# EDGAR Filing Document

**Accession Number:** 0001822262
**File Stem:** 0001822262-26-000003
**Filing Date:** 2026-4
**Character Count:** 12968
**Document Hash:** 5aa345ffb7f8ad7b194ca0e3612c2f47
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001822262-26-000003.hdr.sgml**: 20260429

**ACCESSION NUMBER**: 0001822262-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260429

**DATE AS OF CHANGE**: 20260429

**EFFECTIVENESS DATE**: 20260429

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Live Oak Investment Partners
- **CENTRAL INDEX KEY:** 0001822262

**ORGANIZATION NAME:**
- **EIN:** 833980780
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23119
- **FILM NUMBER:** 26912049

**BUSINESS ADDRESS:**
- **STREET 1:** 3103 BEE CAVE ROAD, SUITE 104
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** 5125324701

**MAIL ADDRESS:**
- **STREET 1:** 3103 BEE CAVE ROAD, SUITE 104
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Live Oak Investment Partners<br>**Address:** 3103 BEE CAVE ROAD SUITE 104<br>AUSTIN, TX 78746

**Form 13F File Number:** 028-23119

**CRD Number (if applicable):** 000304406

**SEC File Number (if applicable):** 801-116882

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael R Hostick II<br>**Title:** Owner CCO<br>**Phone:** 5125324700

**Signature, Place, and Date of Signing:**

Michael R Hostick II  Austin, TX  04-29-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $169413643

