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 $153.96 million in total holdings as of March 31, 2026.Silver Oak Wealth Advisors Services, LLC owns shares of 39 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.25% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Silver Oak Wealth Advisors Services, LLC has purchased 36 new stocks and bought additional shares in 12 stocks.Silver Oak Wealth Advisors Services, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $31,408,931Goldman Sachs ActiveBeta International Equity ETF $30,757,156Vanguard ESG U.S. Stock ETF $16,626,836Dimensional US High Profitability ETF $10,526,353Avantis U.S. Large Cap Value ETF $8,785,485 Largest New Holdings this Quarter 92206C706 - Vanguard Intermediate-Term Treasury ETF $224,682 Holding464288679 - iShares Short Treasury Bond ETF $216,364 Holding921910691 - Vanguard ESG U.S. Corporate Bond ETF $215,193 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 6,713 shares (about $352.10K)Vanguard Short-Term Inflation-Protected Securities ETF 5,680 shares (about $283.72K)Vanguard Intermediate-Term Treasury ETF 3,773 shares (about $224.68K)iShares Short Treasury Bond ETF 1,960 shares (about $216.36K)Vanguard ESG U.S. Corporate Bond ETF 3,425 shares (about $215.19K) Largest Sales this Quarter iShares California Muni Bond ETF 25,921 shares (about $1.47M)iShares 0-5 Year TIPS Bond ETF 1,904 shares (about $196.93K)Avantis Emerging Markets Equity ETF 2,306 shares (about $185.82K)Microsoft 494 shares (about $182.86K)Goldman Sachs ActiveBeta International Equity ETF 1,283 shares (about $55.34K) 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$31,408,931$283,716 ▲0.9%628,80720.4%ManufacturingGSIEGoldman Sachs ActiveBeta International Equity ETF$30,757,156$55,336 ▼-0.2%713,12720.0%ETFESGVVanguard ESG U.S. Stock ETF$16,626,836$54,226 ▲0.3%148,09710.8%ETFDUHPDimensional US High Profitability ETF$10,526,353$89,878 ▲0.9%286,3536.8%ETFAVLVAvantis U.S. Large Cap Value ETF$8,785,485$43,690 ▲0.5%108,9885.7%ETFAVEMAvantis Emerging Markets Equity ETF$7,977,404$185,817 ▼-2.3%99,0005.2%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$6,966,150$179,201 ▲2.6%88,4374.5%ETFDIMENSIONAL ETF TRUST$4,807,232$352,095 ▲7.9%91,6543.1%DIMENSIONAL INTEAVUVAvantis U.S. Small Cap Value ETF$3,854,213$21,542 ▲0.6%34,8892.5%ETFCMFiShares California Muni Bond ETF$3,783,237$1,473,868 ▼-28.0%66,5362.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,341,328$29,451 ▲0.9%34,9442.2%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,318,192$179,707 ▲5.7%41,8592.2%ETFJMUBJPMorgan Municipal ETF$3,173,715$24,495 ▲0.8%63,4872.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,832,154$16,302 ▼-0.6%34,2251.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,248,361$196,931 ▼-8.1%21,7381.5%ETFAAPLApple$1,680,412$7,106 ▼-0.4%6,6211.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$1,416,682$13,914 ▼-1.0%31,1560.9%ManufacturingVTIVanguard Total Stock Market ETF$1,159,141$14,758 ▼-1.3%3,6130.8%ETFVIGVanguard Dividend Appreciation ETF$1,132,422$215 ▲0.0%5,2660.7%ETFQQQInvesco QQQ$1,114,1310.0%1,9300.7%FinanceVEAVanguard FTSE Developed Markets ETF$816,956$8,074 ▼-1.0%12,7490.5%ETFNVDANVIDIA$727,232$44,297 ▼-5.7%4,1700.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$573,6760.0%19,6940.4%ETFSUBiShares Short-Term National Muni Bond ETF$554,333$21,939 ▼-3.8%5,2050.4%ETFMSFTMicrosoft$484,900$182,855 ▼-27.4%1,3100.3%Computer and TechnologyAGXArgan$435,7200.0%8000.3%ConstructionRSPInvesco S&P 500 Equal Weight ETF$401,8800.0%2,0940.3%ETFVOOVanguard S&P 500 ETF$355,572$2,988 ▲0.8%5950.2%ETFVUGVanguard Growth ETF$317,1100.0%7260.2%ETFDAVEDave$309,184$15,668 ▼-4.8%1,7760.2%Business ServicesVYMVanguard High Dividend Yield ETF$265,5680.0%1,7930.2%ETFSCHDSchwab US Dividend Equity ETF$243,5070.0%7,9370.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$238,3950.0%6,9000.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$229,8750.0%2,2550.1%ETFORCLOracle$228,9030.0%1,5560.1%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$224,682$224,682 ▲New Holding3,7730.1%ETFSHViShares Short Treasury Bond ETF$216,364$216,364 ▲New Holding1,9600.1%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$215,193$215,193 ▲New Holding3,4250.1%ETFIGMiShares Expanded Tech Sector ETF$213,3180.0%1,8000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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