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Silver Oak Securities

Latest statistics and disclosures from Silver Oak Securities, Incorporated's latest quarterly 13F-HR filing:

Top 5 stock holdings are FTCS, CGUS, AAPL, CDC, CGDV, and represent 11.30% of Silver Oak Securities, Incorporated's stock portfolio.
Added to shares of these 10 stocks: CGUS (+$35M), PVAL (+$16M), BND (+$12M), XHLF (+$9.7M), SPTS (+$5.2M), IWY (+$5.1M), RDVY (+$5.1M), IVW, LGLV, JQUA.
Started 102 new stock positions in SPGP, LULU, FDLS, GMAY, WTV, TMFC, JQUA, SBIO, IQDY, SEIE.
Reduced shares in these 10 stocks: SPYV (-$14M), FBND (-$9.1M), SHY (-$5.2M), IUSV, SPY, VUG, PTF, REGL, PEZ, OEF.
Sold out of its positions in OUSA, AXON, BRO, AI, DTE, DXCM, EOG, EBAY, FID, QCJA.
Silver Oak Securities, Incorporated was a net buyer of stock by $121M.
Silver Oak Securities, Incorporated has $1.5B in assets under management (AUM), dropping by 10.82%.
Central Index Key (CIK): 0001080576

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Portfolio Holdings for Silver Oak Securities, Incorporated

Silver Oak Securities, Incorporated holds 808 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Silver Oak Securities, Incorporated has 808 total positions. Only the first 250 positions are shown.

