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SILVER OAK WEALTH ADVISORS SERVICES, LLC 13F portfolio summary

SILVER OAK WEALTH ADVISORS SERVICES, LLC of SILVER OAK WEALTH ADVISORS SERVICES, LLC has 39 current stock holdings with a reported portfolio value of $154.0M. The portfolio 1 year return is +12.93%. Top holdings include QQQ (0.00%), VTIP (20.55%), GSIE (20.12%), ESGV (10.88%), DUHP (6.89%).

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SILVER OAK WEALTH ADVISORS SERVICES, LLC

SILVER OAK WEALTH ADVISORS SERVICES, LLC
Latest filing: 2026-03-31

SILVER OAK WEALTH ADVISORS SERVICES, LLC runs SILVER OAK WEALTH ADVISORS SERVICES, LLC and currently holds 39 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $153.96M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SILVER OAK WEALTH ADVISORS SERVICES, LLC ranks #954 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SILVER OAK WEALTH ADVISORS SERVICES, LLC's portfolio at SILVER OAK WEALTH ADVISORS SERVICES, LLC has delivered returns of +12.93%. Their 3-year annualized return is +12.30%. Looking at the 5-year horizon, SILVER OAK WEALTH ADVISORS SERVICES, LLC has achieved +12.30% annualized returns at SILVER OAK WEALTH ADVISORS SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.93%
#922/1000
3 Year
+12.30%
#954/1000
5 Year
+12.30%
#949/1000

Portfolio Value

$153.96M

Alpha Score

11.1

#954 of 1000

Holdings

39

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change