Silver Oak Wealth Advisors Services, LLC ETF holdings
Los Angeles, CA
Reported $163.4M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$163.4M
ETFs held
35
Change from prior quarter
+8.8%
With price moves
ETFs as a share of its 13F
97.8%
of $167.0M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $34.3M | 683,280 | +54,473 shares |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | $32.2M | 705,471 | −7,656 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $19.2M | 145,129 | −2,968 shares |
| DUHP | Dimensional US High Profitability ETF | $12.2M | 292,388 | +6,035 shares |
| AVLV | Avantis US Large Cap Value ETF | $9.1M | 100,249 | −8,739 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $8.8M | 91,105 | −7,895 shares |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $8.3M | 84,468 | −3,969 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $4.9M | 91,577 | −77 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $4.3M | 54,099 | +12,240 shares |
| AVUV | Avantis US Small Cap Value ETF | $4.0M | 32,452 | −2,437 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002060368. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Silver Oak Wealth Advisors Services, LLC own?
Silver Oak Wealth Advisors Services, LLC reported 35 ETF positions worth $163.4M in its Form 13F for June 30, 2026. The largest was VTIP, at $34.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.