SILVER OAK WEALTH ADVISORS SERVICES, LLC - Portfolio Stock Holdings
SILVER OAK WEALTH ADVISORS SERVICES, LLC disclosed 39 stock positions in a recent SEC 13F filing. $153,582,187 of stock holdings were filed, with the largest holdings including VTIP, GSIE, and ESGV. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.We estimate the fund has a total AUM of $299,962,641 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
39Est. Stock Holding Value:
$153,582,187Top Stock Holdings By Sector
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Portfolio Stock Holdings - SILVER OAK WEALTH ADVISORS SERVICES, LLC
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