SILVER OAK WEALTH ADVISORS SERVICES, LLC - Portfolio Stock Holdings

SILVER OAK WEALTH ADVISORS SERVICES, LLC disclosed 42 stock positions in a recent SEC 13F filing. $167,033,630 of stock holdings were filed, with the largest holdings including VTIP, GSIE, and ESGV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $299,962,641 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.