Oak Family Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 109 securities held by the firm.
The firm's largest position is in NVIDIA Corporation, where it holds 11,791 shares. Other significant holdings include Abbott Laboratories with 4,317 shares, Novo-Nordisk A/S ADR with 163,144 shares, and Taiwan Semiconductor Manufacturing Sponsored ADS ADR with 44,682 shares. The firm also holds substantial positions in Kenvue Inc (216,853 shares) and Compass Diversified Sh Ben Int (35,937 shares).
In addition to common stock, the portfolio includes various exchange-traded funds (ETFs) and options. The firm holds a significant number of put options on Apple Inc (3,500 shares) and Alphabet Inc Class C (2,500 shares). It also holds call options on Kenvue Inc (8,000 shares) and Stryker Corporation (200 shares). The filing details a mix of sector-specific ETFs, including the Global X Defense Tech ETF and the Roundhill GLP-1 & Weight Loss ETF.
