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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 64.12% of Silver Oak Wealth Advisors Services's stock portfolio.
Added to shares of these 10 stocks: VTIP, VCSH, VUG, CSCO, DUHP, VBR, AGG, VCIT, ESGD, ESGE.
Started 3 new stock positions in AGG, VBR, CSCO.
Reduced shares in these 10 stocks: STIP, AVLV, AVEM, , ESGV, IMCG, CMF, GSIE, DAVE, AVUV.
Sold out of its positions in AGX, DAVE.
Silver Oak Wealth Advisors Services was a net seller of stock by $-115k.
Silver Oak Wealth Advisors Services has $167M in assets under management (AUM), dropping by 8.49%.
Central Index Key (CIK): 0002060368

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Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP)	20.5	$34M	+8%	683k	50.23	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	19.3	$32M		706k	45.70	View chart
Vanguard World Esg Us Stk Etf (ESGV)	11.5	$19M	-2%	145k	132.24	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	7.3	$12M	+2%	292k	41.73	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.5	$9.1M	-8%	100k	91.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.3	$8.8M	-7%	91k	96.49	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	5.0	$8.3M	-4%	85k	98.30	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	2.9	$4.9M		92k	53.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$4.3M	+29%	54k	79.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$4.0M	-6%	33k	124.76	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	2.2	$3.6M		35k	102.81	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.1	$3.5M	-9%	61k	57.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.9	$3.2M		63k	50.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$3.0M	+6%	37k	82.65	View chart
Apple (AAPL)	1.1	$1.9M	-3%	6.4k	289.37	View chart
Ishares Esg Awr Msci Em (ESGE)	1.0	$1.7M		31k	54.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.4M		1.9k	736.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.3M	-2%	3.5k	370.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.2M		5.2k	236.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$1.2M	-44%	12k	102.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$906k		13k	71.25	View chart
NVIDIA Corporation (NVDA)	0.5	$835k		4.2k	200.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$666k		20k	33.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$554k		5.2k	106.47	View chart
Microsoft Corporation (MSFT)	0.3	$489k		1.3k	372.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$446k		2.1k	212.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$375k	+500%	4.4k	86.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$354k	-13%	515.00	687.20	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$294k		1.8k	163.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$283k		1.8k	158.05	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$280k		6.9k	40.64	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.2	$257k		2.3k	114.06	View chart
Cisco Systems (CSCO)	0.2	$256k	NEW	2.2k	117.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$252k		7.9k	31.71	View chart
Oracle Corporation (ORCL)	0.1	$226k		1.5k	146.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$225k		3.8k	58.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$220k	NEW	904.00	243.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$219k	NEW	2.2k	98.97	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$215k		3.4k	62.76	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$202k	-6%	1.8k	110.35	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 Q2 filed Aug. 5, 2026
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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