Silver Oak Wealth Advisors Services, LLC
Silver Oak Wealth Advisors Services, LLC reported 40 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Silver Oak Wealth Advisors Services, LLC reported 40 holdings worth US$167M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,421 | US$1.86M | 1.1% |
| Nvidia Corporation | 4,173 | US$835K | 0.50% |
| Microsoft Corp. | 1,311 | US$489K | 0.29% |
| Cisco Systems, Inc. | 2,183 | US$256K | 0.15% |
| Oracle Corporation | 1,540 | US$226K | 0.14% |
| Argan, Inc. | 0 | US$0 | 0.00% |
| Dave Inc. | 0 | US$0 | 0.00% |