Silver Oak Wealth Advisors Services, LLC Top Holdings and 13F Report (2025) About Silver Oak Wealth Advisors Services, LLCInvestment ActivitySilver Oak Wealth Advisors Services, LLC has $138.79 million in total holdings as of June 30, 2025.Silver Oak Wealth Advisors Services, LLC owns shares of 38 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.13% of the portfolio was purchased this quarter.About 9.02% of the portfolio was sold this quarter.This quarter, Silver Oak Wealth Advisors Services, LLC has purchased 31 new stocks and bought additional shares in 9 stocks.Silver Oak Wealth Advisors Services, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $28,042,880Goldman Sachs ActiveBeta International Equity ETF $25,704,071Vanguard ESG U.S. Stock ETF $16,321,635Dimensional US High Profitability ETF $10,149,312Avantis U.S. Large Cap Value ETF $7,240,710 Largest New Holdings this Quarter 25434V575 - DIMENSIONAL ETF TRUST $3,725,649 Holding46641Q647 - JPMorgan Municipal ETF $2,351,645 Holding23834J201 - Dave $500,853 Holding68389X105 - Oracle $263,668 Holding922908611 - Vanguard Small-Cap Value ETF $210,511 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 236,956 shares (about $11.91M)Goldman Sachs ActiveBeta International Equity ETF 162,529 shares (about $6.45M)DIMENSIONAL ETF TRUST 69,821 shares (about $3.73M)iShares California Muni Bond ETF 55,410 shares (about $3.09M)JPMorgan Municipal ETF 47,374 shares (about $2.35M) Largest Sales this Quarter Vanguard Intermediate-Term Treasury ETF 69,415 shares (about $4.15M)Vanguard ESG U.S. Stock ETF 28,225 shares (about $3.09M)iShares Morningstar Mid-Cap Growth ETF 18,778 shares (about $1.51M)Avantis U.S. Large Cap Value ETF 16,527 shares (about $1.13M)Vanguard Short-Term Corporate Bond ETF 13,977 shares (about $1.11M) 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$28,042,880$11,911,783 ▲73.8%557,84520.2%ManufacturingGSIEGoldman Sachs ActiveBeta International Equity ETF$25,704,071$6,445,897 ▲33.5%648,11118.5%ETFESGVVanguard ESG U.S. Stock ETF$16,321,635$3,094,583 ▼-15.9%148,86611.8%ETFDUHPDimensional US High Profitability ETF$10,149,312$1,255,942 ▲14.1%285,4147.3%ETFAVLVAvantis U.S. Large Cap Value ETF$7,240,710$1,127,309 ▼-13.5%106,1535.2%ETFAVEMAvantis Emerging Markets Equity ETF$6,912,365$540,024 ▼-7.2%100,8525.0%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$6,709,470$1,506,558 ▼-18.3%83,6284.8%ETFCMFiShares California Muni Bond ETF$4,433,838$3,088,553 ▲229.6%79,5453.2%ETFDIMENSIONAL ETF TRUST$3,725,649$3,725,649 ▲New Holding69,8212.7%GLOBAL EX US CORVCSHVanguard Short-Term Corporate Bond ETF$3,410,428$1,111,184 ▼-24.6%42,8982.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,118,972$235,364 ▲8.2%34,9582.2%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$3,118,690$173,180 ▼-5.3%34,2342.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,409,695$652,177 ▼-21.3%29,0601.7%ETFJMUBJPMorgan Municipal ETF$2,351,645$2,351,645 ▲New Holding47,3741.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,967,742$304,614 ▲18.3%19,1211.4%ETFVIGVanguard Dividend Appreciation ETF$1,338,697$6,754 ▲0.5%6,5411.0%ETFAAPLApple$1,282,1630.0%6,2490.9%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$1,221,364$35,449 ▼-2.8%31,1810.9%ManufacturingVTIVanguard Total Stock Market ETF$1,160,283$67,769 ▼-5.5%3,8180.8%ETFQQQInvesco QQQ$1,064,8310.0%1,9300.8%FinanceVEAVanguard FTSE Developed Markets ETF$745,1210.0%13,0700.5%ETFNVDANVIDIA$739,3130.0%4,6790.5%Computer and TechnologyMSFTMicrosoft$662,839$54,201 ▼-7.6%1,3330.5%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$575,406$5,636 ▼-1.0%5,4110.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$575,2510.0%19,6940.4%ETFDAVEDave$500,853$500,853 ▲New Holding1,8660.4%Business ServicesVGITVanguard Intermediate-Term Treasury ETF$414,148$4,151,947 ▼-90.9%6,9240.3%ETFRSPInvesco S&P 500 Equal Weight ETF$380,5640.0%2,0940.3%ETFVOOVanguard S&P 500 ETF$345,891$1,704 ▲0.5%6090.2%ETFVUGVanguard Growth ETF$318,2780.0%7260.2%ETFSHViShares Short Treasury Bond ETF$265,560$7,619 ▲3.0%2,4050.2%ETFVYMVanguard High Dividend Yield ETF$265,4430.0%1,9910.2%ETFORCLOracle$263,668$263,668 ▲New Holding1,2060.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$219,1540.0%8,2700.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$215,2640.0%2,2550.2%ETFVBRVanguard Small-Cap Value ETF$210,511$210,511 ▲New Holding1,0790.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$204,792$204,792 ▲New Holding6,9000.1%ETFIGMiShares Expanded Tech Sector ETF$202,212$202,212 ▲New Holding1,8000.1%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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