Silver Oak Wealth Advisors Services, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 38 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 $28B, Goldman Sachs ETF Tr Activebet with a value of $25.7B, Vanguard World Fd Esg U.S. Sto with a value of $16.3B, Dimensional ETF Tr Dimensional with a value of $10.1B, and American Centy ETF Tr Avantis with a value of $7.24B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $112B to 139B.

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.

Portfolio value $139 Billion
ETFs: $124 Billion
Technology: $2.95 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $139 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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