13F Filings History of SILVER OAK WEALTH ADVISORS SERVICES, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$155,049,440
Signature - Title
Laura Robayo - Chief Compliance Officer
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by SILVER OAK WEALTH ADVISORS SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 36 stock holdings with total value $155,049,440 as of Q4 2025. Top holdings included VTIP, GSIE, ESGV, DUHP, and AVLV.

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Holdings Value

List of Other Managers Reporting for SILVER OAK WEALTH ADVISORS SERVICES, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $155,049,440 +$3,032,058 -$1,421,363 +$1,610,695 VTIP, GSIE, ESGV, DUHP, AVLV 13F-HR 29 Jan 2026, 16:37
Q3 2025 37 $151,768,385 +$8,507,541 -$1,628,227 +$6,879,314 VTIP, GSIE, ESGV, DUHP, AVLV 13F-HR 23 Oct 2025, 14:37
Q2 2025 38 $138,788,708 +$30,717,560 -$12,520,017 +$18,197,543 VTIP, GSIE, ESGV, DUHP, AVLV 13F-HR 30 Jul 2025, 17:21
Q1 2025 31 $112,146,107 +$3,685,242 -$3,394,734 +$290,508 ESGV, GSIE, VTIP, DUHP, AVLV 13F-HR 28 Apr 2025, 15:35
Q4 2024 40 $111,273,528 $0 $0 $0 ESGV, VTIP, GSIE, AVLV, IMCG 13F-HR 13 Mar 2025, 14:14