Silver Oak Wealth Advisors Services
Silver Oak Wealth Advisors Services reported 40 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VTIP (20.6%), GSIE (19.3%) and ESGV (11.5%). Compared with Q1 2026, the fund opened new positions in CSCO, VBR and AGG, added to VTIP, VCSH and ESGD, trimmed GSIE, ESGV and AVLV and sold out of AGX and DAVE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTIP Vanguard Shrt Inf Prot | $34.3M | 20.6% | 683K | +54K (+9%) | 7 of 7 | |
| 2 |  GSIE Goldman Sachs ETF TR | $32.2M | 19.3% | 705K | −7,656 (−1%) | 7 of 7 | |
| 3 |  ESGV Vanguard Esg US Stock | $19.2M | 11.5% | 145K | −2,968 (−2%) | 7 of 7 | |
| 4 | DIMENSIONAL ETF TRUST | $12.2M | 7.3% | 292K | +6,035 (+2%) | 7 of 7 | |
| 5 |  AVLV American Centy ETF TR | $9.1M | 5.5% | 100K | −8,739 (−8%) | 7 of 7 | |
| 6 |  AVEM American Centy ETF TR | $8.8M | 5.3% | 91K | −7,895 (−8%) | 7 of 7 | |
| 7 |  IMCG Ishares TR | $8.3M | 5.0% | 84K | −3,969 (−4%) | 7 of 7 | |
| 8 |  DFGX Dimensional ETF Trust | $4.9M | 2.9% | 92K | No change | 5 of 7 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $4.3M | 2.6% | 54K | +12K (+29%) | 7 of 7 | |
| 10 |  AVUV American Centy ETF TR | $4M | 2.4% | 32K | −2,437 (−7%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Silver Oak Wealth Advisors Services 13F FAQ
What does Silver Oak Wealth Advisors Services own?
Silver Oak Wealth Advisors Services reported 40 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VTIP (20.6%), GSIE (19.3%) and ESGV (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Silver Oak Wealth Advisors Services buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 8 added to, 16 trimmed and 2 sold out. New positions include CSCO, VBR and AGG. It sold all of AGX and DAVE.
When will Silver Oak Wealth Advisors Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Silver Oak Wealth Advisors Services's portfolio worth?
The Q2 2026 filing reports $167M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.