Silver Oak Wealth Advisors Services, LLC Portfolio Holdings

Silver Oak Wealth Advisors Services, LLC

  • $112 Billion
  • Q1 2025

Silver Oak Wealth Advisors Services, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $17.3B, Goldman Sachs ETF Tr Activebet with a value of $17.3B, Vanguard Sht Trm Inflt Prot Fd with a value of $16B, Dimensional ETF Tr Dimensional with a value of $8.29B, and American Centy ETF Tr Avantis with a value of $8B.

Examining the 13F form we can see an decrease of $3.45B in the current position value, from $116B to 112B.

Silver Oak Wealth Advisors Services, LLC is based out at Los Angeles, CA

Below you can find more details about Silver Oak Wealth Advisors Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $102 Billion
Technology: $2.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 15.47% of portfolio
177,091
Q1 2025 Added 0.41%
$0
$17.3 Billion 15.44% of portfolio
485,582
Q1 2025 Reduced 0.02%
$0
$16 Billion 14.28% of portfolio
320,889
Q1 2025 Reduced 9.37%
$0
$8.29 Billion 7.39% of portfolio
250,095
Q1 2025 Added 13.12%
$0
$8 Billion 7.13% of portfolio
122,680
Q1 2025 Reduced 2.32%
$0
$7.31 Billion 6.52% of portfolio
102,406
Q1 2025 Added 0.84%
$0
$6.54 Billion 5.83% of portfolio
108,731
Q1 2025 Reduced 1.37%
$0
$4.53 Billion 4.04% of portfolio
76,339
Q1 2025 Added 4.42%
$0
$4.49 Billion 4.0% of portfolio
56,875
Q1 2025 Added 8.84%
$0
$3.15 Billion 2.81% of portfolio
36,135
Q1 2025 Added 5.45%
$0
$3.02 Billion 2.69% of portfolio
36,925
Q1 2025 Reduced 13.36%
$0
$2.64 Billion 2.35% of portfolio
32,320
Q1 2025 Added 0.22%
$0
$1.67 Billion 1.49% of portfolio
16,161
Q1 2025 Added 410.62%
$3.42T
$1.39 Billion 1.24% of portfolio
6,249
Q1 2025 Reduced 0.84%
$0
$1.36 Billion 1.21% of portfolio
24,135
Q1 2025 Added 24.25%
$0
$1.26 Billion 1.13% of portfolio
6,508
Q1 2025 Reduced 1.57%
$0
$1.11 Billion 0.99% of portfolio
4,041
Q1 2025 Reduced 0.79%
$0
$905 Million 0.81% of portfolio
1,930
Q1 2025 Reduced 6.4%
$0
$664 Million 0.59% of portfolio
13,070
Q1 2025 Reduced 10.09%
$0
$577 Million 0.51% of portfolio
5,464
Q1 2025 Added 77.29%
$2.95T
$541 Million 0.48% of portfolio
1,442
Q1 2025 Added 0.07%
$271B
$507 Million 0.45% of portfolio
4,679
Q1 2025 Added 6.37%
$0
$493 Million 0.44% of portfolio
19,694
Q4 2024 New
$0
$363 Million 0.32% of portfolio
2,094
Q4 2024 New
$0
$311 Million 0.28% of portfolio
606
Q1 2025 Added 2.02%
$0
$269 Million 0.24% of portfolio
726
Q4 2024 New
$0
$258 Million 0.23% of portfolio
2,336
Q1 2025 Reduced 46.88%
$0
$257 Million 0.23% of portfolio
1,991
Q4 2024 New
$0
$231 Million 0.21% of portfolio
8,270
Q4 2024 New
$0
$208 Million 0.19% of portfolio
2,255
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $112 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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