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Oak Family Advisors - Q2 2026 13F Filings

OA

Oak Family Advisors, LLC

CIK: 0001846161
Address: Illinois Chicago 150 N Wacker Drive Suite 1760
$391.13 M
Portfolio Value
111
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. KMI Kinder Morgan
+$3.63 M
2. IEMG Ishares Core Msci Emerging Markets Etf
+$3.5 M
3. NVO Novo Nordisk A/S
+$3.45 M
4. FLIN Franklin Ftse India Etf
+$2.85 M
5. GRID First Trst Nasd Cl Edg Sgiif
+$2.61 M

Top Sells

Q2 2026
1. QCOM Qualcomm Incorporated
−$4.64 M
2. VRRM Verra Mobility Corporation
−$4.08 M
3. EXE Expand Energy Corporation
−$3.92 M
4. AMLP Alerian Mlp Etf
−$3.54 M
5. UBER Uber Technologies
−$2.97 M

Asset Allocation

Stocks/ETFs
+4.61%
$313.04 M 80.04%
Options
+45.22%
$44.76 M 11.44%
Debt
$0 0.00%
Other
+32.09%
$33.33 M 8.52%

Sector Allocation (Stocks)

Oak Family Advisors Q2 2026 Filing Summary

Oak Family Advisors, LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 391.13 M reflecting a +10.08% change from the prior quarter, spanning 111 assets. Allocations were 80.0% Equities, 11.4% Options, and 0.0% Debt. The top 10 holdings comprised 40.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 5 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Oak Family Advisors’s Q2 2026 Filing

Oak Family Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Oak Family Advisors reported a managed portfolio value of 391.13 M, consisting of 111 individual positions.

This page displays the raw filing documents. To see which stocks Oak Family Advisors bought or sold during Q2 2026, please visit Oak Family Advisors's Portfolio Analysis page.