Silver Oak Wealth Advisors Services

Latest statistics and disclosures from Silver Oak Wealth Advisors Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTIP, GSIE, ESGV, DUHP, AVLV, and represent 63.44% of Silver Oak Wealth Advisors Services's stock portfolio.
  • Added to shares of these 10 stocks: VTIP, VCIT, STIP, DFGX, JMUB, VCSH, ORCL, IMCG, CMF, ESGE.
  • Reduced shares in these 10 stocks: DUHP, GSIE, SHV, AVEM, ESGV, VTI, NVDA, AVLV, AVUV, ESGD.
  • Sold out of its position in SHV.
  • Silver Oak Wealth Advisors Services was a net buyer of stock by $1.6M.
  • Silver Oak Wealth Advisors Services has $155M in assets under management (AUM), dropping by 2.16%.
  • Central Index Key (CIK): 0002060368

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Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 19.9 $31M +3% 623k 49.46
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 19.8 $31M 714k 42.94
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Vanguard World Esg Us Stk Etf (ESGV) 11.5 $18M 148k 120.96
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Dimensional Etf Trust Us High Profitab (DUHP) 7.0 $11M -3% 284k 38.03
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.3 $8.2M 108k 75.77
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American Centy Etf Tr Avantis Emgmkt (AVEM) 5.0 $7.8M -2% 101k 77.02
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Ishares Tr MRGSTR MD CP GRW (IMCG) 4.4 $6.9M 86k 79.84
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Ishares Tr Calif Mun Bd Etf (CMF) 3.4 $5.3M 93k 57.46
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 2.9 $4.5M +7% 85k 52.64
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $3.5M 35k 101.98
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Ishares Tr Esg Aw Msci Eafe (ESGD) 2.1 $3.3M 35k 95.09
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.1 $3.2M +4% 63k 50.50
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $3.2M +2% 40k 79.73
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $2.9M +32% 34k 83.75
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.6 $2.4M +23% 24k 102.39
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Apple (AAPL) 1.2 $1.8M 6.6k 271.87
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Ishares Esg Awr Msci Em (ESGE) 0.9 $1.4M 32k 44.17
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M -4% 3.7k 335.31
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.2M 1.9k 614.41
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Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.2M 5.3k 219.80
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Microsoft Corporation (MSFT) 0.6 $872k 1.8k 483.62
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NVIDIA Corporation (NVDA) 0.5 $825k -5% 4.4k 186.50
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $804k 13k 62.47
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $642k 20k 32.62
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $577k 5.4k 106.70
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Dave Class A Com New (DAVE) 0.3 $413k 1.9k 221.41
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $401k 2.1k 191.56
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $370k 590.00 626.80
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Vanguard Index Fds Growth Etf (VUG) 0.2 $354k 726.00 487.86
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Oracle Corporation (ORCL) 0.2 $303k +29% 1.6k 194.91
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $257k 1.8k 143.53
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Argan (AGX) 0.2 $251k 800.00 313.32
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $233k 1.8k 129.16
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $228k 6.9k 33.08
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $228k 2.3k 101.00
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $218k 7.9k 27.43
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Past Filings by Silver Oak Wealth Advisors Services

SEC 13F filings are viewable for Silver Oak Wealth Advisors Services going back to 2024