SILVER OAK WEALTH ADVISORS SERVICES, LLC

CIK

2060368

Location

LOS ANGELES, CA

Portfolio Value

Micro $4,980,276

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,979 / 8,232 ▲ 187

Top Industry

Consumer Electronics 43.5%

3Y Alpha vs SPY

+1.2%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+25.2%

SPY

+23.4%

Annualised alpha

+1.2%

Max drawdown

−25.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.7%

+1.8 pts

Top 5

89.2%

−1.0 pts

Top 10

100.0%

0.0 pts

HHI

2,083

Moderately concentrated+71

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	68.9%	$3,430,599	5
Unclassified	22.4%	$1,113,957	1
Industrials	8.7%	$435,720	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−494	1,310	$484,922
NVDA	Nvidia Corp	−254	4,170	$727,248
DAVE	Dave Inc./DE	−90	1,776	$309,183
AAPL	Apple Inc.	−28	6,621	$1,680,343
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $4,980,276 total · as of Mar 31, 2026

All sectors Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	6,621	-28	$1,680,343	−7.0%	33.74%
QQQ	Invesco Qqq Trust, Series 1	Held	1,930	0	$1,113,957	−6.0%	22.37%
NVDA	Nvidia Corp Technology	Reduced	4,170	-254	$727,248	−11.9%	14.60%
MSFT	Microsoft Corp Technology	Reduced	1,310	-494	$484,922	−44.4%	9.74%
AGX	Argan Inc Industrials	Held	800	0	$435,720	+73.8%	8.75%
DAVE	Dave Inc./DE Technology	Reduced	1,776	-90	$309,183	−25.2%	6.21%
ORCL	Oracle Corp Technology	Held	1,556	0	$228,903	−24.5%	4.60%