StockDriftsStockDriftsTop 40 Silver Oak Wealth Advisors Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 20.55% | 683.3K | $34.3M | +8.66%(+54.47K) | $49.52(+0.34%) | 2026-06-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 19.3% | 705.5K | $32.2M | -1.07%(-7.66K) | $36.02(+33.83%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 11.49% | 145.1K | $19.2M | -2.00%(-2.97K) | $103.32(+32.33%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.3% | 292.4K | $12.2M | +2.11%(+6.04K) | $34.12(+24.98%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 5.47% | 100.2K | $9.1M | -8.02%(-8.74K) | $66.46(+42.10%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.26% | 91.1K | $8.8M | -7.97%(-7.89K) | $61.98(+49.27%) | 2026-06-30 | |
| IMCG | ISHARES TR | 4.97% | 84.5K | $8.3M | -4.49%(-3.97K) | $74.58(+32.96%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 2.94% | 91.6K | $4.9M | -0.08%(-77) | $52.92(-0.92%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.56% | 54.1K | $4.3M | +29.24%(+12.24K) | $78.83(-0.36%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.42% | 32.5K | $4.0M | -6.99%(-2.44K) | $96.06(+32.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.63% |
Silver Oak Wealth Advisors Services LLC reports $167.03M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (20.6%), GSIE (19.3%) and ESGV (11.5%). The top 20 holdings account for 95.46% of reported assets. Its disclosed equity book has returned +21.92% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Silver Oak Wealth Advisors Services LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Silver Oak Wealth Advisors Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2060368). View Silver Oak Wealth Advisors Services LLC’s 13F filings on SEC