First seen by DFX
Sep 13, 2026
date not stated
OAK Family Advisors, LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Oak Family Advisors describes itself as an independent fee-only registered investment advisor offering ordinary wealth management and planning.)
First seen by DFX
Sep 12, 2026
date not stated
OAK Family Advisors, LLC found on the SEC adviser roster (name)
OAK Family Advisors, LLC reported $355,303,017 across 123 13(f) positions for the quarter ended 2026-03-31
OAK Family Advisors, LLC exited Ryan Specialty Holdings Inc Cl a (was $2,626,728, 50,876 shares)
OAK Family Advisors, LLC exited Zimmer Biomet Holdings Inc Com (was $4,189,373, 46,590 shares)
OAK Family Advisors, LLC opened a $13,900,854 position in Astrazeneca Plc Ord (70,484 shares)
OAK Family Advisors, LLC reduced Ishares 1-5 Year Investment Grade Corporate Bond Etf 83,800 -> 61,902 shares ($4,431,344 -> $3,253,569)
OAK Family Advisors, LLC increased Kenvue Inc Com 348,025 -> 471,239 shares ($6,003,431 -> $8,124,160)
OAK Family Advisors, LLC increased Amazon Com Inc Com 21,904 -> 35,985 shares ($5,055,881 -> $7,494,596)
OAK Family Advisors, LLC exited Astrazeneca Plc Sponsored Adr (was $13,250,064, 144,132 shares)
OAK Family Advisors, LLC increased Vanguard Short-Term Treasury Etf 50,130 -> 133,429 shares ($2,944,123 -> $7,810,951)
OAK Family Advisors, LLC reduced Invesco Qqq Trust Series I 22,500 -> 200 shares ($13,821,975 -> $115,436)
OAK Family Advisors, LLC opened a $4,882,828 position in Schwab Emerging Markets Equity Etf (148,189 shares)
OAK Family Advisors, LLC reduced ELI Lilly & Co Com 2,352 -> 927 shares ($2,527,647 -> $852,627)
OAK Family Advisors, LLC increased Stryker Corporation Com 2,928 -> 19,610 shares ($1,029,104 -> $6,443,650)
OAK Family Advisors, LLC reduced Walmart Inc Com 57,026 -> 9,098 shares ($6,353,267 -> $1,130,699)
OAK Family Advisors, LLC opened a $6,107,280 position in Ishares Ibonds Dec 2028 Term Treasury Etf (274,078 shares)
OAK Family Advisors, LLC increased Eaton Vance Total Return Bond Etf 70,610 -> 130,677 shares ($3,636,415 -> $6,631,858)
OAK Family Advisors, LLC reduced State Street Communication Services Select Sector Spdr Etf 42,181 -> 8,692 shares ($4,965,547 -> $963,595)
OAK Family Advisors, LLC increased State Street Spdr S&p 500 Etf 31,000 -> 40,000 shares ($21,139,520 -> $26,013,600)
OAK Family Advisors, LLC increased Fiserv Inc Com 44,186 -> 119,409 shares ($2,967,974 -> $6,663,022)
OAK Family Advisors, LLC increased Newmont Corp Com 31,502 -> 45,107 shares ($3,145,475 -> $4,882,833)
OAK Family Advisors, LLC increased Vanguard Ftse Emerging Markets Etf 6,687 -> 48,832 shares ($359,493 -> $2,639,370)
OAK Family Advisors, LLC increased Uber Technologies Inc Com 95,031 -> 120,772 shares ($7,764,983 -> $8,687,130)
OAK Family Advisors, LLC increased Nvidia Corporation Com 12,755 -> 16,469 shares ($2,378,808 -> $2,872,194)
OAK Family Advisors, LLC reported $364,313,956 across 116 13(f) positions for the quarter ended 2025-12-31
OAK Family Advisors, LLC reduced State Street Financial Select Sector Spdr Etf 62,546 -> 23,222 shares ($3,369,353 -> $1,271,869)
OAK Family Advisors, LLC opened a $2,967,974 position in Fiserv Inc Com (44,186 shares)
OAK Family Advisors, LLC reduced Ishares Msci Acwi Etf 40,620 -> 20,552 shares ($5,615,317 -> $2,907,921)
OAK Family Advisors, LLC opened a $3,152,433 position in Expand Energy Corporation Com (28,565 shares)
OAK Family Advisors, LLC reduced Roundhill Glp-1 & Weight Loss Etf 80,664 -> 57,601 shares ($2,203,983 -> $1,967,472)
OAK Family Advisors, LLC increased Ishares Trust Ishares 0-1 Year Treasury Bond Etf 48,509 -> 87,472 shares ($5,359,759 -> $9,635,041)
OAK Family Advisors, LLC increased Ishares 1-5 Year Investment Grade Corporate Bond Etf 22,226 -> 83,800 shares ($1,178,645 -> $4,431,344)
OAK Family Advisors, LLC increased Novo-Nordisk a S Adr 153,085 -> 274,228 shares ($8,494,687 -> $13,952,721)
OAK Family Advisors, LLC increased Uber Technologies Inc Com 64,267 -> 95,031 shares ($6,296,238 -> $7,764,983)
OAK Family Advisors, LLC increased Generac Hldgs Inc Com 45,305 -> 58,581 shares ($7,584,057 -> $7,988,691)
OAK Family Advisors, LLC exited Nice Ltd Sponsored Adr (was $4,056,880, 28,021 shares)
OAK Family Advisors, LLC opened a $6,003,431 position in Kenvue Inc Com (348,025 shares)
OAK Family Advisors, LLC exited Canadian Pacific Kansas City Com (was $2,984,069, 40,060 shares)
OAK Family Advisors, LLC reduced Zimmer Biomet Holdings Inc Com 84,323 -> 46,590 shares ($8,305,816 -> $4,189,373)