SILVER OAK WEALTH ADVISORS SERVICES, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Los Angeles, CA
CIK
0002060368
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 39 153,961 VTIP, GSIE, ESGV, DUHP 13F-HR 4/29/2026 000194104026000281
Q4 2025 36 155,049 VTIP, GSIE, ESGV, DUHP 13F-HR 1/29/2026 000194104026000056
Q3 2025 37 151,768 VTIP, GSIE, ESGV, DUHP 13F-HR 10/23/2025 000194104025000561
Q2 2025 38 138,788 VTIP, GSIE, ESGV, DUHP 13F-HR 7/30/2025 000194104025000380
Q1 2025 31 112,146 ESGV, GSIE, VTIP, DUHP 13F-HR 4/28/2025 000194104025000239
Q4 2024 40 115,593 ESGV, VTIP, GSIE, AVLV 13F-HR 3/13/2025 000194104025000176