Silver Oak Wealth Advisors Services, LLC Top Holdings and 13F Report (2026) About Silver Oak Wealth Advisors Services, LLCInvestment ActivitySilver Oak Wealth Advisors Services, LLC has $166.69 million in total holdings as of September 30, 2026.Silver Oak Wealth Advisors Services, LLC owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 19.46% of the portfolio was purchased this quarter.About 18.83% of the portfolio was sold this quarter.This quarter, Silver Oak Wealth Advisors Services, LLC has purchased 40 new stocks and bought additional shares in 14 stocks.Silver Oak Wealth Advisors Services, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $34,751,977Vanguard ESG U.S. Stock ETF $19,826,472Vanguard FTSE Developed Markets ETF $18,448,686Goldman Sachs ActiveBeta International Equity ETF $14,014,630DFA INVT DIMENSIONS GROUP IN $12,354,089 Largest New Holdings this Quarter 25239Y196 - DFA INVT DIMENSIONS GROUP IN $12,354,089 Holding922042775 - Vanguard FTSE All-World ex-US ETF $841,980 Holding11135F101 - Broadcom $200,178 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 248,565 shares (about $17.55M)DFA INVT DIMENSIONS GROUP IN 294,777 shares (about $12.35M)Vanguard Short-Term Inflation-Protected Securities ETF 22,774 shares (about $1.12M)Vanguard FTSE All-World ex-US ETF 10,148 shares (about $841.98K)Broadcom 570 shares (about $200.18K) Largest Sales this Quarter Goldman Sachs ActiveBeta International Equity ETF 399,742 shares (about $18.32M)DIMENSIONAL ETF TRUST 9,345 shares (about $477.90K)Vanguard Short-Term Corporate Bond ETF 2,040 shares (about $157.59K)Avantis U.S. Large Cap Value ETF 729 shares (about $65.93K)iShares Morningstar Mid-Cap Growth ETF 634 shares (about $59.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilver Oak Wealth Advisors Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIPVanguard Short-Term Inflation-Protected Securities ETF$34,751,977$1,120,936 ▲3.3%706,05420.8%ETFESGVVanguard ESG U.S. Stock ETF$19,826,472$157,080 ▲0.8%146,28811.9%ETFVEAVanguard FTSE Developed Markets ETF$18,448,686$17,551,163 ▲1,955.5%261,27611.1%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$14,014,630$18,324,190 ▼-56.7%305,7298.4%ETFDFA INVT DIMENSIONS GROUP IN$12,354,089$12,354,089 ▲New Holding294,7777.4%U.S. HIGH RELATIAVLVAvantis U.S. Large Cap Value ETF$9,000,568$65,931 ▼-0.7%99,5205.4%ETFAVEMAvantis Emerging Markets Equity ETF$8,579,289$13,633 ▲0.2%91,2505.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$7,871,188$59,526 ▼-0.8%83,8344.7%ETFDIMENSIONAL ETF TRUST$4,205,319$477,900 ▼-10.2%82,2322.5%INTL COR FIX ETFVCSHVanguard Short-Term Corporate Bond ETF$4,021,533$157,589 ▼-3.8%52,0592.4%ETFAVUVAvantis U.S. Small Cap Value ETF$3,788,972$32,857 ▼-0.9%32,1732.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,668,850$39,262 ▲1.1%35,6032.2%ETFCMFiShares California Muni Bond ETF$3,272,2860.0%60,4642.0%ETFJ P MORGAN EXCHANGE TRADED F$3,017,999$21,649 ▲0.7%63,4301.8%MUNICIPAL ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,797,641$56,932 ▼-2.0%35,7251.7%ETFAAPLApple$2,138,4110.0%6,4211.3%TechnologyESGEiShares ESG Aware MSCI EM ETF$1,704,480$10,453 ▲0.6%31,4711.0%ETFQQQInvesco QQQ$1,427,9780.0%1,9300.9%ETFVTIVanguard Total Stock Market ETF$1,313,672$374 ▲0.0%3,5100.8%ETFVIGVanguard Dividend Appreciation ETF$1,207,797$10,265 ▼-0.8%5,1770.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,192,9110.0%11,9650.7%ETFNVDANVIDIA$953,0180.0%4,1730.6%TechnologyVEUVanguard FTSE All-World ex-US ETF$841,980$841,980 ▲New Holding10,1480.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$707,5920.0%19,6940.4%ETFMSFTMicrosoft$672,740$513 ▲0.1%1,3120.4%TechnologySUBiShares Short-Term National Muni Bond ETF$544,1310.0%5,2050.3%ETFRSPInvesco S&P 500 Equal Weight ETF$435,5940.0%2,0940.3%ETFVUGVanguard Growth ETF$392,5190.0%4,3560.2%ETFVOOVanguard S&P 500 ETF$371,070$9,820 ▲2.7%5290.2%ETFVGITVanguard Intermediate-Term Treasury ETF$307,154$91,506 ▲42.4%5,4210.2%ETFIGMiShares Expanded Tech Sector ETF$304,2720.0%1,8000.2%ETFVYMVanguard High Dividend Yield ETF$278,3000.0%1,7930.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$274,0680.0%6,9000.2%ETFSCHDSchwab US Dividend Equity ETF$258,1900.0%7,9370.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$240,9910.0%2,2550.1%ETFCSCOCisco Systems$234,418$538 ▼-0.2%2,1780.1%TechnologyVCEBVanguard ESG U.S. Corporate Bond ETF$226,821$22,760 ▲11.2%3,8070.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$214,991$5,862 ▲2.8%2,2740.1%ETFORCLOracle$211,4420.0%1,5400.1%TechnologyVBRVanguard Small-Cap Value ETF$208,9640.0%9040.1%ETFISHARES TR$202,664$441 ▲0.2%1,8370.1%TRUST ISHARE 0-1AVGOBroadcom$200,178$200,178 ▲New Holding5700.1%TechnologyDUHPDimensional US High Profitability ETF$0$12,201,340 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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