Oak Family Advisors, Llc Portfolio Stock Holdings

Oak Family Advisors, Llc disclosed 95 stock positions valued at approximately $324.5 million in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS, ALPHABET INC CAP STK CL A, and BOEING CO COM. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.

Report Period
March 31, 2026
No. of Stocks
95
Portfolio Value
$324.5M
Holdings by Sector
Oak Family Advisors, Llc Portfolio Holdings in Q1 2026

93 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMTechnology5.15%49,426-8,724-15.00%$16,703,517
ALPHABET INC CAP STK CL AGOOGLCommunication Services3.72%41,938+7,723+22.57%$12,059,691
BOEING CO COMBAIndustrials3.38%55,180-11,763-17.57%$10,982,475
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETFSHVOther3.08%90,593+3,121+3.57%$10,000,561
GENERAC HLDGS INC COMGNRCIndustrials2.88%47,826-10,755-18.36%$9,341,853
NOVO-NORDISK A S ADRNVOHealthcare2.82%248,745-25,483-9.29%$9,141,379
REAVES UTIL INCOME FD COM SH BEN INTUTGFinancial Services2.79%230,396+6,174+2.75%$9,049,953
UBER TECHNOLOGIES INC COMUBERTechnology2.68%120,772+25,741+27.09%$8,687,130
GLOBAL X DEFENSE TECH ETFSHLDOther2.60%119,159-13,150-9.94%$8,441,224
QUALCOMM INC COMQCOMTechnology2.52%63,522-17,516-21.61%$8,180,324
KENVUE INC COMKVUEConsumer Defensive2.50%471,239+123,214+35.40%$8,124,160
JPMORGAN CHASE & CO COMJPMFinancial Services2.46%27,145-2,878-9.59%$7,984,973
VANGUARD SHORT-TERM TREASURY ETFVGSHOther2.41%133,429+83,299+166.17%$7,810,951
AMAZON COM INC COMAMZNConsumer Cyclical2.31%35,985+14,081+64.29%$7,494,596
ENTERPRISE PRODS PARTNERS L P COMEPDEnergy2.30%196,866-135-0.07%$7,449,417
RTX CORPORATION COMRTXIndustrials2.29%38,569-3,626-8.59%$7,439,960
FISERV INC COMFITechnology2.05%119,409+75,223+170.24%$6,663,022
EATON VANCE TOTAL RETURN BOND ETFEVTROther2.04%130,677+60,067+85.07%$6,631,858
AMRIZE LTD SHSAMRZOther2.02%116,842-3,664-3.04%$6,545,489
STRYKER CORPORATION COMSYKHealthcare1.99%19,610+16,682+569.74%$6,443,650
AMPHENOL CORP CL AAPHTechnology1.90%48,686-949-1.91%$6,151,476
ISHARES IBONDS DEC 2028 TERM TREASURY ETFIBTIOther1.88%274,078+274,078+100.00%$6,107,280
ISHARES MSCI INTL QUALITY FACTOR ETFIQLTOther1.79%125,434-596-0.47%$5,798,800
APPLE INC COMAAPLTechnology1.69%21,571+3,939+22.34%$5,474,593
ALERIAN MLP ETFAMLPOther1.54%94,905-24,573-20.57%$4,995,799
SPDR GOLD SHARESGLDOther1.51%11,396-3,043-21.07%$4,903,585
NEWMONT CORP COMNEMBasic Materials1.50%45,107+13,605+43.19%$4,882,833
SCHWAB EMERGING MARKETS EQUITY ETFSCHEOther1.50%148,189+148,189+100.00%$4,882,828
DOCUSIGN INC COMDOCUTechnology1.46%100,184-2,206-2.15%$4,749,723
ALPHABET INC CAP STK CL CGOOGCommunication Services1.36%15,385-1,505-8.91%$4,413,341
BWX TECHNOLOGIES INC COMBWXTIndustrials1.35%21,405-2,330-9.82%$4,377,108
ATLANTA BRAVES HLDGS INC COM SER CBATRKCommunication Services1.31%99,533-3,527-3.42%$4,250,059
VERRA MOBILITY CORP CL A COM STKVRRMIndustrials1.26%285,827+22,705+8.63%$4,084,468
EXPAND ENERGY CORPORATION COMCHKEnergy1.21%35,685+7,120+24.93%$3,917,499
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.18%8,004-86-1.06%$3,835,517
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSBOther1.00%61,902-21,898-26.13%$3,253,569
ISHARES MSCI ACWI EX U.S. ETFACWXOther0.99%46,756+614+1.33%$3,201,408
ISHARES GOLD TRUSTIAUOther0.89%32,784+160+0.49%$2,890,237
NVIDIA CORPORATION COMNVDATechnology0.89%16,469+3,714+29.12%$2,872,194
VANGUARD FTSE EMERGING MARKETS ETFVWOOther0.81%48,832+42,145+630.25%$2,639,370
ALICO INC COMALCOConsumer Defensive0.78%61,300+3,645+6.32%$2,529,238
EOG RES INC COMEOGEnergy0.74%16,642+773+4.87%$2,405,953
ABBVIE INC COMABBVHealthcare0.74%11,062-29-0.26%$2,405,896
