SEC Form 13F

SILVER OAK WEALTH ADVISORS SERVICES, LLC 13F Holdings

Inspect SILVER OAK WEALTH ADVISORS SERVICES, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-06T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-06
Reported value
$167,033,722
Positions
40

Read this manager's filing book

Step 1 of 3

Disclosed positions

SILVER OAK WEALTH ADVISORS SERVICES, LLC: source evidence dated 2026-08-06T03:59:59.999Z.

Issuer
VANGUARD MALVERN FDS
Ticker
VTIP
Class
STRM INFPROIDX
Reported value
$34,321,165
Reported amount
683,280
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001941040-26-000514
What you should see

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Step 3 of 3

Browse institutional filings

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Browse institutional filings
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Disclosed positions

See the complete disclosed positions
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$34,321,165683,280SHNone
GOLDMAN SACHS ETF TRGSIEACTIVEBETA INT$32,240,018705,471SHNone
VANGUARD WORLD FDESGVESG US STK ETF$19,191,799145,129SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$12,201,340292,388SHNone
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$9,143,756100,249SHNone
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$8,790,67391,105SHNone
ISHARES TRIMCGMRGSTR MD CP GRW$8,303,21884,468SHNone
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$4,907,59191,577SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$4,275,42454,099SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$4,048,67732,452SHNone
ISHARES TRESGDESG AW MSCI EAFE$3,621,13535,222SHNone
ISHARES TRCMFCALIF MUN BD ETF$3,485,11860,464SHNone
J P MORGAN EXCHANGE TRADED FJMUBMUNICIPAL ETF$3,190,31462,975SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$3,012,76936,452SHNone
APPLE INCAAPLCOM$1,858,0596,421SHNone
ISHARES INCESGEESG AWR MSCI EM$1,710,60431,278SHNone
INVESCO QQQ TRQQQUNIT SER 1$1,421,4731,930SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,298,3893,509SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$1,235,3435,221SHNone
ISHARES TRSTIP0-5 YR TIPS ETF$1,222,34411,965SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$905,65912,711SHNone
NVIDIA CORPORATIONNVDACOM$834,9664,173SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$666,43319,694SHNone
ISHARES TRSUBSHRT NAT MUN ETF$554,1765,205SHNone
MICROSOFT CORPMSFTCOM$488,9881,311SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$445,5402,094SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$375,2264,356SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$353,906515SHNone
ISHARES TRIGMEXPND TEC SC ETF$294,4441,800SHNone
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$283,3751,793SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$280,4166,900SHNone
VANGUARD ADMIRAL FDS INCIVOVMIDCP 400 VAL$257,2032,255SHNone
CISCO SYS INCCSCOCOM$256,4152,183SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$251,6827,937SHNone
ORACLE CORPORCLCOM$225,6871,540SHNone
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$224,4783,806SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$219,782904SHNone
ISHARES TRAGGCORE US AGGBD ET$218,9152,212SHNone
VANGUARD WORLD FDVCEBESG US CORP BD$214,9533,425SHNone
ISHARES TRSHVTRUST ISHARE 0-1$202,2691,833SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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