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Manager record

Silver Oak Wealth Advisors Services, Llc

Los Angeles, CA · CIK 2060368 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$167.03MReported 13F valueQ2 2026 · as filed
40Holdings listed
+8.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $138.8M$138.8MQ2 202538 holdingsQ3 2025: $151.8M$151.8MQ3 202537 holdingsQ4 2025: $155.0M$155.0MQ4 202536 holdingsQ1 2026: $154.0M$154.0MQ1 202639 holdingsQ2 2026: $167.0M$167.0MQ2 202640 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$167.03M · 40 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$153.96M · 39 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$155.05M · 36 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$151.77M · 37 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$138.79M · 38 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology