§ 13F · FUND PROFILE
SILVER OAK WEALTH ADVISORS SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152M (13F)Positions · 37Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$656K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | 629K | $31M | 20.4% | +1% |
| 2 | GSIE | GOLDMAN SACHS ETF TR | 713K | $31M | 20.0% | ±0% |
| 3 | ESGV | VANGUARD WORLD FD | 148K | $17M | 10.8% | ±0% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 286K | $11M | 6.8% | +1% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 109K | $9M | 5.7% | ±0% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 99K | $8M | 5.2% | −2% |
| 7 | IMCG | ISHARES TR | 88K | $7M | 4.5% | +3% |
| 8 | DFGX | DIMENSIONAL ETF TRUST | 92K | $5M | 3.1% | +8% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 35K | $4M | 2.5% | +1% |
| 10 | CMF | ISHARES TR | 67K | $4M | 2.5% | −28% |
§ 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 $152 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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