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 273642 | 942 | SH |  | SOLE |  | 942 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 2324836 | 11213 | SH |  | SOLE |  | 11213 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2166137 | 7551 | SH |  | SOLE |  | 7551 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2485494 | 11934 | SH |  | SOLE |  | 11934 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 1043241 | 7959 | SH |  | SOLE |  | 7959 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 1022298 | 8091 | SH |  | SOLE |  | 8091 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1407486 | 5546 | SH |  | SOLE |  | 5546 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 1311305 | 45233 | SH |  | SOLE |  | 45233 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 483023 | 143 | SH |  | SOLE |  | 143 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1983889 | 16723 | SH |  | SOLE |  | 16723 | 0 | 0 |
| BGC GROUP INC | CL A | 088929104 |  | 1378090 | 140909 | SH |  | SOLE |  | 140909 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 573082 | 9449 | SH |  | SOLE |  | 9449 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 841248 | 2718 | SH |  | SOLE |  | 2718 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 233116 | 8561 | SH |  | SOLE |  | 8561 | 0 | 0 |
| CHAMPION HOMES INC | COM | 830830105 |  | 980494 | 13184 | SH |  | SOLE |  | 13184 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 683956 | 8815 | SH |  | SOLE |  | 8815 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 973959 | 12807 | SH |  | SOLE |  | 12807 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 287325 | 10008 | SH |  | SOLE |  | 10008 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1679981 | 1686 | SH |  | SOLE |  | 1686 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 251391 | 1271 | SH |  | SOLE |  | 1271 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1379583 | 14314 | SH |  | SOLE |  | 14314 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 685471 | 5235 | SH |  | SOLE |  | 5235 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1550692 | 9140 | SH |  | SOLE |  | 9140 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 669262 | 1879 | SH |  | SOLE |  | 1879 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 |  | 1311345 | 19251 | SH |  | SOLE |  | 19251 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 316092865 |  | 283893 | 4806 | SH |  | SOLE |  | 4806 | 0 | 0 |
| FIDELITY COVINGTON TRUST | PFD SECS INCOME | 316092261 |  | 231092 | 10766 | SH |  | SOLE |  | 10766 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 617804 | 11184 | SH |  | SOLE |  | 11184 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 |  | 6442162 | 91560 | SH |  | SOLE |  | 91560 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 8620749 | 348032 | SH |  | SOLE |  | 348032 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 599012 | 4298 | SH |  | SOLE |  | 4298 | 0 | 0 |
| HARTFORD FDS EXCHANGE TRADED | STRATEGIC INCOME | 41653L875 |  | 8871215 | 255507 | SH |  | SOLE |  | 255507 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 622589 | 1893 | SH |  | SOLE |  | 1893 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 1244714 | 5401 | SH |  | SOLE |  | 5401 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 1293471 | 2302 | SH |  | SOLE |  | 2302 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 5136260 | 49688 | SH |  | SOLE |  | 49688 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 4610685 | 101871 | SH |  | SOLE |  | 101871 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL IND | 46137V324 |  | 1252545 | 21753 | SH |  | SOLE |  | 21753 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 3874908 | 49261 | SH |  | SOLE |  | 49261 | 0 | 0 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 4167052 | 55200 | SH |  | SOLE |  | 55200 | 0 | 0 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 253065 | 9471 | SH |  | SOLE |  | 9471 | 0 | 0 |
| ISHARES TR | US TECH ETF | 464287721 |  | 219155 | 1208 | SH |  | SOLE |  | 1208 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 200051 | 1474 | SH |  | SOLE |  | 1474 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 892077 | 6308 | SH |  | SOLE |  | 6308 | 0 | 0 |
| ISHARES U S ETF TR | IT RT HDG HGYL | 46431W606 |  | 4553975 | 53194 | SH |  | SOLE |  | 53194 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 291412 | 5758 | SH |  | SOLE |  | 5758 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 349462 | 1188 | SH |  | SOLE |  | 1188 | 0 | 0 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 4342686 | 144036 | SH |  | SOLE |  | 144036 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 681262 | 2790 | SH |  | SOLE |  | 2790 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 812777 | 9380 | SH |  | SOLE |  | 9380 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1640395 | 13637 | SH |  | SOLE |  | 13637 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 555582 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2605290 | 7038 | SH |  | SOLE |  | 7038 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 |  | 11910305 | 234686 | SH |  | SOLE |  | 234686 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 410536 | 946 | SH |  | SOLE |  | 946 | 0 | 0 |
| NAVIOS MARITIME PARTNERS LP | COM UNIT LPI | Y62267409 |  | 1986004 | 29431 | SH |  | SOLE |  | 29431 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 583919 | 6073 | SH |  | SOLE |  | 6073 | 0 | 0 |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | 45409B107 |  | 4636686 | 135894 | SH |  | SOLE |  | 135894 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 239073 | 2574 | SH |  | SOLE |  | 2574 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 568306 | 833 | SH |  | SOLE |  | 833 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 243959 | 6756 | SH |  | SOLE |  | 6756 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 683125 | 3917 | SH |  | SOLE |  | 3917 | 0 | 0 |
| OLD REP INTL CORP | COM | 680223104 |  | 455458 | 11415 | SH |  | SOLE |  | 11415 | 0 | 0 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 |  | 1309147 | 48631 | SH |  | SOLE |  | 48631 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 738101 | 3478 | SH |  | SOLE |  | 3478 | 0 | 0 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 9760826 | 197188 | SH |  | SOLE |  | 197188 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 224289 | 828 | SH |  | SOLE |  | 828 | 0 | 0 |
| REINSURANCE GROUP AMER INC | COM NEW | 759351604 |  | 325431 | 1594 | SH |  | SOLE |  | 1594 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 2329707 | 24973 | SH |  | SOLE |  | 24973 | 0 | 0 |
| ROYAL BK CDA | COM | 780087102 |  | 786898 | 4864 | SH |  | SOLE |  | 4864 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 397283 | 15828 | SH |  | SOLE |  | 15828 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 1266621 | 11623 | SH |  | SOLE |  | 11623 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 638468 | 7788 | SH |  | SOLE |  | 7788 | 0 | 0 |
| SMITHFIELD FOODS INC | COM | 832248207 |  | 959986 | 34322 | SH |  | SOLE |  | 34322 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 233771 | 2422 | SH |  | SOLE |  | 2422 | 0 | 0 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 6158491 | 153425 | SH |  | SOLE |  | 153425 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 1533372 | 3765 | SH |  | SOLE |  | 3765 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 2135221 | 32298 | SH |  | SOLE |  | 32298 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 1315208 | 6262 | SH |  | SOLE |  | 6262 | 0 | 0 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 |  | 1581012 | 8378 | SH |  | SOLE |  | 8378 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 719425 | 2697 | SH |  | SOLE |  | 2697 | 0 | 0 |
| UGI CORP NEW | COM | 902681105 |  | 735866 | 20205 | SH |  | SOLE |  | 20205 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 382854 | 1578 | SH |  | SOLE |  | 1578 | 0 | 0 |
| US BANCORP | COM NEW | 902973304 |  | 309043 | 5942 | SH |  | SOLE |  | 5942 | 0 | 0 |
| VANECK ETF TRUST | GREEN BOND ETF | 92189F171 |  | 562725 | 23487 | SH |  | SOLE |  | 23487 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 13227597 | 206423 | SH |  | SOLE |  | 206423 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1485249 | 12294 | SH |  | SOLE |  | 12294 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 1233004 | 4528 | SH |  | SOLE |  | 4528 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 429537 | 1169 | SH |  | SOLE |  | 1169 | 0 | 0 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 314967 | 5013 | SH |  | SOLE |  | 5013 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2048670 | 6778 | SH |  | SOLE |  | 6778 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 649991 | 5230 | SH |  | SOLE |  | 5230 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 657826 | 7364 | SH |  | SOLE |  | 7364 | 0 | 0 |

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