SILVER OAK WEALTH ADVISORS SERVICES, LLC
All 13F Filings
- Location
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 166,686
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 42 | 166,686 | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.76 K | 10.1% | 13.1 K | 0 | 13.1 K |
| ETFs | 149.9 K | 89.9% | 0 | 13.44 K | -13.44 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
166,686
Holdings
42
QoQ value change ($000)
-348
(-0.2%)
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.