13F Filings History of OAK FAMILY ADVISORS, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$326,422,829
Signature - Title
Terrence S Wilson - CEO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by OAK FAMILY ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OAK FAMILY ADVISORS, LLC reported 101 stock holdings with total value $326,422,829 as of Q4 2025. Top holdings included TSM, BA, NVO, QCOM, and AZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 101 $326,422,829 +$46,536,272 -$34,810,768 +$11,725,504 TSM, BA, NVO, QCOM, AZN 13F-HR 03 Feb 2026, 11:03
Q3 2025 101 $308,408,346 +$43,830,834 -$37,872,652 +$5,958,182 TSM, BA, QCOM, AZN, SHLD 13F-HR 23 Oct 2025, 15:57
Q2 2025 92 $276,347,761 +$44,294,927 -$30,048,539 +$14,246,388 TSM, BA, AZN, QCOM, NVO 13F-HR 17 Jul 2025, 15:17
Q1 2025 84 $240,734,741 +$33,932,349 -$46,262,308 -$12,329,959 AZN, TSM, QCOM, BA, ZBH 13F-HR 15 Apr 2025, 10:57
Q4 2024 114 $255,552,447 +$28,131,200 -$51,721,900 -$23,590,700 TSM, AZN, QCOM, BA, WMT 13F-HR 24 Jan 2025, 15:01
Q3 2024 130 $276,761,989 +$29,496,137 -$26,022,495 +$3,473,642 TSM, QCOM, AZN, RTX, GNRC 13F-HR 17 Oct 2024, 11:47
Q2 2024 122 $263,006,029 +$26,402,099 -$24,802,759 +$1,599,340 TSM, QCOM, AZN, GOOGL, RTX 13F-HR 23 Jul 2024, 16:00
Q1 2024 117 $260,105,479 +$36,945,933 -$33,649,131 +$3,296,802 TSM, QCOM, AZN, VRRM, ZBH 13F-HR 24 Apr 2024, 14:31
Q4 2023 117 $237,672,120 +$34,668,736 -$24,219,550 +$10,449,186 TSM, AZN, VRRM, ZBH, GNTX 13F-HR 30 Jan 2024, 15:08
Q3 2023 108 $211,517,042 +$34,745,359 -$27,969,126 +$6,776,233 AZN, SNY, TAP, TSM, EOG 13F-HR 20 Oct 2023, 15:14
Q2 2023 112 $211,095,967 +$21,541,263 -$22,468,728 -$927,465 AZN, SNY, QCOM, TSM, MDT 13F-HR 02 Aug 2023, 10:52
Q1 2023 109 $202,906,173 +$28,933,060 -$28,820,026 +$113,034 AZN, QCOM, SNY, TSM, MDT 13F-HR 01 May 2023, 15:51
Q4 2022 111 $186,884,933 +$39,202,435 -$20,184,320 +$19,018,115 AZN, SNY, QCOM, SCHE, VTIP 13F-HR 27 Jan 2023, 16:28
Q3 2022 113 $154,351,000 +$29,216,241 -$32,245,664 -$3,029,423 VTIP, AZN, QCOM, SNY, AAPL 13F-HR 10 Nov 2022, 10:33
Q2 2022 127 $171,031,000 +$24,011,608 -$29,524,075 -$5,512,467 VTIP, AZN, QCOM, KMI, SNY 13F-HR 29 Jul 2022, 16:27
Q1 2022 137 $197,683,000 +$37,660,893 -$45,760,411 -$8,099,518 VTIP, QCOM, AZN, KMI, AAPL 13F-HR 03 May 2022, 10:08
Q4 2021 151 $208,457,000 +$31,239,445 -$22,019,641 +$9,219,804 VTIP, QCOM, AAPL, ABBV, GNTX 13F-HR 02 Feb 2022, 11:32
Q3 2021 142 $189,713,000 +$52,243,406 -$25,020,926 +$27,222,480 VTIP, QCOM, ABBV, TSM, GNTX 13F-HR 10 Nov 2021, 11:43
Q2 2021 95 $166,726,000 +$23,544,093 -$10,644,209 +$12,899,884 VTIP, QCOM, TSM, ABBV, EWU 13F-HR 29 Jul 2021, 13:25
Q1 2021 87 $145,949,000 +$26,186,642 -$22,532,088 +$3,654,554 VTIP, QCOM, TSM, ABBV, SNY 13F-HR 05 May 2021, 13:27
Q4 2020 95 $137,095,000 $0 $0 $0 VTIP, QCOM, TSM, ABBV, AAPL 13F-HR 12 Feb 2021, 16:24