Sign up to view all of the Silver Oak Securities, Incorporated Dec. 31, 2025 positions
Download the Silver Oak Securities, Incorporated December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.7	$40M	-2%	429k	93.26	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	2.3	$35M	NEW	858k	40.51	View chart
Apple (AAPL)	2.3	$34M		123k	273.08	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	2.2	$32M	-2%	485k	66.38	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.8	$27M	+8%	608k	43.93	View chart
NVIDIA Corporation (NVDA)	1.7	$25M		134k	187.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$23M	+27%	331k	70.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$20M		59k	337.85	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.2	$18M	+880%	398k	45.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$18M	-34%	378k	46.18	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.2	$17M	+131%	342k	50.25	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.1	$16M	-12%	137k	119.63	View chart
Amazon (AMZN)	1.1	$16M	+4%	70k	232.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$16M	+2%	314k	50.57	View chart
Microsoft Corporation (MSFT)	1.0	$15M	+6%	31k	487.48	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	1.0	$15M	+10%	60k	250.35	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$14M	+18%	134k	107.48	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.0	$14M	-10%	340k	41.77	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.0	$14M	+3%	321k	44.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$13M	+668%	180k	74.27	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.9	$13M	+26%	252k	50.45	View chart
Broadcom (AVGO)	0.8	$13M		36k	349.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$12M	+3%	121k	102.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$12M	-14%	48k	255.04	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.8	$11M	+7%	431k	26.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$11M	+8%	35k	313.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$11M	-21%	16k	687.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$11M	-16%	17k	619.41	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$11M		229k	46.42	View chart
Caterpillar (CAT)	0.7	$11M	-11%	18k	577.40	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.7	$10M		113k	91.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$9.8M	+4%	107k	91.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.6	$9.6M	+8%	171k	55.84	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.6	$9.5M	+2%	333k	28.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$9.2M	+10%	147k	62.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$9.1M	+4%	330k	27.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$9.1M	-17%	22k	415.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$9.1M	+15%	23k	398.89	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$8.6M		140k	61.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$8.6M	+8%	17k	503.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$8.2M	+13%	13k	631.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$7.7M	-40%	93k	82.85	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.5	$7.7M	+5%	315k	24.50	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$7.6M		26k	299.58	View chart
Spdr Series Trust State Street Spd (SPTS)	0.5	$7.5M	+226%	258k	29.28	View chart
Spdr Series Trust State Street Spd (SPLG)	0.5	$7.2M	-3%	90k	80.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$7.2M	+6%	219k	32.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$6.8M	-7%	9.8k	689.89	View chart
Wal-Mart Stores (WMT)	0.4	$6.6M	+5%	59k	111.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$6.1M	+270%	49k	124.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$6.0M	+5%	79k	75.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$6.0M	-2%	197k	30.38	View chart
Meta Platforms Cl A (META)	0.4	$6.0M		9.0k	665.97	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$5.9M		119k	50.04	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$5.8M	+3%	46k	127.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$5.8M	+751%	21k	278.93	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.4	$5.8M	+4%	112k	51.62	View chart
Tesla Motors (TSLA)	0.4	$5.6M	+32%	12k	454.45	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$5.5M	-23%	109k	50.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$5.4M	+12%	28k	193.21	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.4	$5.3M	+8%	141k	37.38	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$5.2M	-72%	92k	57.20	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.3	$5.2M	+6%	137k	37.92	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.3	$5.1M	+23%	105k	48.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$5.0M	-9%	113k	44.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$5.0M	+5%	85k	59.09	View chart
Eli Lilly & Co. (LLY)	0.3	$5.0M	+6%	4.6k	1079.67	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$4.9M		176k	27.66	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$4.8M	-34%	57k	85.12	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.3	$4.8M	+4%	131k	36.54	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.3	$4.8M	+8%	114k	42.09	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$4.7M	+9%	38k	122.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$4.7M	+58%	23k	200.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.6M		38k	121.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.5M		14k	323.43	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$4.4M	+71%	30k	145.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.4M	-6%	14k	314.54	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$4.3M	+18%	55k	78.28	View chart
Home Depot (HD)	0.3	$4.3M		12k	346.34	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.0M	+3%	33k	120.99	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.0M	+6%	22k	180.84	View chart
Spdr Series Trust State Street Spd (LGLV)	0.3	$4.0M	NEW	23k	176.96	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.3	$3.9M	+7%	85k	45.95	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$3.9M	+3%	40k	97.74	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.3	$3.8M	+15%	79k	48.52	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$3.8M	+2%	104k	36.16	View chart
Procter & Gamble Company (PG)	0.2	$3.7M	-3%	25k	144.05	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.6M	+5%	93k	38.76	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$3.6M	+2%	48k	75.33	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.2	$3.5M	+3%	160k	22.20	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$3.5M		31k	114.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.5M	+10%	65k	53.81	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$3.5M	-29%	35k	100.01	View chart
Etf Ser Solutions Aptus Deferred I (DEFR)	0.2	$3.4M	+2%	128k	26.81	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$3.4M	+9%	60k	57.05	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$3.4M	+169%	28k	123.87	View chart
At&t (T)	0.2	$3.4M	-10%	137k	24.81	View chart
Costco Wholesale Corporation (COST)	0.2	$3.3M	+2%	3.9k	865.70	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$3.3M	+301%	78k	42.96	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$3.3M	-3%	80k	41.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.3M	+44%	17k	192.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.2M	-20%	6.7k	476.96	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$3.2M	+2%	71k	45.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$3.2M	-5%	29k	112.70	View chart
Visa Com Cl A (V)	0.2	$3.2M		9.0k	353.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.1M	-44%	9.1k	345.09	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$3.1M	+4%	84k	36.98	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$3.1M	NEW	49k	63.73	View chart
Abbvie (ABBV)	0.2	$3.1M	+11%	13k	229.74	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$3.0M	+151%	51k	59.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.0M		39k	78.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.0M	+307%	32k	94.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.0M	+2%	11k	260.48	View chart
International Business Machines (IBM)	0.2	$3.0M	+46%	9.8k	302.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.0M	+3%	51k	57.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.9M		14k	213.93	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.9M	+16%	29k	102.44	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.9M	+3%	16k	184.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.8M	+2%	106k	26.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.8M	+90%	94k	29.84	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$2.8M		67k	42.02	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$2.8M	-5%	40k	68.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.7M		41k	66.70	View chart
