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SILVER OAK WEALTH ADVISORS SERVICES, LLC
SILVER OAK WEALTH ADVISORS SERVICES, LLC
Latest filing: 2026-06-30
SILVER OAK WEALTH ADVISORS SERVICES, LLC runs SILVER OAK WEALTH ADVISORS SERVICES, LLC and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $167.03M. Their top holdings are VTIP, GSIE, ESGV, DUHP, AVLV. The top five represent 64.1% of reported portfolio weight. SILVER OAK WEALTH ADVISORS SERVICES, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SILVER OAK WEALTH ADVISORS SERVICES, LLC initiated 3 new positions. They added to 10 existing positions. They trimmed 17 positions. Their current best-performing preview position is IGM with returns of +38.03%.
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40 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTIP VANGUARD MALVERN FDS | 20.55% | $49.39 | $49.79 | +0.81% | Added +8.66% |
 GSIE GOLDMAN SACHS ETF TR | 19.30% | $35.55 | $48.14 | +35.41% | Trimmed -1.07% |
 ESGV VANGUARD WORLD FD | 11.49% | $104.90 | $135.76 | +29.41% | Trimmed -2.00% |
 DUHP DIMENSIONAL ETF TRUST | 7.30% | $34.23 | $42.39 | +23.84% | Added +2.11% |
 AVLV AMERICAN CENTY ETF TR | 5.47% | $66.98 | $94.63 | +41.27% | Trimmed -8.02% |
 AVEM AMERICAN CENTY ETF TR | 5.26% | $59.24 | $94.23 | +59.06% | Trimmed -7.97% |
 IMCG ISHARES TR | 4.97% | $75.77 | $98.09 | +29.46% | Trimmed -4.49% |
 DFGX DIMENSIONAL ETF TRUST | 2.94% | $53.31 | $52.00 | -2.47% | Trimmed -0.08% |
 VCSH VANGUARD SCOTTSDALE FDS | 2.56% | $78.38 | $78.59 | +0.27% | Added +29.24% |
 AVUV AMERICAN CENTY ETF TR | 2.42% | $96.20 | $126.43 | +31.42% | Trimmed -6.99% |
Showing 1-10 of 40