Portfolio (Quarterly) Guide ↗

SILVER OAK WEALTH ADVISORS SERVICES, LLC

· CIK 0002060368

13F Portfolio $167M AUM 40 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 7 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGX	ARGAN INC	Industrials	800	$436K	0.28%	SOLD
2	—	DAVE INC	—	1,776	$309K	0.20%	SOLD

Sector Allocation

Technology 72.0%

Financial Services 28.0%