Bank of America Corporation (BAC)	0.2	$2.7M		49k	55.28	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$2.7M	+11%	42k	65.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.7M	+14%	13k	201.51	View chart
Chevron Corporation (CVX)	0.2	$2.6M	-3%	17k	152.31	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$2.6M	+60%	79k	33.21	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.6M	-17%	21k	120.35	View chart
Spdr Series Trust State Street Spd (DGT)	0.2	$2.6M	+13%	15k	167.50	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.5M	-4%	27k	94.71	View chart
Kla Corp Com New (KLAC)	0.2	$2.4M		1.9k	1243.55	View chart
Pool Corporation (POOL)	0.2	$2.4M	NEW	10k	231.07	View chart
Johnson & Johnson (JNJ)	0.2	$2.4M		12k	206.92	View chart
Amphenol Corp Cl A (APH)	0.2	$2.4M	+14%	17k	136.20	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$2.3M	+313%	92k	25.45	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.3M	+74%	30k	78.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.3M	+4%	3.0k	760.78	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.2	$2.3M	+6%	85k	27.06	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.3M	+424%	46k	49.58	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$2.2M	+53%	13k	171.77	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$2.2M	-3%	21k	103.98	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.2M	+37%	22k	99.57	View chart
Comfort Systems USA (FIX)	0.1	$2.2M		2.3k	946.95	View chart
Advanced Micro Devices (AMD)	0.1	$2.2M	+6%	10k	215.34	View chart
Arista Networks Com Shs (ANET)	0.1	$2.1M	-14%	16k	132.44	View chart
Howmet Aerospace (HWM)	0.1	$2.1M	+11%	10k	207.81	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$2.1M	-25%	43k	49.44	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$2.0M	+318%	27k	76.18	View chart
Southern Company (SO)	0.1	$2.0M	+5%	23k	87.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M	-5%	76k	26.44	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$2.0M		46k	43.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.0M	-12%	24k	81.71	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$2.0M		55k	35.60	View chart
Netflix (NFLX)	0.1	$2.0M	+1007%	21k	93.78	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$2.0M	+40%	11k	175.45	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$1.9M		86k	22.51	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.9M	+354%	16k	120.36	View chart
Nextera Energy (NEE)	0.1	$1.9M	+4%	24k	80.53	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$1.9M	NEW	15k	131.75	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$1.9M	+685%	76k	25.09	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$1.9M	+82%	40k	47.74	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$1.9M	+21%	21k	89.64	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$1.8M	-15%	27k	68.89	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.8M		16k	114.45	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.8M	+148%	12k	155.68	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.8M	+19%	56k	32.32	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$1.8M	NEW	38k	47.12	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.8M	-2%	54k	33.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.8M	-3%	36k	50.10	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$1.8M	+96%	24k	75.98	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.8M	+4%	15k	117.68	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$1.8M		43k	41.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$1.8M	-25%	69k	25.66	View chart
Altria (MO)	0.1	$1.8M	-2%	31k	57.77	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$1.7M	+274%	26k	67.24	View chart
Micron Technology (MU)	0.1	$1.7M	+2%	6.0k	292.65	View chart
Qualcomm (QCOM)	0.1	$1.7M	-14%	9.9k	173.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.7M	-8%	34k	50.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.7M	-62%	3.5k	491.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.7M	+3%	5.8k	292.93	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.7M		18k	95.05	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$1.7M		50k	33.86	View chart
ResMed (RMD)	0.1	$1.7M	+2%	6.9k	243.08	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$1.7M	+59%	116k	14.33	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$1.7M		19k	86.77	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.7M	+36%	37k	45.47	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.7M	+27%	1.9k	888.78	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$1.6M	-3%	85k	19.17	View chart
Morgan Stanley Com New (MS)	0.1	$1.6M		9.1k	179.07	View chart
Cronos Group (CRON)	0.1	$1.6M	+4%	620k	2.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.6M	+537%	47k	34.38	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.6M	-2%	27k	59.92	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.6M	+17%	36k	44.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$1.6M	NEW	69k	22.51	View chart
Palo Alto Networks (PANW)	0.1	$1.6M	-28%	8.4k	186.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.6M	NEW	4.1k	376.20	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$1.6M	+22%	17k	90.93	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.5M	+5%	32k	47.73	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$1.5M		14k	105.64	View chart
Nordic American Tanker Shippin (NAT)	0.1	$1.5M		435k	3.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M	+6%	9.7k	149.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.5M	-2%	33k	44.04	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$1.4M		59k	24.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.4M	+2%	36k	39.91	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$1.4M	+2%	69k	20.91	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M	+8%	4.6k	311.81	View chart
AeroVironment (AVAV)	0.1	$1.4M	NEW	5.8k	244.00	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.4M		78k	18.24	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.4M	+53%	44k	31.86	View chart
Walt Disney Company (DIS)	0.1	$1.4M		12k	114.79	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$1.4M	NEW	20k	69.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.4M		23k	60.65	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$1.4M	+48%	9.1k	154.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.4M	-3%	43k	32.77	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.4M	NEW	12k	114.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M	-8%	2.4k	577.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.4M	-3%	2.8k	475.64	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.3M	+51%	22k	60.15	View chart
Waste Management (WM)	0.1	$1.3M	-10%	6.0k	222.11	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$1.3M		10k	128.50	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$1.3M	+59%	16k	85.48	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.3M	-2%	26k	51.36	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.3M	+14%	28k	47.55	View chart
Western Alliance Bancorporation (WAL)	0.1	$1.3M	+8%	16k	84.64	View chart
Bluerock Pvt Real Estate	0.1	$1.3M	NEW	87k	15.00	View chart
Emergent BioSolutions (EBS)	0.1	$1.3M		107k	12.16	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$1.3M	+4%	16k	79.93	View chart
Intel Corporation (INTC)	0.1	$1.3M	-39%	35k	37.30	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.3M	+67%	16k	80.75	View chart
Emcor (EME)	0.1	$1.3M	-7%	2.1k	617.37	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$1.3M		57k	22.29	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.3M		18k	71.53	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$1.3M	-15%	54k	23.69	View chart
Truist Financial Corp equities (TFC)	0.1	$1.3M	+14%	26k	49.56	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M	-3%	8.8k	143.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.3M		15k	85.90	View chart
Cisco Systems (CSCO)	0.1	$1.3M		16k	77.41	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	-42%	6.4k	197.20	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$1.2M	+22%	69k	17.86	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$1.2M		24k	50.86	View chart
Citigroup Com New (C)	0.1	$1.2M	-4%	10k	117.21	View chart
Celestica (CLS)	0.1	$1.2M	NEW	4.1k	299.40	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.2M		7.5k	161.48	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.2M	+32%	11k	110.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.2M	+39%	24k	49.21	View chart
Progressive Corporation (PGR)	0.1	$1.2M	-20%	5.1k	229.96	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.2M	+2%	16k	72.24	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.2M	+716%	24k	49.47	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.2M	+18%	11k	105.03	View chart

Past Filings by Silver Oak Securities, Incorporated

SEC 13F filings are viewable for Silver Oak Securities, Incorporated going back to 2022

Silver Oak Securities, Incorporated 2025 Q4 filed Jan. 15, 2026
Silver Oak Securities, Incorporated 2025 Q3 filed Oct. 21, 2025
Silver Oak Securities, Incorporated 2025 Q2 filed July 11, 2025
Silver Oak Securities, Incorporated 2025 Q1 restated filed April 29, 2025
Silver Oak Securities, Incorporated 2025 Q1 filed April 21, 2025
Silver Oak Securities, Incorporated 2024 Q4 filed Jan. 27, 2025
Silver Oak Securities, Incorporated 2024 Q3 filed Oct. 23, 2024
Silver Oak Securities 2024 Q2 filed July 12, 2024
Silver Oak Securities 2024 Q1 filed May 10, 2024
Silver Oak Securities, Incorporated 2023 Q4 filed Feb. 5, 2024
Silver Oak Securities, Incorporated 2023 Q3 restated filed Nov. 20, 2023
Silver Oak Securities, Incorporated 2022 Q3 restated filed Oct. 23, 2023
Silver Oak Securities, Incorporated 2023 Q3 restated filed Oct. 20, 2023
Silver Oak Securities, Incorporated 2023 Q3 filed Oct. 18, 2023
Silver Oak Securities, Incorporated 2023 Q2 filed Aug. 2, 2023
Silver Oak Securities, Incorporated 2023 Q1 filed May 5, 2023

View all past filings

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