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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 63.72% of Silver Oak Wealth Advisors Services's stock portfolio.
Added to shares of these 10 stocks: DFGX, VTIP, VGIT, SHV, VCEB, VCSH, IMCG, DUHP, ESGV, AVLV.
Started 3 new stock positions in VCEB, VGIT, SHV.
Reduced shares in these 10 stocks: CMF, STIP, AVEM, MSFT, GSIE, NVDA, SUB, VCIT, DAVE, VTI.
Silver Oak Wealth Advisors Services was a net seller of stock by $-319k.
Silver Oak Wealth Advisors Services has $154M in assets under management (AUM), dropping by -0.70%.
Central Index Key (CIK): 0002060368

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Positions held by Silver Oak Wealth Advisors Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP)	20.4	$31M		629k	49.95	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	20.0	$31M		713k	43.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	10.8	$17M		148k	112.27	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.8	$11M		286k	36.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.7	$8.8M		109k	80.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.2	$8.0M	-2%	99k	80.58	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	4.5	$7.0M	+2%	88k	78.77	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	3.1	$4.8M	+7%	92k	52.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.5	$3.9M		35k	110.47	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.5	$3.8M	-28%	67k	56.86	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	2.2	$3.3M		35k	95.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$3.3M	+5%	42k	79.27	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.1	$3.2M		64k	49.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$2.8M		34k	82.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$2.2M	-8%	22k	103.43	View chart
Apple (AAPL)	1.1	$1.7M		6.6k	253.80	View chart
Ishares Esg Awr Msci Em (ESGE)	0.9	$1.4M		31k	45.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.2M		3.6k	320.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.1M		5.3k	215.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M		1.9k	577.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$817k		13k	64.08	View chart
NVIDIA Corporation (NVDA)	0.5	$727k	-5%	4.2k	174.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$574k		20k	29.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$554k	-3%	5.2k	106.50	View chart
Microsoft Corporation (MSFT)	0.3	$485k	-27%	1.3k	370.15	View chart
Argan (AGX)	0.3	$436k		800.00	544.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$402k		2.1k	191.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$356k		595.00	597.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$317k		726.00	436.79	View chart
Dave Class A Com New (DAVE)	0.2	$309k	-4%	1.8k	174.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$266k		1.8k	148.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$244k		7.9k	30.68	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$238k		6.9k	34.55	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$230k		2.3k	101.94	View chart
Oracle Corporation (ORCL)	0.1	$229k		1.6k	147.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$225k	NEW	3.8k	59.55	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$216k	NEW	2.0k	110.39	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$215k	NEW	3.4k	62.83	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$213k		1.8k	118.51	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 2026 Q1 filed April 29, 2026
Silver Oak Wealth Advisors Services 2025 Q4 filed Jan. 29, 2026
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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