Oak Family Advisors, LLC
Annual return '25
+24.3%
SPY '25
+17.7%
Alpha
+6.6ptsvs SPY
Invested
$574.6M
Holdings
149
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: New position (250.9k shares)
13.1%
02
$AMZN
AMAZON.COM INC
Q1 2026: New position (75.1k shares)
10.2%
03
$AAPL
APPLE INC
Q1 2026: New position (141.2k shares)
10.0%
04
$GOOG
ALPHABET INC CLASS CLASS C
Q1 2026: New position (42.2k shares)
9.6%
05
$BRK/B
BERKSHIRE HATHAWAY CLASS B
Q1 2026: New position (16.9k shares)
7.9%
06
$BAC
BANK OF AMERICA CORP
Q1 2026: New position (63.2k shares)
6.3%
07
$SCHW
CHARLES SCHWAB CORP
Q1 2026: New position (14.1k shares)
6.0%
08
$JNJ
JOHNSON & JOHNSON
Q1 2026: New position (19.6k shares)
5.2%
09
$AXP
AMERICAN EXPRESS CO
Q1 2026: New position (5.0k shares)
5.1%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (62.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.