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| SLOY Dahl & Holst LLC
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|---|---|
| CRD # | 110102 |
| SEC # | 801-31712 |
| CIK # | 0001690295 |
| AUM | 1,803.5 M (2026-05-06) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 503-248-9800 |
| Address | 1220 Main Street Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 378.0 | ||
| Apple Inc | 44.6 | ||
| Nvidia Corp | 38.8 | ||
| Grayscale Bitcoin MINI Trust BTC | 25.5 | ||
| Palantir Technologies Inc | 25.2 | ||
| Coinbase Global Inc | 22.5 | ||
| Grayscale Ethereum MINI Trust ETH | 14.8 | ||
| Microsoft Corp | 12.1 | ||
| Amazon Com Inc | 7.5 | ||
| Grayscale Bitcoin Trust BTC | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 128.0 |
| (b) Individuals (high net worth individuals) | 165 | 757.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 66 | 870.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 48.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,086 | 1,803.5 |
| By Discretionary | ||
| Discretionary | 1,086 | 1,803.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,086 | 1,803.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,803.5 | |
| Total | 1,086 | 1,803.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001690295] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 10 |
| Serves | Institutional, Retail |
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