account_balance
Investment manager · 13F filer · SEC CIK 1846161
Oak Family Advisors, LLC
Reported value$346Mas of Jun 30, 2026
Positions102 12 new, 5 sold out
Top 10 weight37.0%TSM alone is 6%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufact Sponsored ADS
6.2%Trimmed −10%
NVONovo-nordisk A S ADR
4.4%Added +29%
GOOGLAlphabet Inc Cap STK Cl A
4.1%Trimmed −4%
AZNAstrazeneca PLC Ord
3.9%
GNRCGenerac Hldgs Inc Com
3.5%Trimmed −12%
SHViShares Trust iShares 0-1 Year Treasury Bond ETF
3.4%Added +20%
BABoeing Co Com
3.3%Trimmed −5%
UTGReaves Util Income Fd Com Sh Ben Int
2.9%Added +8%
BRK-BBerkshire Hathaway Inc Del Cl B New
2.6%Added +124%
AMZNAmazon Com Inc Com
2.6%Added +3%
JPMJPMorgan Chase & Co Com
2.5%Trimmed −2%
KVUE2.3%TSMTaiwan Semiconductor Manufact Sponsored ADS
6.2%Trimmed −10%
NVO4.4%GOOGL4.1%AZNAstrazeneca PLC Ord
3.9%
GNRCGenerac Hldgs Inc Com
3.5%Trimmed −12%
SHViShares Trust iShares 0-1 Year Treasury Bond ETF
3.4%Added +20%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufact Sponsored ADS 6.2% Trimmed −10%NVO Novo-nordisk A S ADR 4.4% Added +29%GOOGL Alphabet Inc Cap STK Cl A 4.1% Trimmed −4%AZN Astrazeneca PLC Ord 3.9% HeldGNRC Generac Hldgs Inc Com 3.5% Trimmed −12%
SHV iShares Trust iShares 0-1 Year Treasury Bond ETF 3.4% Added +20%
BA Boeing Co Com 3.3% Trimmed −5%UTG Reaves Util Income Fd Com Sh Ben Int 2.9% Added +8%BRK-B Berkshire Hathaway Inc Del Cl B New 2.6% Added +124%AMZN Amazon Com Inc Com 2.6% Added +3%JPM JPMorgan Chase & Co Com 2.5% Trimmed −2%KVUE Kenvue Inc Com 2.3% Trimmed −10%What changed