SILVER OAK WEALTH ADVISORS SERVICES, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,034
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 40 | 167,034 | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC |
| Q1 2026 | 4/29/2026 | 39 | 153,962 | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC |
| Q4 2025 | 1/29/2026 | 36 | 155,049 | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC |
| Q3 2025 | 10/23/2025 | 37 | 151,768 | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC |
| Q2 2025 | 7/30/2025 | 38 | 138,789 | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.664 K | 2.2% | 0 | 202 | -202 |
| ETFs | 163.4 K | 97.8% | 13.27 K | 0 | 13.27 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
167,034
Holdings
40
QoQ value change ($000)
13,072
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.