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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SLOY Dahl & Holst LLC
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|---|---|
| CRD # | 110102 |
| SEC # | 801-31712 |
| CIK # | 0001690295 |
| AUM | $1.7 B (2025-04-14) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 503-248-9800 |
| Address | 1220 Main Street Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 373.4 | ||
| Apple Inc | 39.6 | ||
| Coinbase Global Inc | 37.2 | ||
| Nvidia Corp | 35.1 | ||
| Grayscale Bitcoin MINI Trust BTC | 31.3 | ||
| Palantir Technologies Inc | 20.4 | ||
| Grayscale Ethereum MINI Trust ETH | 18.3 | ||
| Grayscale Bitcoin Trust BTC | 11.5 | ||
| MicroStrategy Inc | 9.2 | ||
| Netflix Inc | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 109.1 |
| (b) Individuals (high net worth individuals) | 160 | 756.9 |
| (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 | 72 | 782.5 |
| (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 | 8 | 33.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,016 | 1,681.6 |
| By Discretionary | ||
| Discretionary | 1,016 | 1,681.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,016 | 1,681.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,681.6 | |
| Total | 1,016 | 1,681.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001690295] |
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|---|---|---|
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WI | 1.7 |
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CT | 1.7 |
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Patriot Investment Management Group Inc
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TN | 1.7 |
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Waterloo Capital LP
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TX | 1.7 |
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JNBA Financial Advisors LLC
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MN | 1.7 |
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Mainline West Fund Manager LLC
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CO | 1.7 |
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DHK Financial Advisors Inc
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NH | 1.7 |
|
Jackson Thornton Wealth Management LLC
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AL | 1.7 |
|
Colonial Trust Advisors Inc
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SC | 1.7 |
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Larch Capital Partners LLC
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FL | 1.7 |