Silver Oak Wealth Advisors Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 13, 2025), Silver Oak Wealth Advisors Services, LLC reported 40 stock positions worth $115.6 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 16.0% of the portfolio, followed by Vanguard Short-Term Tips (VTIP, 14.8%) and Goldman Sachs Activebeta Int (GSIE, 14.0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002060368
- Portfolio Value
- $115.6M (Q4 2024)
- SEC Filing
- 0001941040-25-000176 ↗ filed Mar 13, 2025
Holdings Value
Holdings 40 stocks · $115.6M
| ESGV Vanguard ESG US Stock ETF | 16.00% | 176,371 | $18.5M | — |
| VTIP Vanguard Short-Term Tips | 14.83% | 354,078 | $17.1M | — |
| GSIE Goldman Sachs Activebeta Int | 14.01% | 485,691 | $16.2M | — |
| AVLV Avantis US Large Cap Value | 7.25% | 125,597 | $8.4M | — |
| IMCG iShares Morningstar Mid-Cap | 6.64% | 101,555 | $7.7M | — |
| DUHP Dimensional US High Profi Et | 6.46% | 221,084 | $7.5M | — |
| AVEM Avantis Emerging Markets Eq | 5.61% | 110,241 | $6.5M | — |
| VGIT Vanguard Intermediate-Term T | 3.67% | 73,110 | $4.2M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 3.53% | 52,255 | $4.1M | — |
| VCIT Vanguard Int-Term Corporate | 2.96% | 42,621 | $3.4M | — |
| AVUV Avantis US Small Cap Value | 2.86% | 34,268 | $3.3M | — |
| ESGD iShares Trust iShares ESG Aw | 2.12% | 32,250 | $2.5M | — |
| AAPL Apple Inc. | 1.37% | 6,302 | $1.6M | — |
| VIG Vanguard Dividend Apprec ETF | 1.12% | 6,612 | $1.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 4,073 | $1.2M | — |
| NVDA Nvidia Corp. | 0.98% | 4,399 | $1.1M | — |
| MSFT Microsoft Corp. | 0.97% | 1,441 | $1.1M | — |
| CMF iShares California Muni Bond | 0.96% | 19,424 | $1.1M | — |
| ESGE iShares Inc. iShares ESG Awar | 0.93% | 32,086 | $1.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.91% | 2,062 | $1.1M | — |
| VEA Vanguard Ftse Developed ETF | 0.60% | 14,536 | $695K | — |
| SCHG Schwab US Large-Cap Growth | 0.47% | 19,694 | $549K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.42% | 4,398 | $484K | — |
| AVGO Broadcom Inc. | 0.33% | 510 | $377K | — |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 2,094 | $367K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 1,815 | $360K | — |
| AMZN Amazon.com Inc. | 0.29% | 719 | $339K | — |
| SUB iShares Short-Term National | 0.28% | 3,082 | $325K | — |
| VOO Vanguard S&P 500 ETF | 0.28% | 594 | $320K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.28% | 3,165 | $318K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 726 | $298K | — |
| JPM JPMorgan Chase & Co. | 0.26% | 520 | $295K | — |
| GOOGL Alphabet Inc. Class A | 0.25% | 467 | $289K | — |
| ORCL Oracle Corp. | 0.24% | 1,200 | $278K | — |
| VYM Vanguard High DVD Yield ETF | 0.22% | 1,991 | $254K | — |
| META Meta Platforms Inc. Class A | 0.22% | 24 | $251K | — |
| TSLA Tesla Inc. | 0.20% | 50 | $230K | — |
| SCHD Schwab US DVD Equity ETF | 0.20% | 8,270 | $226K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 381 | $223K | — |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.19% | 2,255 | $215K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $167.0M | VTIP, GSIE, ESGV, DUHP, AVLV |
| Q1 2026 | 39 | $154.0M | VTIP, GSIE, ESGV, DUHP, AVLV |
| Q4 2025 | 36 | $155.0M | VTIP, GSIE, ESGV, DUHP, AVLV |
| Q3 2025 | 37 | $151.8M | VTIP, GSIE, ESGV, DUHP, AVLV |
| Q2 2025 | 38 | $138.8M | VTIP, GSIE, ESGV, DUHP, AVLV |
| Q1 2025 | 31 | $112.1M | ESGV, GSIE, VTIP, DUHP, AVLV |
| Q4 2024 | 40 | $115.6M | ESGV, VTIP, GSIE, AVLV, IMCG |