Silver Oak Wealth Advisors Services, LLC Portfolio Holdings

Silver Oak Wealth Advisors Services, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $30.8B, Goldman Sachs ETF Tr Activebet with a value of $30.7B, Vanguard World Fd Esg U.S. Sto with a value of $17.9B, Dimensional ETF Tr Dimensional with a value of $10.8B, and American Centy ETF Tr Avantis with a value of $8.22B.

Examining the 13F form we can see an increase of $3.28B in the current position value, from $152B to 155B.

Silver Oak Wealth Advisors Services, LLC is based out at Los Angeles, CA

Below you can find more details about Silver Oak Wealth Advisors Services, LLC portfolio as well as his latest detailed transactions.