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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 CGUS, FTCS, CDC, CGDV, AAPL, and represent 11.02% of Silver Oak Securities, Incorporated's stock portfolio.
Added to shares of these 10 stocks: CFO (+$24M), IJS (+$13M), QQQ (+$12M), IWM (+$12M), VFLO (+$11M), KLAC (+$5.5M), MGK, IWF, MTUM, SPMO.
Started 128 new stock positions in SPCX, Innovator Etfs Trust, WST, VOLT, ACYN, VLUE, AAOI, ICHR, IYE, SNAP.
Reduced shares in these 10 stocks: , TFLO, FTCS, SCHD, FDL, LVHI, HGER, USO, , XHLF.
Sold out of its positions in SDOG, AEIS, AWK, ALV, HYT, BTX, DYNF, BKLC, BR, Sila Realty Trust.
Silver Oak Securities, Incorporated was a net buyer of stock by $150M.
Silver Oak Securities, Incorporated has $1.6B in assets under management (AUM), dropping by 20.42%.
Central Index Key (CIK): 0001080576

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Portfolio Holdings for Silver Oak Securities, Incorporated

Silver Oak Securities, Incorporated holds 830 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Silver Oak Securities, Incorporated has 830 total positions. Only the first 250 positions are shown.

Sign up to view all of the Silver Oak Securities, Incorporated June 30, 2026 positions
Download the Silver Oak Securities, Incorporated June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Core Equity Et Shs Creat Unit (CGUS)	2.7	$44M	+5%	991k	44.48	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.2	$36M	-6%	387k	93.92	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	2.1	$34M		460k	74.37	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.1	$34M	+6%	689k	49.28	View chart
Apple (AAPL)	2.0	$33M		114k	289.36	View chart
NVIDIA Corporation (NVDA)	1.7	$27M	+8%	137k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$26M	+92%	35k	736.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$24M	+9%	297k	81.06	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	1.4	$24M	NEW	296k	80.08	View chart
Caterpillar (CAT)	1.3	$22M	+11%	20k	1064.91	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.3	$21M	+3%	417k	50.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$21M	+4%	57k	370.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$19M		410k	45.49	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	1.1	$19M	+3%	65k	286.09	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.1	$18M	-2%	132k	139.87	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.1	$18M	-9%	349k	50.30	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$18M	+3%	346k	50.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$16M	+13%	22k	746.76	View chart
Amazon (AMZN)	0.9	$16M		65k	238.34	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.9	$15M		127k	118.99	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.9	$15M	+5%	514k	29.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$15M		117k	124.76	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.9	$14M		339k	42.33	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.9	$14M	+4%	307k	46.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$14M	+10%	192k	73.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$14M	-2%	45k	302.97	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.8	$13M	+3%	335k	38.59	View chart
Broadcom (AVGO)	0.8	$13M	+4%	34k	377.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$13M	NEW	92k	136.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$13M	+5155%	42k	300.45	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$12M		25k	477.57	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.7	$12M	+5%	132k	91.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$12M		33k	357.37	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.7	$11M	NEW	243k	45.75	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.7	$11M		113k	98.80	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.7	$11M	+5%	377k	28.75	View chart
Microsoft Corporation (MSFT)	0.7	$11M		29k	373.03	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.6	$11M		175k	60.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$10M	-18%	323k	31.71	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$9.9M	-20%	195k	50.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$9.3M	+43%	68k	137.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$9.1M	+8%	111k	82.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$8.6M	+6%	121k	71.25	View chart
Micron Technology (MU)	0.5	$8.0M	+11%	6.9k	1154.26	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.5	$7.6M	+4%	277k	27.48	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$7.5M	+25%	39k	190.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$7.4M	-8%	15k	500.39	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.4	$7.3M	+4%	253k	29.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$7.2M	+120%	45k	161.54	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.4	$6.7M	+14%	176k	38.13	View chart
Wal-Mart Stores (WMT)	0.4	$6.7M	+3%	59k	113.26	View chart
Abbvie (ABBV)	0.4	$6.4M	+117%	26k	251.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$6.3M	+2%	17k	368.38	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$6.3M	+2%	46k	136.60	View chart
Intel Corporation (INTC)	0.4	$6.2M	+35%	44k	139.63	View chart
Kla Corp Com New (KLAC)	0.4	$6.1M	+942%	20k	301.71	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.4	$6.1M	+3%	146k	41.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$5.9M	+362%	67k	87.91	View chart
Advanced Micro Devices (AMD)	0.4	$5.9M	-2%	10k	580.91	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.4	$5.8M	+5%	105k	55.65	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.3	$5.7M	+13%	138k	41.46	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$5.7M	+14%	65k	87.88	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.3	$5.7M	+23%	151k	37.51	View chart
Eli Lilly & Co. (LLY)	0.3	$5.6M	+7%	4.6k	1199.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$5.5M	+7%	8.0k	686.81	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$5.5M	+12%	70k	77.58	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.3	$5.4M	+48%	102k	53.40	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$5.3M	+2%	58k	91.57	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$5.3M	-2%	59k	90.10	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$5.2M	+3%	191k	27.33	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$5.2M	+45%	39k	133.25	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.3	$5.1M		109k	47.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$5.1M	-3%	102k	50.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.1M	+496%	41k	124.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.1M	+6%	14k	353.33	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.3	$5.1M	+9%	120k	42.19	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$5.0M	+13%	82k	61.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.9M	+5%	33k	148.31	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$4.9M	-9%	81k	60.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.8M	-19%	142k	33.84	View chart
Meta Platforms Cl A (META)	0.3	$4.7M		8.3k	563.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$4.7M	+600%	14k	342.83	View chart
Comfort Systems USA (FIX)	0.3	$4.5M	+8%	2.3k	1981.53	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.3	$4.5M	+129%	52k	85.46	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$4.4M	+6%	112k	39.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.4M		13k	327.32	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$4.3M	+7%	95k	45.34	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$4.3M	-13%	88k	48.18	View chart
Tesla Motors (TSLA)	0.2	$4.1M	+22%	9.6k	420.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.0M	+7%	19k	217.93	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$3.9M	+111%	39k	100.67	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$3.9M		82k	47.20	View chart
Etf Ser Solutions Aptu Defd In Etf (DEFR)	0.2	$3.8M	+5%	143k	26.75	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.2	$3.7M	+6%	169k	21.98	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$3.7M	+12%	86k	43.14	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$3.7M	-17%	62k	60.29	View chart
Procter & Gamble Company (PG)	0.2	$3.7M		25k	146.64	View chart
Amphenol Corp Cl A (APH)	0.2	$3.7M	+10%	21k	176.32	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.7M	+35%	68k	53.47	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$3.6M		63k	57.88	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$3.6M		36k	100.08	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.2	$3.5M	+7%	71k	50.00	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$3.5M	-4%	40k	87.04	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$3.5M	-3%	81k	43.28	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$3.5M	+4%	31k	114.88	View chart
Costco Wholesale Corporation (COST)	0.2	$3.5M		3.7k	935.50	View chart
Palo Alto Networks (PANW)	0.2	$3.5M	+15%	10k	341.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.4M	-4%	4.6k	748.87	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$3.4M	-6%	26k	128.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.4M	+13%	13k	252.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$3.3M		26k	127.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$3.3M	-14%	40k	82.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.3M	+16%	15k	212.77	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.2	$3.3M	+4%	28k	115.98	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.2	$3.3M	+28%	70k	46.63	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$3.2M	+12%	88k	36.53	View chart
Strategy Even La Valu Etf (ESLV)	0.2	$3.2M	+31%	111k	28.63	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$3.2M	-41%	78k	40.59	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$3.2M	+10%	63k	49.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.2M	+7%	53k	59.69	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.2	$3.1M	+12%	121k	25.61	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.1M	+2%	7.1k	433.35	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.1M		39k	77.91	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.2	$3.0M	+323%	29k	106.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.0M	-3%	39k	77.11	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.2	$3.0M	+19%	27k	111.55	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.9M	-22%	15k	189.73	View chart
Howmet Aerospace (HWM)	0.2	$2.9M	+7%	11k	268.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.9M		109k	26.50	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.2	$2.9M	+15%	102k	28.20	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$2.8M	NEW	17k	170.86	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$2.8M	+2%	69k	41.41	View chart
