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CIK: 0002060368
Total reported value
$167.0M
$167.0M
38 檔
52.4%
As reported in its official Q2 2025 Form 13F filing, Silver Oak Wealth Advisors Services, LLC's tracked investment portfolio stood at $167.0M with 38 total positions.
During Q2 2025, Silver Oak Wealth Advisors Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 20.21% | +0.15% | +73.84% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 18.52% | -0.68% | +33.47% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 11.76% | +0.69% | -15.94% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.31% | +0.46% | +14.12% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.22% | -0.24% | -13.47% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.98% | +0.08% | -7.25% | |
| 7 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.83% | +0.45% | -18.34% | |
| 8 | CMF | Ishares California Muni Bond | ETF-Other | 3.19% | -0.37% | +229.58% | |
| 9 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.68% | -0.18% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.46% | +0.40% | -24.57% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.25% | — | +8.16% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.25% | -0.08% | -5.26% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.74% | -0.04% | -21.30% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.69% | -0.15% | — | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.42% | -0.73% | +18.32% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | — | +0.51% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.02% | — | |
| 18 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.88% | +0.10% | -2.82% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.03% | -5.52% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.13% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | +0.01% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.03% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | -7.56% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.41% | -0.03% | -0.97% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.41% | +0.03% | — | |
| 26 | DAVE | Dave Inc | Stock-Other | 0.36% | -0.20% | EXIT | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.30% | -0.02% | -90.93% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | +0.01% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | +0.49% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.01% | — | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.02% | +2.95% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | — | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.01% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | -0.01% | — | |
| 35 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.16% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | +0.13% | NEW | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.15% | +0.02% | — | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.15% | +0.04% | — |
According to official SEC Form 13F filings, Silver Oak Wealth Advisors Services, LLC reported a total U.S. public equity portfolio value of $167.0M across 38 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTIP, GSIE, ESGV) accounted for 52.4% of total reported equity market value during Q2 2025.
During Q2 2025, Silver Oak Wealth Advisors Services, LLC's top holdings by market value included VTIP (20.2%)、GSIE (18.5%)、ESGV (11.8%). The largest single position, VTIP, represented 20.2% of total portfolio value.
In Q2 2025, Silver Oak Wealth Advisors Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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