Holdings
Oak Family Advisors, LLC
As of Sep 30, 2026, Oak Family Advisors, LLC reported 93 positions worth US$303M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and iShares Trust iShares 0-1 Year Treasury Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 44,682 | US$20.4M | −43 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 46,931 | US$16.1M | −8,221 | Sep 30, 2026 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF | 122K | US$13.4M | new | Sep 30, 2026 |
| State Street SPDR Portfolio MSCI Global Stock Market ETF | 127K | US$11M | new | Sep 30, 2026 |
| Generac Holdings Inc. | 51,702 | US$10.7M | +9,776 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 18,626 | US$9.27M | +664 | Sep 30, 2026 |
| Boeing Company (the) | 47,901 | US$8.91M | −4,766 | Sep 30, 2026 |
| Qualcomm Incorporated | 47,698 | US$8.78M | +9,294 | Sep 30, 2026 |
| Reaves Utility Income Fund | 243K | US$8.34M | new | Sep 30, 2026 |
| Amazon.com, Inc. | 30,482 | US$7.59M | −6,659 | Sep 30, 2026 |