SILVER OAK WEALTH ADVISORS SERVICES, LLC
Strategy in plain words
auto-generated from filingsSILVER OAK WEALTH ADVISORS SERVICES, LLC is a wealth-management firm allocating client money, specialised in technology (81% of the long book), running a $154.0M US long book across 39 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD SHORT-TERM TIPS, GOLDMAN SACHS ACTIVEBETA INT, VANGUARD ESG US STOCK ETF, DIMENSIONAL US HIGH PROFI ET, AVANTIS US LARGE CAP VALUE.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does SILVER OAK own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 39 | $154.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 36 | $155.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 37 | $151.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 38 | $138.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 31 | $112.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Mar 13, 2025 | 40 | $115.6M | canonical | SEC ↗ |