Silver OAK Wealth Advisors Services, LLCETFConcentrated long-term

CIK: 0002060368 | LOS ANGELES, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	40	$167.0M	2026-08-05	SEC ↗
Q1 2026	13F-HR	39	$154.0M	2026-04-29	SEC ↗
Q4 2025	13F-HR	36	$155.0M	2026-01-29	SEC ↗
Q3 2025	13F-HR	37	$151.8M	2025-10-23	SEC ↗
Q2 2025	13F-HR	38	$138.8M	2025-07-30	SEC ↗
Q1 2025	13F-HR	31	$112.1M	2025-04-28	SEC ↗
Q4 2024	13F-HR	40	$115.6M	2025-03-13	SEC ↗