Oak Family Advisors' Q2 Activity: Strategic Shifts in Top Holdings

Oak Family Advisors, Llc's portfolio saw significant changes this quarter with notable purchases of BRK-B, Kinder Morgan Inc (KMI), and emerging market ETFs, alongside substantial sales from Alerian MLP ETF (AMLP) and Compass Diversified.

By Insiderset.Jul 22, 2026, 2:13 AM
Oak Family Advisors' Q2 Activity: Strategic Shifts in Top Holdings
Oak Family Advisors, Llc's portfolio saw significant changes this quarter with notable purchases of BRK-B, Kinder Morgan Inc (KMI), and emerging market ETFs, alongside substantial sales from Alerian MLP ETF (AMLP) and Compass Diversified.