Long-term investor
Oak Family Advisors, LLC @oakfamilyadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846161).
Record
- Tracked since 2025-06-30 (477 days), 236 trades recorded
- Returns: week n/a · month n/a · 90 days -4.4% · 6 months +1.5% · 1 year +4.1% · all +4.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103_PUT · 16.8% · long · since 2025-09-30
- TSM · 5.3% · long · since 2025-09-30
- 464288679 · 3.5% · long · since 2025-09-30
- G0593M107 · 3.2% · long · since 2026-03-31
- 02079K305 · 3.0% · long · since 2025-09-30
- 78463X475 · 2.8% · long · since 2026-09-30
- GNRC · 2.8% · long · since 2025-09-30
- BRK-B · 2.4% · long · since 2025-09-30
- 097023105 · 2.3% · long · since 2025-09-30
- QCOM · 2.3% · long · since 2025-09-30
- 756158101 · 2.2% · long · since 2025-09-30
- AMZN · 2.0% · long · since 2025-09-30