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SILVER OAK WEALTH ADVISORS SERVICES, LLC

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13F filer, CIK 2060368, LOS ANGELES, CA

SILVER OAK WEALTH ADVISORS SERVICES, LLC reported $153,961,903 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 81.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000281

Period
2026-03-31
Reported value
$154M
Holdings
39
Top 10 weight
81.51%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGXadded+6,713$352K
VTIPadded+5,680$284K
VGITnew+3,773$225K
SHVnew+1,960$216K
VCEBnew+3,425$215K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CMFreduced-25,921-$1.47M
STIPreduced-1,904-$197K
AVEMreduced-2,306-$186K
MSFTreduced-494-$183K
GSIEreduced-1,283-$55.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001941040-26-000281, largest first. % of portfolio is the value over $153,961,903, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 354,078 shares; 2025Q1: 320,889 shares; 2025Q2: 557,845 shares; 2025Q3: 599,179 shares; 2025Q4: 623,127 shares; 2026Q1: 628,807 shares 628,807$31.4M20.4%+5,680Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 485,691 shares; 2025Q1: 485,582 shares; 2025Q2: 648,111 shares; 2025Q3: 721,323 shares; 2025Q4: 714,410 shares; 2026Q1: 713,127 shares 713,127$30.8M19.98%-1,283Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 176,371 shares; 2025Q1: 177,091 shares; 2025Q2: 148,866 shares; 2025Q3: 149,059 shares; 2025Q4: 147,614 shares; 2026Q1: 148,097 shares 148,097$16.6M10.8%+483Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 221,084 shares; 2025Q1: 250,095 shares; 2025Q2: 285,414 shares; 2025Q3: 293,362 shares; 2025Q4: 283,908 shares; 2026Q1: 286,353 shares 286,353$10.5M6.84%+2,445Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,597 shares; 2025Q1: 122,680 shares; 2025Q2: 106,153 shares; 2025Q3: 108,909 shares; 2025Q4: 108,446 shares; 2026Q1: 108,988 shares 108,988$8.79M5.71%+542Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,241 shares; 2025Q1: 108,731 shares; 2025Q2: 100,852 shares; 2025Q3: 103,719 shares; 2025Q4: 101,306 shares; 2026Q1: 99,000 shares 99,000$7.98M5.18%-2,306Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,555 shares; 2025Q1: 102,406 shares; 2025Q2: 83,628 shares; 2025Q3: 85,684 shares; 2025Q4: 86,162 shares; 2026Q1: 88,437 shares 88,437$6.97M4.52%+2,275Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,821 shares; 2025Q3: 79,196 shares; 2025Q4: 84,941 shares; 2026Q1: 91,654 shares 91,654$4.81M3.12%+6,713Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,268 shares; 2025Q1: 36,135 shares; 2025Q2: 34,234 shares; 2025Q3: 34,998 shares; 2025Q4: 34,694 shares; 2026Q1: 34,889 shares 34,889$3.85M2.5%+195Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,424 shares; 2025Q1: 24,135 shares; 2025Q2: 79,545 shares; 2025Q3: 91,929 shares; 2025Q4: 92,457 shares; 2026Q1: 66,536 shares 66,536$3.78M2.46%-25,921Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,250 shares; 2025Q1: 32,320 shares; 2025Q2: 34,958 shares; 2025Q3: 34,958 shares; 2025Q4: 34,636 shares; 2026Q1: 34,944 shares 34,944$3.34M2.17%+308Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,255 shares; 2025Q1: 56,875 shares; 2025Q2: 42,898 shares; 2025Q3: 38,574 shares; 2025Q4: 39,592 shares; 2026Q1: 41,859 shares 41,859$3.32M2.16%+2,267Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,374 shares; 2025Q3: 60,164 shares; 2025Q4: 62,997 shares; 2026Q1: 63,487 shares 63,487$3.17M2.06%+490Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,621 shares; 2025Q1: 36,925 shares; 2025Q2: 29,060 shares; 2025Q3: 26,055 shares; 2025Q4: 34,422 shares; 2026Q1: 34,225 shares 34,225$2.83M1.84%-197Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,165 shares; 2025Q1: 16,161 shares; 2025Q2: 19,121 shares; 2025Q3: 19,121 shares; 2025Q4: 23,642 shares; 2026Q1: 21,738 shares 21,738$2.25M1.46%-1,904Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,302 shares; 2025Q1: 6,249 shares; 2025Q2: 6,249 shares; 2025Q3: 6,649 shares; 2025Q4: 6,649 shares; 2026Q1: 6,621 shares 6,621$1.68M1.09%-28Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,086 shares; 2025Q1: 32,086 shares; 2025Q2: 31,181 shares; 2025Q3: 31,181 shares; 2025Q4: 31,462 shares; 2026Q1: 31,156 shares 31,156$1.42M0.92%-306Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,073 shares; 2025Q1: 4,041 shares; 2025Q2: 3,818 shares; 2025Q3: 3,823 shares; 2025Q4: 3,659 shares; 2026Q1: 3,613 shares 3,613$1.16M0.75%-46Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,612 shares; 2025Q1: 6,508 shares; 2025Q2: 6,541 shares; 2025Q3: 5,256 shares; 2025Q4: 5,265 shares; 2026Q1: 5,266 shares 5,266$1.13M0.74%+1Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,062 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930$1.11M0.72%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,536 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 12,945 shares; 2025Q4: 12,875 shares; 2026Q1: 12,749 shares 12,749$817K0.53%-126Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,399 shares; 2025Q1: 4,679 shares; 2025Q2: 4,679 shares; 2025Q3: 4,680 shares; 2025Q4: 4,424 shares; 2026Q1: 4,170 shares 4,170$727K0.47%-254Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,694 shares; 2025Q1: 19,694 shares; 2025Q2: 19,694 shares; 2025Q3: 19,694 shares; 2025Q4: 19,694 shares; 2026Q1: 19,694 shares 19,694$574K0.37%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 5,464 shares; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares; 2025Q4: 5,411 shares; 2026Q1: 5,205 shares 5,205$554K0.36%-206Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,441 shares; 2025Q1: 1,442 shares; 2025Q2: 1,333 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,310 shares 1,310$485K0.31%-494Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$436K0.28%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares 2,094$402K0.26%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 594 shares; 2025Q1: 606 shares; 2025Q2: 609 shares; 2025Q3: 582 shares; 2025Q4: 590 shares; 2026Q1: 595 shares 595$356K0.23%+5Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726$317K0.21%0Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares; 2026Q1: 1,776 shares 1,776$309K0.2%-90Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares; 2026Q1: 1,793 shares 1,793$266K0.17%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,270 shares; 2025Q1: 8,270 shares; 2025Q2: 8,270 shares; 2025Q3: 7,937 shares; 2025Q4: 7,937 shares; 2026Q1: 7,937 shares 7,937$244K0.16%0Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900$238K0.15%0Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares 2,255$230K0.15%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 1,200 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556$229K0.15%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,110 shares; 2025Q1: 76,339 shares; 2025Q2: 6,924 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,773 shares 3,773$225K0.15%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,398 shares; 2025Q1: 2,336 shares; 2025Q2: 2,405 shares; 2025Q3: 1,815 shares; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960$216K0.14%newTimeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,425 shares 3,425$215K0.14%newTimeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800$213K0.14%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-26-000281 base2026-04-29acceptance time not in the bulk data set