ISHARES MSCI ACWI ETFACWIOther0.74%17,285-3,267-15.90%$2,391,725
ISHARES MSCI JAPAN ETFEWJOther0.70%27,067-535-1.94%$2,285,537
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFMLPXOther0.64%28,160-187-0.66%$2,082,167
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFVTIPOther0.59%38,618+33,285+624.13%$1,928,969
SCHWAB INTERNATIONAL EQUITY ETFSCHFOther0.59%77,734+50+0.06%$1,923,915
MAGNOLIA OIL & GAS CORP CL AMGYEnergy0.45%45,920-1,700-3.57%$1,449,694
COMPASS DIVERSIFIED SH BEN INTCODIIndustrials0.42%174,560+174,560+100.00%$1,372,042
CHEVRON CORPORATION COMCVXEnergy0.42%6,562+32+0.49%$1,357,678
INTERDIGITAL INC COMIDCCTechnology0.40%4,249-813-16.06%$1,283,198
SPROTT URANIUM MINERS ETFURNMOther0.36%18,609-1,808-8.86%$1,175,158
MASTERCARD INCORPORATED CL AMAFinancial Services0.36%2,335-92-3.79%$1,166,706
WALMART INC COMWMTConsumer Defensive0.35%9,098-47,928-84.05%$1,130,699
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETFXLYOther0.33%9,919-694-6.54%$1,080,973
ISHARES 20 YEAR TREASURY BOND ETFTLTOther0.33%12,324+12,324+100.00%$1,068,368
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETFXLCOther0.30%8,692-33,489-79.39%$963,595
ISHARES PREFERRED INCOME SECURITIES ETFPFFOther0.28%29,792+5,784+24.09%$903,293
ELI LILLY & CO COMLLYHealthcare0.26%927-1,425-60.59%$852,627
DEFIANCE CONNECTIVE TECHNOLOGIES ETFSIXGOther0.25%11,896-811-6.38%$811,003
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSOther0.25%10,502-6,620-38.66%$809,809
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEUOther0.25%10,715+1,981+22.68%$804,683
VANGUARD TOTAL STOCK MARKET ETFVTIOther0.23%2,369-3,109-56.75%$759,999
META PLATFORMS INC CL AMETACommunication Services0.23%1,295+30+2.37%$740,908
ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETFLEMBOther0.21%16,966-5,735-25.26%$692,213
TESLA INC COMTSLAConsumer Cyclical0.20%1,763+1,650+1460.18%$655,395
NUTRIEN LTD COMNTRBasic Materials0.18%7,840+7,840+100.00%$591,606
ATLANTA BRAVES HLDGS INC COM SER ABATRACommunication Services0.18%12,417-410-3.20%$585,462
ABBOTT LABORATORIES COMABTHealthcare0.17%5,308-1,769-25.00%$545,019
VANGUARD FTSE DEVELOPED MARKETS ETFVEAOther0.17%8,419+4,324+105.59%$539,490
ISHARES MSCI EAFE ETFEFAOther0.15%5,175-125-2.36%$502,604
LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONACommunication Services0.15%6,165-10-0.16%$481,363
MICROSOFT CORP COMMSFTTechnology0.15%1,273+1,273+100.00%$471,226
VANGUARD TOTAL WORLD STOCK ETFVTOther0.14%3,319+5+0.15%$459,078
CISCO SYS INC COMCSCOTechnology0.14%5,844-778-11.75%$453,436
CORNING INC COMGLWTechnology0.13%3,200+3,200+100.00%$435,104
LOCKHEED MARTIN CORP COMLMTIndustrials0.13%712-130-15.44%$430,595
VANGUARD S&P 500 ETFVOOOther0.13%686-17-2.42%$409,919
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYSOther0.12%10,549+111+1.06%$373,857
INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETFBSMQOther0.11%15,338--$362,360
COREBRIDGE FINL INC COMCRBGFinancial Services0.11%15,000-15,250-50.41%$357,900
MARVELL TECHNOLOGY INC COMMRVLTechnology0.10%3,375+3,375+100.00%$334,294
CAMECO CORP COMCCJEnergy0.10%3,065--$332,890
AES CORP COMAESUtilities0.10%22,842-7,929-25.77%$321,844
MPLX LP COM UNIT REP LTDMPLXEnergy0.10%5,445+8+0.15%$310,721
IBM CORPIBMTechnology0.09%1,200+1,200+100.00%$290,868
ISHARES RUSSELL 1000 VALUE ETFIWDOther0.08%1,263--$269,865
TRACTOR SUPPLY CO COMTSCOConsumer Cyclical0.08%5,625--$254,813
ISHARES MSCI EAFE VALUE ETFEFVOther0.06%2,820--$209,666
STATE STREET SPDR S&P 500 ETFSPYOther0.06%320-3-0.93%$208,109
INVESCO QQQ TRUST SERIES IQQQOther0.05%302-20-6.21%$174,308
BLACKROCK CR ALLOCATION COMBTZFinancial Services0.03%10,929--$110,383
Oak Family Advisors, Llc Options Holdings in Q1 2026

