# EDGAR Filing Document

**Accession Number:** 0001822262
**File Stem:** 0001822262-25-000007
**Filing Date:** 2025-10
**Character Count:** 12232
**Document Hash:** 98ab53c507866a216d002742087b5125
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001822262-25-000007.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001822262-25-000007

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**EFFECTIVENESS DATE**: 20251028

**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:** 251422439

**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:** 09-30-2025

**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  10-28-2025<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:** 87

**Form 13F Information Table Value Total:** $111237610

      (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 |
| 3M CO | COM | 88579Y101 |  | 323832 | 3459 | SH |  | SOLE |  | 3459 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 335829 | 1185 | SH |  | SOLE |  | 1185 | 0 | 0 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 428492 | 8844 | SH |  | SOLE |  | 8844 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 980631 | 8802 | SH |  | SOLE |  | 8802 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 733228 | 5768 | SH |  | SOLE |  | 5768 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 262310 | 976 | SH |  | SOLE |  | 976 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2298247 | 13424 | SH |  | SOLE |  | 13424 | 0 | 0 |
| AUTONATION INC | COM | 05329W102 |  | 1609197 | 10629 | SH |  | SOLE |  | 10629 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 1689093 | 665 | SH |  | SOLE |  | 665 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 957691 | 22455 | SH |  | SOLE |  | 22455 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 697696 | 6512 | SH |  | SOLE |  | 6512 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 553997 | 667 | SH |  | SOLE |  | 667 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 747201 | 2737 | SH |  | SOLE |  | 2737 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 283282 | 1680 | SH |  | SOLE |  | 1680 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 286039 | 1374 | SH |  | SOLE |  | 1374 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 833011 | 15495 | SH |  | SOLE |  | 15495 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 618187 | 11043 | SH |  | SOLE |  | 11043 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 484185 | 5661 | SH |  | SOLE |  | 5661 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 700401 | 8642 | SH |  | SOLE |  | 8642 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 1341958 | 6292 | SH |  | SOLE |  | 6292 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 1265258 | 4776 | SH |  | SOLE |  | 4776 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 |  | 751086 | 18914 | SH |  | SOLE |  | 18914 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 7084266 | 162632 | SH |  | SOLE |  | 162632 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 |  | 3729776 | 70175 | SH |  | SOLE |  | 70175 | 0 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 628372 | 5767 | SH |  | SOLE |  | 5767 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 480737 | 1591 | SH |  | SOLE |  | 1591 | 0 | 0 |
| HORMEL FOODS CORP | COM | 440452100 |  | 685740 | 18032 | SH |  | SOLE |  | 18032 | 0 | 0 |
| INDEXIQ ETF TR | HEDGE MLTI ETF | 45409B107 |  | 3158480 | 105177 | SH |  | SOLE |  | 105177 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 784512 | 22068 | SH |  | SOLE |  | 22068 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 3480554 | 317859 | SH |  | SOLE |  | 317859 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL STP | 46137V373 |  | 522253 | 17385 | SH |  | SOLE |  | 17385 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL FIN | 46137V340 |  | 1339143 | 26418 | SH |  | SOLE |  | 26418 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL MAT | 46137V316 |  | 312677 | 10080 | SH |  | SOLE |  | 10080 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL IND | 46137V324 |  | 922502 | 24093 | SH |  | SOLE |  | 24093 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL ENR | 46137V365 |  | 275808 | 3595 | SH |  | SOLE |  | 3595 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 453778 | 16120 | SH |  | SOLE |  | 16120 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL DIS | 46137V381 |  | 200722 | 4770 | SH |  | SOLE |  | 4770 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 366612 | 13380 | SH |  | SOLE |  | 13380 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1300875 | 26106 | SH |  | SOLE |  | 26106 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2848913 | 30202 | SH |  | SOLE |  | 30202 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 285990 | 2892 | SH |  | SOLE |  | 2892 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 574635 | 6119 | SH |  | SOLE |  | 6119 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 204985 | 4085 | SH |  | SOLE |  | 4085 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 3466169 | 72257 | SH |  | SOLE |  | 72257 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 486542 | 3355 | SH |  | SOLE |  | 3355 | 0 | 0 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 |  | 587229 | 31051 | SH |  | SOLE |  | 31051 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 646138 | 6823 | SH |  | SOLE |  | 6823 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 542100 | 3582 | SH |  | SOLE |  | 3582 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 621368 | 2359 | SH |  | SOLE |  | 2359 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1814032 | 17621 | SH |  | SOLE |  | 17621 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1219452 | 4062 | SH |  | SOLE |  | 4062 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1070496 | 3390 | SH |  | SOLE |  | 3390 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 347923 | 1278 | SH |  | SOLE |  | 1278 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1320833 | 3498 | SH |  | SOLE |  | 3498 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 978093 | 26471 | SH |  | SOLE |  | 26471 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 532665 | 3469 | SH |  | SOLE |  | 3469 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 556352 | 4824 | SH |  | SOLE |  | 4824 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 464214 | 13995 | SH |  | SOLE |  | 13995 | 0 | 0 |
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 |  | 363829 | 3708 | SH |  | SOLE |  | 3708 | 0 | 0 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 3194364 | 47859 | SH |  | SOLE |  | 47859 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 622004 | 6555 | SH |  | SOLE |  | 6555 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 1035252 | 16267 | SH |  | SOLE |  | 16267 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 9914916 | 196374 | SH |  | SOLE |  | 196374 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 263009 | 5276 | SH |  | SOLE |  | 5276 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 888666 | 5520 | SH |  | SOLE |  | 5520 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 403747 | 4467 | SH |  | SOLE |  | 4467 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 726741 | 11229 | SH |  | SOLE |  | 11229 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 235541 | 551 | SH |  | SOLE |  | 551 | 0 | 0 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 4782547 | 114060 | SH |  | SOLE |  | 114060 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 942106 | 10322 | SH |  | SOLE |  | 10322 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 356963 | 1753 | SH |  | SOLE |  | 1753 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 556456 | 3570 | SH |  | SOLE |  | 3570 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1461660 | 2899 | SH |  | SOLE |  | 2899 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 299358 | 9055 | SH |  | SOLE |  | 9055 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 6236617 | 230474 | SH |  | SOLE |  | 230474 | 0 | 0 |
| VANECK ETF TRUST | GREEN BOND ETF | 92189F171 |  | 351244 | 15494 | SH |  | SOLE |  | 15494 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 272927 | 695 | SH |  | SOLE |  | 695 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 7147744 | 163489 | SH |  | SOLE |  | 163489 | 0 | 0 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 588555 | 9910 | SH |  | SOLE |  | 9910 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 575645 | 2537 | SH |  | SOLE |  | 2537 | 0 | 0 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 1243523 | 5289 | SH |  | SOLE |  | 5289 | 0 | 0 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 2220263 | 5351 | SH |  | SOLE |  | 5351 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 999903 | 30852 | SH |  | SOLE |  | 30852 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1168457 | 5080 | SH |  | SOLE |  | 5080 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 408941 | 2557 | SH |  | SOLE |  | 2557 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 667840 | 4381 | SH |  | SOLE |  | 4381 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 833005 | 13547 | SH |  | SOLE |  | 13547 | 0 | 0 |

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