Silver Oak Wealth Advisors Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Silver Oak Wealth Advisors Services, LLC reported 31 stock positions worth $112.1 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 15.5% of the portfolio, followed by Goldman Sachs Activebeta Int (GSIE, 15.4%) and Vanguard Short-Term Tips (VTIP, 14.3%). Compared with Q4 2024, it sold out of 9, added to 13 and reduced 11. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +411%) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002060368
- Portfolio Value
- $112.1M (Q1 2025)
- SEC Filing
- 0001941040-25-000239 ↗ filed Apr 28, 2025
Holdings Value
Holdings 31 stocks · $112.1M
| ESGV Vanguard ESG US Stock ETF | 15.47% | 177,091 | $17.3M | Add +0.4% |
| GSIE Goldman Sachs Activebeta Int | 15.44% | 485,582 | $17.3M | Reduce -0.0% |
| VTIP Vanguard Short-Term Tips | 14.28% | 320,889 | $16.0M | Reduce -9.4% |
| DUHP Dimensional US High Profi Et | 7.39% | 250,095 | $8.3M | Add +13.1% |
| AVLV Avantis US Large Cap Value | 7.13% | 122,680 | $8.0M | Reduce -2.3% |
| IMCG iShares Morningstar Mid-Cap | 6.52% | 102,406 | $7.3M | Add +0.8% |
| AVEM Avantis Emerging Markets Eq | 5.83% | 108,731 | $6.5M | Reduce -1.4% |
| VGIT Vanguard Intermediate-Term T | 4.04% | 76,339 | $4.5M | Add +4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.00% | 56,875 | $4.5M | Add +8.8% |
| AVUV Avantis US Small Cap Value | 2.81% | 36,135 | $3.1M | Add +5.5% |
| VCIT Vanguard Int-Term Corporate | 2.69% | 36,925 | $3.0M | Reduce -13.4% |
| ESGD iShares Trust iShares ESG Aw | 2.35% | 32,320 | $2.6M | Add +0.2% |
| STIP iShares 0-5 Year Tips Bond E | 1.49% | 16,161 | $1.7M | Add +410.6% |
| AAPL Apple Inc. | 1.24% | 6,249 | $1.4M | Reduce -0.8% |
| CMF iShares California Muni Bond | 1.21% | 24,135 | $1.4M | Add +24.3% |
| VIG Vanguard Dividend Apprec ETF | 1.13% | 6,508 | $1.3M | Reduce -1.6% |
| ESGE iShares Inc. iShares ESG Awar | 1.00% | 32,086 | $1.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 4,041 | $1.1M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 1,930 | $905K | Reduce -6.4% |
| VEA Vanguard Ftse Developed ETF | 0.59% | 13,070 | $664K | Reduce -10.1% |
| SUB iShares Short-Term National | 0.51% | 5,464 | $577K | Add +77.3% |
| MSFT Microsoft Corp. | 0.48% | 1,442 | $541K | Add +0.1% |
| NVDA Nvidia Corp. | 0.45% | 4,679 | $507K | Add +6.4% |
| SCHG Schwab US Large-Cap Growth | 0.44% | 19,694 | $493K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 2,094 | $363K | No change |
| VOO Vanguard S&P 500 ETF | 0.28% | 606 | $311K | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 726 | $269K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.23% | 2,336 | $258K | Reduce -46.9% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 1,991 | $257K | No change |
| SCHD Schwab US DVD Equity ETF | 0.21% | 8,270 | $231K | No change |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.19% | 2,255 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VTIP Vanguard Short-Term Tips | Reduce -9.4% | 14.28% | −0.55 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.33 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.31 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.29 |
| VCIT Vanguard Int-Term Corporate | Reduce -13.4% | 2.69% | −0.27 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.26 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.25 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.24 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.22 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.19 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -46.9% | 0.23% | −0.19 |
| AAPL Apple Inc. | Reduce -0.8% | 1.24% | −0.13 |
| AVLV Avantis US Large Cap Value | Reduce -2.3% | 7.13% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.4% | 0.81% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.99% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.1% | 0.59% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 1.13% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.4% | 5.83% | +0.23 |
| GSIE Goldman Sachs Activebeta Int | Reduce -0.0% | 15.44% | +1.43 |
Portfolio Buys Q4 2024 → Q1 2025
| STIP iShares 0-5 Year Tips Bond E | Add +410.6% | 1.49% | +1.22 |
| DUHP Dimensional US High Profi Et | Add +13.1% | 7.39% | +0.93 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.8% | 4.00% | +0.48 |
| VGIT Vanguard Intermediate-Term T | Add +4.4% | 4.04% | +0.38 |
| CMF iShares California Muni Bond | Add +24.3% | 1.21% | +0.25 |
| SUB iShares Short-Term National | Add +77.3% | 0.51% | +0.23 |
| ESGD iShares Trust iShares ESG Aw | Add +0.2% | 2.35% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +2.0% | 0.28% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +5.5% | 2.81% | −0.05 |
| IMCG iShares Morningstar Mid-Cap | Add +0.8% | 6.52% | −0.11 |
| MSFT Microsoft Corp. | Add +0.1% | 0.48% | −0.49 |
| NVDA Nvidia Corp. | Add +6.4% | 0.45% | −0.53 |
| ESGV Vanguard ESG US Stock ETF | Add +0.4% | 15.47% | −0.54 |
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 |