20 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT40,000$26,013,600
Q1 2026GLWCorning IncorporatedPUT7,500$1,019,775
Q1 2026TSMTaiwan Semiconductor ManufacturPUT2,400$811,080
Q1 2026NVONovo Nordisk A/SCALL13,000$477,750
Q1 2026JPMJP Morgan Chase & Co.PUT1,500$441,240
Q1 2026TSLATesla, Inc.PUT1,000$371,750
Q1 2026XLCThe Communication Services SelePUT2,500$277,150
Q1 2026RTXRTX CorporationPUT1,000$192,900
Q1 2026GOOGLAlphabet Inc.PUT600$172,536
Q1 2026BWXTBWX Technologies, Inc.PUT700$143,143
Q1 2026FIFiserv, Inc.CALL2,300$128,340
Q1 2026QQQInvesco QQQ Trust, Series 1PUT200$115,436
Q1 2026AAPLApple Inc.PUT400$101,516
Q1 2026BABoeing Company (The)PUT500$99,515
Q1 2026DOCUDocuSign, Inc.CALL1,500$71,115
Q1 2026SHLDGlobal X Funds Global X DefensePUT1,000$70,840
Q1 2026NEMNewmont CorporationPUT600$64,950
Q1 2026WMTWalmart Inc.PUT500$62,140
Q1 2026UBERUber Technologies, Inc.PUT600$43,158
Q1 2026AMZNAmazon.com, Inc.PUT200$41,654

Notional value represents the total exposure of the options position.