SILVER OAK WEALTH ADVISORS SERVICES, LLC
SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 40 positions worth $167.0M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VTIP (20.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTIP | SH | $34.3M | 20.55% | 683,280 | — | — | |
| ▸ 2 | GSIE | SH | $32.2M | 19.30% | 705,471 | — | — | |
| ▸ 3 | ESGV | SH | $19.2M | 11.49% | 145,129 | — | — | |
| ▸ 4 | DUHP | SH | $12.2M | 7.30% | 292,388 | — | — | |
| ▸ 5 | AVLV | SH | $9.1M | 5.47% | 100,249 | — | — | |
| ▸ 6 | AVEM | SH | $8.8M | 5.26% | 91,105 | — | — | |
| ▸ 7 | IMCG | SH | $8.3M | 4.97% | 84,468 | — | — | |
| ▸ 8 | DFGX | SH | $4.9M | 2.94% | 91,577 | — | — | |
| ▸ 9 | VCSH | SH | $4.3M | 2.56% | 54,099 | — | — | |
| ▸ 10 | AVUV | SH | $4.0M | 2.42% | 32,452 | — | — |
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Frequently Asked Questions
What stocks does SILVER OAK WEALTH ADVISORS SERVICES, LLC hold as of Q2 2026?
SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 40 positions worth $167.0M in its Q2 2026 13F filing. Largest positions: VTIP (20.5%), GSIE (19.3%), ESGV (11.5%), DUHP (7.3%) and AVLV (5.5%).
What did SILVER OAK WEALTH ADVISORS SERVICES, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SILVER OAK WEALTH ADVISORS SERVICES, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.