Institutions / Silver Oak Wealth Advisors Services, LLC
Silver Oak Wealth Advisors Services, LLC
CIK 2060368 · Institution · as of Dec 31, 2025
Portfolio value
$155.05M
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Malvern Fds | $30.82M | 19.9% |
| Goldman Sachs ETF Tr | $30.68M | 19.8% |
| Vanguard World Fd | $17.86M | 11.5% |
| Dimensional ETF Trust | $10.80M | 7.0% |
| American Centy ETF Tr | $8.22M | 5.3% |
| American Centy ETF Tr | $7.80M | 5.0% |
| iShares Tr | $6.88M | 4.4% |
| iShares Tr | $5.31M | 3.4% |
| Dimensional ETF Trust | $4.47M | 2.9% |
| American Centy ETF Tr | $3.54M | 2.3% |
| iShares Tr | $3.29M | 2.1% |
| J P Morgan Exchange Traded F | $3.18M | 2.1% |
| Vanguard Scottsdale Fds | $3.16M | 2.0% |
| Vanguard Scottsdale Fds | $2.88M | 1.9% |
| iShares MSCI UAE ETF | $2.42M | 1.6% |
| Apple Inc. | $1.81M | 1.2% |
| iShares Inc | $1.39M | 0.9% |
| Vanguard Index Fds | $1.23M | 0.8% |
| Invesco Qqq Tr | $1.19M | 0.8% |
| Vanguard Specialized Funds | $1.16M | 0.7% |
| Microsoft Corp | $872.5K | 0.6% |
| NVIDIA Corp | $825.1K | 0.5% |
| Vanguard Tax-Managed Fds | $804.3K | 0.5% |
| Schwab Strategic Tr | $642.4K | 0.4% |
| iShares MSCI UAE ETF | $577.4K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.