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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, DFAC, BSV, DFAX, and represent 53.36% of Silver Oak Advisory Group's stock portfolio.
Added to shares of these 10 stocks: BND, DFAC, BNDX, DFAX, BSV, VNQ, VBK, VBR, BIV, DFAU.
Started 6 new stock positions in AEP, VBK, DFAU, VPU, PG, UNP.
Reduced shares in these 10 stocks: VSGX, VXUS, AAPL, VOO, VIOV, VTI, SCHB, NUSC, CSX, NUBD.
Sold out of its position in VOO.
Silver Oak Advisory Group was a net buyer of stock by $12M.
Silver Oak Advisory Group has $232M in assets under management (AUM), dropping by 4.82%.
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 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	20.0	$46M	+6%	631k	73.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	11.0	$26M	+5%	530k	48.05	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.8	$18M	+16%	465k	38.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	7.6	$18M	+6%	224k	78.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.0	$16M	+8%	477k	33.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.5	$10M		33k	320.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.4	$10M	+3%	205k	49.89	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	3.8	$8.9M		88k	101.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.1	$7.3M	+8%	82k	88.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$7.0M	+5%	91k	77.17	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	2.7	$6.2M	+3%	62k	99.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.6	$6.0M	-4%	78k	77.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$3.8M		150k	25.10	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.3	$3.0M	-8%	42k	71.73	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.0	$2.4M	+8%	24k	101.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$2.3M	+4%	46k	49.95	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	1.0	$2.3M	-2%	102k	22.21	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.8	$1.9M		17k	114.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$1.9M		14k	138.30	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$1.7M	+11%	15k	112.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$1.7M		24k	70.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$1.5M		25k	59.54	View chart
Microsoft Corporation (MSFT)	0.6	$1.4M		3.9k	370.07	View chart
Apple (AAPL)	0.6	$1.3M	-16%	5.2k	253.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.3M		20k	62.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.2M		1.9k	650.11	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$1.1M		23k	48.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.1M	+5%	13k	82.73	View chart
Costco Wholesale Corporation (COST)	0.4	$1.0M		1.0k	996.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.0M	+61%	4.6k	217.15	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.4	$993k		96k	10.33	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$955k	+2%	20k	47.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$946k	-4%	4.8k	196.06	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$875k	-7%	19k	45.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$855k		15k	58.49	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$662k	+17%	16k	41.08	View chart
Exxon Mobil Corporation (XOM)	0.3	$654k		3.9k	169.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$592k	NEW	2.0k	302.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$529k		7.0k	75.05	View chart
Wells Fargo & Company (WFC)	0.2	$524k		6.6k	79.59	View chart
CSX Corporation (CSX)	0.2	$508k	-10%	12k	41.05	View chart
JPMorgan Chase & Co. (JPM)	0.2	$508k		1.7k	293.81	View chart
Abbvie (ABBV)	0.2	$504k	-2%	2.3k	217.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$493k	-2%	755.00	652.98	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$490k		9.3k	52.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$467k		1.8k	261.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$414k	-3%	17k	24.70	View chart
Glacier Ban (GBCI)	0.2	$395k		8.9k	44.59	View chart
Eli Lilly & Co. (LLY)	0.2	$390k	-10%	425.00	917.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$389k	+7%	7.2k	53.98	View chart
Intel Corporation (INTC)	0.2	$389k	+8%	8.8k	44.09	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$370k	-3%	2.3k	158.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$354k		994.00	356.14	View chart
Chevron Corporation (CVX)	0.2	$348k		1.7k	206.65	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$342k	NEW	7.6k	45.00	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$324k	+2%	13k	25.04	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$311k		3.3k	95.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$306k	+6%	4.3k	71.08	View chart
Johnson & Johnson (JNJ)	0.1	$293k		1.2k	244.17	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$292k	+2%	4.0k	73.64	View chart
Starbucks Corporation (SBUX)	0.1	$291k		3.2k	89.57	View chart
Nike CL B (NKE)	0.1	$285k	-3%	5.4k	52.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$265k		4.1k	63.99	View chart
Vanguard World Utilities Etf (VPU)	0.1	$262k	NEW	1.3k	197.74	View chart
Howmet Aerospace (HWM)	0.1	$252k	-10%	1.1k	229.93	View chart
Cisco Systems (CSCO)	0.1	$249k		3.2k	77.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$248k		568.00	436.62	View chart
Procter & Gamble Company (PG)	0.1	$242k	NEW	1.7k	144.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$240k	-3%	559.00	429.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$236k	+4%	3.0k	79.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$236k		2.4k	99.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$229k	-17%	1.6k	145.67	View chart
American Electric Power Company (AEP)	0.1	$226k	NEW	1.7k	131.01	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$222k	+3%	6.6k	33.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$216k		1.0k	210.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$216k	-4%	754.00	286.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$205k		333.00	615.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$202k	-2%	706.00	286.12	View chart
Bio Rad Labs Cl A (BIO)	0.1	$202k		726.00	278.24	View chart
Union Pacific Corporation (UNP)	0.1	$201k	NEW	832.00	241.59	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 2026 Q1 filed May 1, 2026
Silver Oak Advisory Group 2025 Q4 filed Feb. 3, 2026
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

View all past filings

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