Oak Family Advisors, LLC - Q42025 Holdings

Oak Family Advisors, LLC holds 101 stocks with a total portfolio value of $ 364.31M as of Q42025. In Q42025, Oak Family Advisors, LLC added 9 new positions, increased stakes in 32 stocks, reduced 50 holdings, and fully exited 9 positions. The largest holding is State Str Spdr S&P 500 Etf Tr Tr Unit (SPY), representing 5.86% of the total portfolio.