Long-term investor
Silver Oak Wealth Advisors Services, LLC @silveroakwealthadvisorss
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002060368).
Record
- Tracked since 2025-06-30 (448 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +14.1% · all +14.1%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922020805 · 20.5% · long · since 2025-06-30
- 381430107 · 19.3% · long · since 2025-06-30
- 921910733 · 11.5% · long · since 2025-06-30
- 25434V831 · 7.3% · long · since 2025-06-30
- 025072349 · 5.5% · long · since 2025-06-30
- 025072604 · 5.3% · long · since 2025-06-30
- 464288307 · 5.0% · long · since 2025-06-30
- 25434V575 · 2.9% · long · since 2025-06-30
- 92206C409 · 2.6% · long · since 2025-06-30
- 025072877 · 2.4% · long · since 2025-06-30
- 46435G516 · 2.2% · long · since 2025-06-30
- 464288356 · 2.1% · long · since 2025-06-30