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Silver Oak Advisory Group

Latest statistics and disclosures from Silver Oak Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, BNDX, BSV, DFAC, DFAX, and represent 51.61% of Silver Oak Advisory Group's stock portfolio.
Added to shares of these 10 stocks: BND, DFAC, VTEI, DFAX, BNDX, BSV, NKE, INTC, GOOGL, VNQ.
Started 7 new stock positions in NKE, BIO, INTC, GOOG, JNJ, GOOGL, DFAE.
Reduced shares in these 10 stocks: VTEB, VXUS, IVV, LQD, NUBD, PG, IBM, VIOV, VTI, VCIT.
Sold out of its positions in IBM, LQD, PG.
Silver Oak Advisory Group was a net buyer of stock by $6.8M.
Silver Oak Advisory Group has $221M in assets under management (AUM), dropping by 7.07%.
Central Index Key (CIK): 0001906937

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Positions held by Silver Oak Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Silver Oak Advisory Group

Silver Oak Advisory Group holds 77 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	19.7	$44M	+4%	585k	74.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	11.0	$24M	+3%	492k	49.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	7.5	$17M	+5%	209k	78.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.9	$15M	+11%	398k	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.5	$14M	+9%	457k	31.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.9	$11M		33k	328.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.4	$9.7M	-7%	193k	50.07	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	3.8	$8.5M	-2%	89k	95.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.1	$6.8M	+4%	75k	91.41	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.8	$6.3M		81k	78.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$6.0M	-6%	82k	73.45	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	2.4	$5.2M	+34%	52k	100.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$4.1M	-3%	159k	25.71	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.4	$3.0M	-2%	44k	69.37	View chart
Microsoft Corporation (MSFT)	1.1	$2.5M	-2%	4.8k	517.90	View chart
Apple (AAPL)	1.1	$2.4M	-2%	9.5k	254.52	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	1.1	$2.4M	-9%	107k	22.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$2.2M		44k	50.61	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.0	$2.2M	+9%	22k	101.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$1.9M	+4%	14k	137.75	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.8	$1.9M	+7%	17k	110.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.8	$1.8M		25k	72.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$1.6M		13k	118.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$1.3M		4.3k	307.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$1.3M	+7%	21k	60.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.2M		1.8k	665.94	View chart
Costco Wholesale Corporation (COST)	0.5	$1.2M		1.3k	924.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$1.0M	-2%	23k	44.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$967k	-12%	12k	84.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$959k	+3%	17k	58.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$953k		5.1k	186.39	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$922k		19k	47.99	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.4	$903k	+9%	85k	10.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$820k	-2%	19k	44.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$816k		3.2k	254.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$778k		13k	58.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$667k	-29%	998.00	668.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$599k		2.9k	208.49	View chart
Wells Fargo & Company (WFC)	0.3	$587k	-5%	7.0k	83.81	View chart
JPMorgan Chase & Co. (JPM)	0.3	$583k	-11%	1.8k	315.31	View chart
Abbvie (ABBV)	0.2	$552k		2.4k	231.25	View chart
CSX Corporation (CSX)	0.2	$503k		14k	35.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$502k		7.0k	71.27	View chart
Glacier Ban (GBCI)	0.2	$486k		10k	48.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$452k		9.8k	46.05	View chart
Exxon Mobil Corporation (XOM)	0.2	$435k		3.9k	112.69	View chart
Eli Lilly & Co. (LLY)	0.2	$421k	-4%	553.00	761.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$418k		18k	23.22	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$412k	-2%	2.5k	162.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$393k	-8%	7.3k	54.13	View chart
Nike CL B (NKE)	0.2	$391k	NEW	5.6k	69.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$387k		1.1k	364.75	View chart
Amgen (AMGN)	0.2	$386k		1.4k	281.55	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$317k		13k	25.28	View chart
Cisco Systems (CSCO)	0.1	$303k		4.4k	68.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$303k	-2%	1.8k	166.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$297k	-3%	3.2k	92.75	View chart
Intel Corporation (INTC)	0.1	$295k	NEW	8.8k	33.48	View chart
Starbucks Corporation (SBUX)	0.1	$276k		3.3k	84.33	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$276k		4.0k	68.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$272k	-10%	568.00	478.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$267k	NEW	1.1k	242.51	View chart
Home Depot (HD)	0.1	$267k	-3%	659.00	405.16	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$266k	-2%	1.9k	142.25	View chart
Chevron Corporation (CVX)	0.1	$261k		1.7k	154.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$256k		4.3k	59.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$253k		413.00	612.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$246k		694.00	354.47	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$239k		5.6k	42.38	View chart
Howmet Aerospace (HWM)	0.1	$239k		1.2k	196.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$237k		3.0k	79.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$232k		2.3k	100.04	View chart
Johnson & Johnson (JNJ)	0.1	$223k	NEW	1.2k	185.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$218k	NEW	897.00	243.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$211k		1.0k	205.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$204k	NEW	6.5k	31.45	View chart
Bio Rad Labs Cl A (BIO)	0.1	$203k	NEW	726.00	279.61	View chart

Past Filings by Silver Oak Advisory Group

SEC 13F filings are viewable for Silver Oak Advisory Group going back to 2021

Silver Oak Advisory Group 2025 Q3 filed Nov. 7, 2025
Silver Oak Advisory Group 2025 Q2 filed July 31, 2025
Silver Oak Advisory Group 2025 Q1 filed May 9, 2025
Silver Oak Advisory Group 2024 Q4 filed Feb. 7, 2025
Silver Oak Advisory Group 2024 Q3 filed Nov. 8, 2024
Silver Oak Advisory Group 2024 Q2 filed Aug. 1, 2024
Silver Oak Advisory Group 2024 Q1 filed May 3, 2024
Silver Oak Advisory Group 2023 Q4 filed Feb. 2, 2024
Silver Oak Advisory Group 2023 Q3 filed Nov. 6, 2023
Silver Oak Advisory Group 2023 Q2 filed Aug. 7, 2023
Silver Oak Advisory Group 2023 Q1 filed May 5, 2023
Silver Oak Advisory Group 2022 Q4 filed Feb. 13, 2023
Silver Oak Advisory Group 2022 Q3 filed Nov. 1, 2022
Silver Oak Advisory Group 2022 Q2 filed Aug. 11, 2022
Silver Oak Advisory Group 2022 Q1 filed May 3, 2022
Silver Oak Advisory Group 2021 Q4 filed Feb. 14, 2022

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