• 13F History

SILVER OAK WEALTH ADVISORS SERVICES, LLC

13F Filings History

Latest 13F report
Q4 2024 - Mar 13, 2025
Value $
$111M
Signature - Title
Laura Robayo - Chief Compliance Officer
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by SILVER OAK WEALTH ADVISORS SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 40 stock holdings with total value $111M as of Q4 2024. Top holdings included ESGV, VTIP, GSIE, AVLV, and IMCG.
Holdings Value

List of Other Managers Reporting for SILVER OAK WEALTH ADVISORS SERVICES, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 40 $111M $0 $0 ESGV, VTIP, GSIE, AVLV, IMCG 13F-HR 3/13/2025, 02:14 PM