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 $167.03 million in total holdings as of June 30, 2026.Silver Oak Wealth Advisors Services, LLC owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 3.17% of the portfolio was sold this quarter.This quarter, Silver Oak Wealth Advisors Services, LLC has purchased 39 new stocks and bought additional shares in 10 stocks.Silver Oak Wealth Advisors Services, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $34,321,165Goldman Sachs ActiveBeta International Equity ETF $32,240,018Vanguard ESG U.S. Stock ETF $19,191,799Dimensional US High Profitability ETF $12,201,340Avantis U.S. Large Cap Value ETF $9,143,756 Largest New Holdings this Quarter 17275R102 - Cisco Systems $256,415 Holding922908611 - Vanguard Small-Cap Value ETF $219,782 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $218,915 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 54,473 shares (about $2.74M)Vanguard Short-Term Corporate Bond ETF 12,240 shares (about $967.32K)Vanguard Growth ETF 3,630 shares (about $312.69K)Cisco Systems 2,183 shares (about $256.42K)Dimensional US High Profitability ETF 6,035 shares (about $251.84K) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 9,773 shares (about $998.41K)Avantis U.S. Large Cap Value ETF 8,739 shares (about $797.09K)Avantis Emerging Markets Equity ETF 7,895 shares (about $761.78K)Vanguard ESG U.S. Stock ETF 2,968 shares (about $392.49K)iShares Morningstar Mid-Cap Growth ETF 3,969 shares (about $390.15K) 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$34,321,165$2,736,180 â–²8.7%683,28020.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$32,240,018$349,879 â–¼-1.1%705,47119.3%ETFESGVVanguard ESG U.S. Stock ETF$19,191,799$392,487 â–¼-2.0%145,12911.5%ETFDUHPDimensional US High Profitability ETF$12,201,340$251,840 â–²2.1%292,3887.3%ETFAVLVAvantis U.S. Large Cap Value ETF$9,143,756$797,088 â–¼-8.0%100,2495.5%ETFAVEMAvantis Emerging Markets Equity ETF$8,790,673$761,784 â–¼-8.0%91,1055.3%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$8,303,218$390,153 â–¼-4.5%84,4685.0%ETFDIMENSIONAL ETF TRUST$4,907,591$4,126 â–¼-0.1%91,5772.9%INTL COR FIX ETFVCSHVanguard Short-Term Corporate Bond ETF$4,275,424$967,323 â–²29.2%54,0992.6%ETFAVUVAvantis U.S. Small Cap Value ETF$4,048,677$304,038 â–¼-7.0%32,4522.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,621,135$28,581 â–²0.8%35,2222.2%ETFCMFiShares California Muni Bond ETF$3,485,118$349,987 â–¼-9.1%60,4642.1%ETFJMUBJPMorgan Municipal ETF$3,190,314$25,938 â–¼-0.8%62,9751.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,012,769$184,062 â–²6.5%36,4521.8%ETFAAPLApple$1,858,059$57,874 â–¼-3.0%6,4211.1%TechnologyESGEiShares ESG Aware MSCI EM ETF$1,710,604$6,672 â–²0.4%31,2781.0%ETFQQQInvesco QQQ$1,421,4730.0%1,9300.9%ETFVTIVanguard Total Stock Market ETF$1,298,389$38,482 â–¼-2.9%3,5090.8%ETFVIGVanguard Dividend Appreciation ETF$1,235,343$10,647 â–¼-0.9%5,2210.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,222,344$998,409 â–¼-45.0%11,9650.7%ETFVEAVanguard FTSE Developed Markets ETF$905,659$2,708 â–¼-0.3%12,7110.5%ETFNVDANVIDIA$834,966$600 â–²0.1%4,1730.5%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$666,4330.0%19,6940.4%ETFSUBiShares Short-Term National Muni Bond ETF$554,1760.0%5,2050.3%ETFMSFTMicrosoft$488,988$373 â–²0.1%1,3110.3%TechnologyRSPInvesco S&P 500 Equal Weight ETF$445,5400.0%2,0940.3%ETFVUGVanguard Growth ETF$375,226$312,688 â–²500.0%4,3560.2%ETFVOOVanguard S&P 500 ETF$353,906$54,976 â–¼-13.4%5150.2%ETFIGMiShares Expanded Tech Sector ETF$294,4440.0%1,8000.2%ETFVYMVanguard High Dividend Yield ETF$283,3750.0%1,7930.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$280,4160.0%6,9000.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$257,2030.0%2,2550.2%ETFCSCOCisco Systems$256,415$256,415 â–²New Holding2,1830.2%TechnologySCHDSchwab US Dividend Equity ETF$251,6820.0%7,9370.2%ETFORCLOracle$225,687$2,345 â–¼-1.0%1,5400.1%TechnologyVGITVanguard Intermediate-Term Treasury ETF$224,478$1,946 â–²0.9%3,8060.1%ETFVBRVanguard Small-Cap Value ETF$219,782$219,782 â–²New Holding9040.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$218,915$218,915 â–²New Holding2,2120.1%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$214,9530.0%3,4250.1%ETFSHViShares Short Treasury Bond ETF$202,269$14,014 â–¼-6.5%1,8330.1%ETFAGXArgan$0$435,720 â–¼-100.0%00.0%IndustrialsDAVEDave$0$309,184 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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