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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 63.65% of Silver Oak Wealth Advisors Services's stock portfolio.
Added to shares of these 10 stocks: GSIE, VTIP, CMF, JMUB, DFGX, DUHP, MSFT, AGX, AVEM, AVLV.
Started 1 new stock position in AGX.
Reduced shares in these 10 stocks: , VCSH, VIG, VCIT, VBR, SHV, VYM, VOO, SCHD, VEA.
Sold out of its positions in VGIT, VBR.
Silver Oak Wealth Advisors Services was a net buyer of stock by $6.9M.
Silver Oak Wealth Advisors Services has $152M in assets under management (AUM), dropping by 9.35%.
Central Index Key (CIK): 0002060368

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Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP)	20.0	$30M	+7%	599k	50.63	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	19.5	$30M	+11%	721k	41.11	View chart
Vanguard World Esg Us Stk Etf (ESGV)	11.6	$18M		149k	118.44	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	7.3	$11M	+2%	293k	37.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.2	$7.9M	+2%	109k	72.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.1	$7.8M	+2%	104k	75.11	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	4.7	$7.1M	+2%	86k	82.73	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	3.5	$5.2M	+15%	92k	57.04	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.8	$4.3M	+13%	79k	53.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$3.5M	+2%	35k	99.53	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	2.1	$3.3M		35k	92.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$3.1M	-10%	39k	79.93	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.0	$3.0M	+26%	60k	50.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.4	$2.2M	-10%	26k	84.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$2.0M		19k	103.36	View chart
Apple (AAPL)	1.1	$1.7M	+6%	6.6k	254.64	View chart
Ishares Esg Awr Msci Em (ESGE)	0.9	$1.4M		31k	43.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.3M		3.8k	328.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.2M		1.9k	600.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.1M	-19%	5.3k	215.80	View chart
Microsoft Corporation (MSFT)	0.6	$934k	+35%	1.8k	517.81	View chart
NVIDIA Corporation (NVDA)	0.6	$873k		4.7k	186.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$776k		13k	59.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$628k		20k	31.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$578k		5.4k	106.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$397k		2.1k	189.70	View chart
Dave Class A Com New (DAVE)	0.2	$372k		1.9k	199.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$357k	-4%	582.00	612.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$348k		726.00	479.61	View chart
Oracle Corporation (ORCL)	0.2	$338k		1.2k	281.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$253k	-9%	1.8k	140.96	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$227k		2.3k	100.76	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$227k		1.8k	125.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$221k		6.9k	32.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$217k	-4%	7.9k	27.30	View chart
Argan (AGX)	0.1	$216k	NEW	800.00	270.05	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$201k	-24%	1.8k	110.49	View chart

Past Filings by Silver Oak Wealth Advisors Services

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

Silver Oak Wealth Advisors Services 2025 Q3 filed Oct. 23, 2025
Silver Oak Wealth Advisors Services 2025 Q2 filed July 30, 2025
Silver Oak Wealth Advisors Services 2025 Q1 filed April 28, 2025
Silver Oak Wealth Advisors Services 2024 Q4 filed March 13, 2025

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