§ 13F · FUND PROFILE
SILVER OAK WEALTH ADVISORS SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138.8T (13F)Positions · 38Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | 623K | $30.8T | 19.9% | +4% |
| 2 | GSIE | GOLDMAN SACHS ETF TR | 714K | $30.7T | 19.8% | −1% |
| 3 | ESGV | VANGUARD WORLD FD | 148K | $17.9T | 11.5% | −1% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 284K | $10.8T | 7.0% | −3% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 108K | $8.2T | 5.3% | ±0% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 101K | $7.8T | 5.0% | −2% |
| 7 | IMCG | ISHARES TR | 86K | $6.9T | 4.4% | +1% |
| 8 | CMF | ISHARES TR | 92K | $5.3T | 3.4% | +1% |
| 9 | DFGX | DIMENSIONAL ETF TRUST | 85K | $4.5T | 2.9% | +7% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 35K | $3.5T | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVER SIGNAL
AC read
SILVER OAK WEALTH ADVISORS SERVICES, LLC is a Other fund managing $138788.7 trillion in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed