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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, CDC, AAPL, CGDV, and represent 11.98% of Silver Oak Securities, Incorporated's stock portfolio.
Added to shares of these 10 stocks: CGGO (+$11M), SPHQ, CGDG, CGGR, CGUS, XHLF, ISMD, FDL, ESLV, HGER.
Started 69 new stock positions in MTZ, LNG, HGER, NJAN, FORM, JMOM, TOST, SCHZ, PICK, WU.
Reduced shares in these 10 stocks: OMFL (-$8.6M), VXUS (-$6.0M), FVD (-$5.9M), SCHM (-$5.7M), FIXD, RDVY, LGLV, TPLC, , VOO.
Sold out of its positions in WMS, AVAV, FDG, APP, BKAG, XFIV, CAH, CLS, CHD, CINF.
Silver Oak Securities, Incorporated was a net seller of stock by $-95M.
Silver Oak Securities, Incorporated has $1.4B in assets under management (AUM), dropping by -7.59%.
Central Index Key (CIK): 0001080576

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Portfolio Holdings for Silver Oak Securities, Incorporated

Silver Oak Securities, Incorporated holds 781 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Silver Oak Securities, Incorporated has 781 total positions. Only the first 250 positions are shown.

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Download the Silver Oak Securities, Incorporated March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.8	$38M	-3%	413k	92.76	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	2.6	$36M	+9%	939k	38.42	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	2.4	$33M	-3%	467k	71.43	View chart
Apple (AAPL)	2.1	$29M	-8%	113k	253.79	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.0	$28M	+6%	647k	42.54	View chart
NVIDIA Corporation (NVDA)	1.6	$22M	-5%	127k	174.40	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.4	$20M	+13%	387k	50.33	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.4	$19M		404k	46.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$18M	-18%	270k	68.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$18M	+6%	404k	45.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$18M	-7%	55k	320.81	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$17M	+6%	333k	50.37	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.2	$16M		135k	121.93	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	1.1	$16M	+4%	63k	250.56	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.1	$15M	-4%	323k	45.05	View chart
Amazon (AMZN)	1.0	$14M	-6%	66k	208.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$13M		119k	110.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$13M	-3%	174k	73.64	View chart
Caterpillar (CAT)	0.9	$13M		18k	708.45	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$13M	-3%	128k	97.91	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.9	$12M	-2%	245k	50.63	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.9	$12M	+12%	485k	25.55	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.9	$12M	-8%	294k	41.96	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$12M	+21%	19k	650.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$12M	+20%	398k	30.68	View chart
Spdr Series Trust State Street Spd (BIL)	0.8	$11M	+16%	124k	91.64	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$11M	NEW	338k	33.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$11M	-4%	46k	237.62	View chart
Microsoft Corporation (MSFT)	0.8	$11M	-8%	29k	370.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$10M	+4%	18k	577.18	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.8	$10M		113k	91.48	View chart
Broadcom (AVGO)	0.7	$10M	-8%	33k	309.51	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.7	$9.8M	+7%	357k	27.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$9.4M	-7%	33k	287.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.7	$9.4M		171k	54.84	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$8.6M		26k	337.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$8.4M	+9%	102k	82.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$7.7M	-5%	16k	479.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$7.3M	-22%	114k	64.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$7.2M	-26%	17k	430.29	View chart
Wal-Mart Stores (WMT)	0.5	$7.1M	-2%	57k	124.28	View chart
Spdr Series Trust State Street Spd (SPTS)	0.5	$7.1M	-5%	243k	29.18	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.5	$6.5M	-15%	266k	24.67	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.4	$5.8M	+17%	154k	37.39	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$5.4M		45k	120.97	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$5.4M	+57%	133k	40.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$5.3M	-33%	15k	367.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$5.3M	-4%	47k	113.11	View chart
Exxon Mobil Corporation (XOM)	0.4	$5.3M	-5%	31k	169.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$5.3M	-3%	105k	50.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$5.2M	-18%	178k	29.13	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.4	$5.1M		107k	47.72	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.4	$5.1M	+3%	141k	36.06	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$5.1M	+7%	122k	41.51	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$5.0M	+5%	185k	27.23	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$5.0M	-2%	89k	56.58	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.4	$4.9M	-10%	100k	49.43	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$4.9M		57k	86.41	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.4	$4.9M	+13%	63k	77.59	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$4.8M	-55%	102k	47.03	View chart
Meta Platforms Cl A (META)	0.3	$4.7M	-8%	8.2k	572.15	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$4.5M	NEW	60k	75.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.5M	-42%	7.5k	597.56	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.3	$4.4M	NEW	122k	35.90	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.3	$4.3M	-22%	110k	39.44	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$4.3M	-37%	56k	76.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$4.1M	+3%	31k	132.90	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.1M	+23%	74k	55.24	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$4.1M	+13%	88k	45.89	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$4.0M	+122%	79k	50.80	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$4.0M		105k	38.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.0M	-15%	72k	55.52	View chart
Eli Lilly & Co. (LLY)	0.3	$4.0M	-6%	4.3k	919.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.9M	-3%	13k	294.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.9M	-16%	32k	124.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.9M	-2%	14k	286.85	View chart
Raytheon Technologies Corp (RTX)	0.3	$3.8M	+25%	20k	192.90	View chart
Costco Wholesale Corporation (COST)	0.3	$3.7M	-3%	3.7k	996.48	View chart
Procter & Gamble Company (PG)	0.3	$3.7M		26k	144.44	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$3.6M	-2%	27k	133.19	View chart
Etf Ser Solutions Aptus Deferred I (DEFR)	0.3	$3.6M	+5%	135k	26.60	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$3.6M		47k	75.74	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.3	$3.6M		36k	100.08	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.3	$3.5M		159k	22.15	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.3	$3.5M	-12%	68k	50.46	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$3.4M	+25%	51k	68.14	View chart
Chevron Corporation (CVX)	0.2	$3.4M	-4%	17k	206.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.4M	+2%	17k	196.21	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$3.3M	+4%	84k	38.98	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$3.3M	NEW	81k	40.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.1M	-51%	4.8k	653.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.1M	+3%	40k	78.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$3.1M		28k	111.18	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$3.0M	-17%	76k	39.43	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$3.0M	-10%	63k	47.15	View chart
At&t (T)	0.2	$3.0M	-25%	102k	28.99	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$3.0M	+22%	27k	110.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.9M		6.9k	426.38	View chart
Tesla Motors (TSLA)	0.2	$2.9M	-36%	7.8k	371.77	View chart
Comfort Systems USA (FIX)	0.2	$2.9M	-8%	2.1k	1378.68	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$2.9M	-3%	47k	61.32	View chart
Home Depot (HD)	0.2	$2.9M	-29%	8.7k	328.88	View chart
Kla Corp Com New (KLAC)	0.2	$2.9M		1.9k	1472.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.9M		107k	26.61	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$2.9M	-32%	26k	109.69	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$2.8M	+2%	43k	67.07	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$2.8M	-51%	57k	49.81	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$2.8M		67k	41.54	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$2.8M	+17%	108k	25.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.7M		41k	67.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$2.7M	-25%	29k	93.66	View chart
Johnson & Johnson (JNJ)	0.2	$2.7M	-5%	11k	244.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.7M	-24%	49k	54.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.6M	+66%	78k	33.77	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.2	$2.6M	+530%	66k	39.97	View chart
Nextera Energy (NEE)	0.2	$2.6M	+16%	28k	92.88	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.6M	-19%	18k	146.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.6M	+71%	6.0k	436.78	View chart
Spdr Series Trust State Street Spd (DGT)	0.2	$2.6M		15k	169.54	View chart
Visa Com Cl A (V)	0.2	$2.6M	-5%	8.5k	302.24	View chart
Abbvie (ABBV)	0.2	$2.6M	-12%	12k	217.50	View chart
Nordic American Tanker Shippin (NAT)	0.2	$2.5M		435k	5.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.5M	-13%	25k	103.43	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.5M		27k	94.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.5M	-52%	13k	191.92	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.2	$2.5M	+42%	54k	46.31	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.4M		30k	81.98	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$2.4M	-53%	9.6k	248.84	View chart
Amphenol Corp Cl A (APH)	0.2	$2.4M	+9%	19k	126.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.3M	+8%	26k	88.16	View chart
Howmet Aerospace (HWM)	0.2	$2.3M	-2%	10k	230.45	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$2.3M		21k	107.39	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$2.3M	+84%	132k	17.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.3M	-4%	20k	112.11	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.2	$2.3M	+4%	88k	25.50	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$2.2M	+5%	46k	48.71	View chart
Strategy Eventide Large C (ESLV)	0.2	$2.2M	NEW	85k	26.23	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$2.2M	NEW	71k	31.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.2M	-23%	39k	56.68	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.2M	-3%	44k	49.50	View chart
Bank of America Corporation (BAC)	0.2	$2.2M	-8%	45k	48.75	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$2.2M	+15%	54k	40.90	View chart
First Tr Exchange-traded Intermediate Gov (MGOV)	0.2	$2.2M	NEW	106k	20.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.1M	-11%	12k	181.42	View chart
Advanced Micro Devices (AMD)	0.2	$2.1M	+4%	10k	203.43	View chart
Altria (MO)	0.2	$2.1M	+4%	32k	65.99	View chart
Micron Technology (MU)	0.2	$2.1M	+3%	6.2k	337.81	View chart
Arista Networks Com Shs (ANET)	0.2	$2.1M	+4%	17k	122.78	View chart
United Sts Oil Units (USO)	0.1	$2.1M	NEW	16k	127.25	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.1	$2.0M	NEW	94k	21.73	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.0M	+316%	14k	144.95	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.0M	+67%	3.3k	604.43	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$1.9M	+2%	77k	25.04	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$1.9M		85k	22.55	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.9M	+9%	13k	146.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.9M	+102%	19k	100.66	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.9M	-5%	14k	130.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.8M	-2%	35k	52.78	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$1.8M		15k	124.81	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$1.8M	-6%	25k	72.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$1.8M	+2%	70k	25.75	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$1.8M	+21%	83k	21.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.8M	-59%	9.4k	191.81	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$1.8M	+9%	127k	14.08	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$1.8M	+31%	22k	79.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.8M	+27%	99k	17.75	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$1.8M	-5%	37k	47.16	View chart
International Business Machines (IBM)	0.1	$1.8M	-25%	7.3k	242.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.8M	-7%	70k	25.10	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$1.7M		9.1k	191.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.7M	-40%	56k	30.50	View chart
Netflix (NFLX)	0.1	$1.7M	-15%	18k	96.15	View chart
Southern Company (SO)	0.1	$1.7M	-24%	17k	96.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.6M	+363%	5.5k	298.85	View chart
ResMed (RMD)	0.1	$1.6M	+6%	7.3k	224.48	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.6M	+154%	35k	47.08	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$1.6M	+2%	71k	22.80	View chart
Cronos Group (CRON)	0.1	$1.6M	+2%	636k	2.51	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.6M	+660%	17k	95.48	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.6M	+120%	26k	60.39	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$1.6M	-25%	9.7k	160.48	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.6M	-13%	32k	48.93	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$1.5M	NEW	23k	67.92	View chart
Emcor (EME)	0.1	$1.5M		2.1k	738.16	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.5M	+16%	32k	46.83	View chart
Frontline (FRO)	0.1	$1.5M		43k	34.86	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.5M	+93%	6.9k	213.67	View chart
Intel Corporation (INTC)	0.1	$1.4M	-5%	33k	44.13	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.4M	NEW	11k	131.25	View chart
Devon Energy Corporation (DVN)	0.1	$1.4M	+10%	29k	50.32	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$1.4M	+5%	21k	67.64	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.4M	+27%	14k	100.09	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	-4%	8.7k	164.58	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.4M	-14%	1.6k	895.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.4M		33k	43.11	View chart
Palo Alto Networks (PANW)	0.1	$1.4M	+5%	8.8k	160.32	View chart
Waste Management (WM)	0.1	$1.4M	+2%	6.1k	229.80	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$1.4M		85k	16.61	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.4M	-2%	43k	32.43	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$1.4M	-26%	32k	44.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$1.4M	-7%	64k	21.99	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.4M		22k	62.45	View chart
Ge Vernova (GEV)	0.1	$1.4M	+19%	1.6k	872.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.4M		9.7k	142.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.4M		42k	32.95	View chart
Goldman Sachs (GS)	0.1	$1.4M	+26%	1.6k	845.98	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.4M		15k	92.69	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.4M	-51%	39k	35.44	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$1.3M	+10%	63k	21.34	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	+2%	4.7k	283.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M	+20%	3.4k	390.42	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$1.3M		22k	59.42	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$1.3M		16k	85.15	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.3M	NEW	14k	91.37	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.3M	-27%	39k	33.46	View chart
Verizon Communications (VZ)	0.1	$1.3M	-6%	26k	50.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.3M	+12%	15k	84.84	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M		8.8k	145.79	View chart
Digital Realty Trust (DLR)	0.1	$1.3M	-2%	7.1k	180.22	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$1.3M	+2%	25k	50.58	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.2M		16k	78.77	View chart
Citigroup Com New (C)	0.1	$1.2M	+3%	11k	113.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.2M	+19%	5.9k	208.06	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$1.2M	-17%	12k	105.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.2M	-15%	30k	38.86	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$1.2M	-27%	62k	18.92	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.2M	+30%	23k	50.98	View chart
Merck & Co (MRK)	0.1	$1.2M	-8%	9.6k	120.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.2M		24k	47.68	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.2M	-3%	11k	110.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M	+20%	3.5k	328.70	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	-3%	2.3k	499.71	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.1M		31k	36.81	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-9%	15k	77.59	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$1.1M	+2%	66k	16.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.1M		11k	103.37	View chart
Servicenow (NOW)	0.1	$1.1M	+49%	11k	104.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.1M		12k	91.77	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$1.1M	+37%	51k	21.70	View chart
Progressive Corporation (PGR)	0.1	$1.1M	+8%	5.6k	198.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$1.1M	+15%	24k	46.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.1M		26k	42.50	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.1M	-9%	23k	46.67	View chart
ConocoPhillips (COP)	0.1	$1.1M	+183%	8.2k	132.00	View chart
Realty Income (O)	0.1	$1.1M	+5%	18k	61.18	View chart
Western Alliance Bancorporation (WAL)	0.1	$1.1M	-3%	15k	70.85	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.1M	NEW	29k	36.28	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.0M	-2%	15k	71.75	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$1.0M	+6%	27k	39.48	View chart
Eaton Corp SHS (ETN)	0.1	$1.0M	+9%	2.9k	357.67	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 2026 Q1 filed April 20, 2026
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

View all past filings

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