Visa Com Cl A (V)	0.2	$2.8M	-2%	8.3k	343.11	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.8M	+3%	28k	102.25	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.2	$2.8M		15k	184.79	View chart
Johnson & Johnson (JNJ)	0.2	$2.7M		11k	253.97	View chart
Chevron Corporation (CVX)	0.2	$2.7M		17k	165.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.7M	+3%	3.5k	763.23	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$2.6M	+608%	25k	103.22	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$2.6M	+887%	83k	31.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$2.6M	+14%	4.0k	640.81	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$2.6M	+408%	24k	107.82	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.2	$2.5M		53k	47.53	View chart
Arista Networks Com Shs (ANET)	0.1	$2.4M	-14%	14k	169.88	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$2.4M		21k	113.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.4M	+22%	32k	75.51	View chart
Nextera Energy (NEE)	0.1	$2.4M	-2%	28k	87.77	View chart
First Tr Exchange-traded Inter Govt Etf (MGOV)	0.1	$2.4M	+12%	119k	20.19	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$2.3M		46k	50.50	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.3M	-7%	23k	102.16	View chart
Nordic American Tanker Shippin (NAT)	0.1	$2.3M	-3%	420k	5.54	View chart
Altria (MO)	0.1	$2.3M		32k	71.95	View chart
Bank of America Corporation (BAC)	0.1	$2.3M	-10%	40k	56.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.3M	+315%	77k	29.43	View chart
Home Depot (HD)	0.1	$2.3M	-26%	6.4k	352.71	View chart
Tidal Trust Iii Vist Arti In Etf (AIS)	0.1	$2.2M	NEW	26k	85.31	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.2M		45k	49.55	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.2M	+5158%	27k	82.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$2.2M	+275%	59k	37.23	View chart
Ge Vernova (GEV)	0.1	$2.1M	+11%	1.8k	1174.63	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.1M		131k	15.88	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.1M	+71%	3.2k	655.84	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$2.1M	+18%	11k	190.91	View chart
At&t (T)	0.1	$2.0M	-3%	99k	20.70	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.0M	+261%	17k	117.28	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.0M	-10%	2.1k	964.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M	-3%	68k	28.96	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.0M	-21%	24k	83.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.0M	-5%	8.9k	219.43	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$1.9M		78k	25.07	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$1.9M		37k	52.15	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$1.9M	NEW	25k	75.63	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$1.9M	+7%	90k	21.30	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$1.9M	NEW	28k	67.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.9M	+13%	36k	52.76	View chart
International Business Machines (IBM)	0.1	$1.9M	-6%	6.8k	281.19	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.9M	+5%	15k	126.58	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.9M		26k	72.06	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$1.9M	NEW	90k	20.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.9M	+9%	3.7k	509.39	View chart
Corning Incorporated (GLW)	0.1	$1.9M	+7%	7.3k	255.43	View chart
Teradyne (TER)	0.1	$1.8M	+12%	3.8k	483.89	View chart
Cisco Systems (CSCO)	0.1	$1.8M	+7%	16k	117.46	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.8M	-45%	26k	72.28	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$1.8M		127k	14.45	View chart
Cronos Group (CRON)	0.1	$1.8M	+3%	656k	2.78	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$1.8M	-5%	81k	22.61	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.8M	-4%	34k	54.02	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.8M	NEW	21k	86.42	View chart
Ge Aerospace Com New (GE)	0.1	$1.8M		4.7k	373.70	View chart
Morgan Stanley Com New (MS)	0.1	$1.7M	-3%	8.3k	209.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.7M	+237%	20k	86.14	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$1.7M	+4%	75k	22.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.7M	-5%	94k	17.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.7M	-20%	14k	116.67	View chart
Western Digital (WDC)	0.1	$1.7M	+10%	2.6k	638.78	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.7M	+16%	17k	99.29	View chart
Goldman Sachs (GS)	0.1	$1.7M		1.6k	1011.36	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.7M		43k	38.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.6M	+3%	10k	164.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.6M	-25%	29k	56.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$1.6M	-14%	61k	26.80	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$1.6M	-11%	8.6k	184.95	View chart
United Rentals (URI)	0.1	$1.6M		1.4k	1132.89	View chart
Citigroup Com New (C)	0.1	$1.6M	+3%	11k	139.95	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$1.6M	NEW	16k	98.57	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$1.6M	+16%	35k	44.36	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.6M		1.6k	978.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.6M		22k	69.90	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.5M		16k	98.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.5M		43k	36.26	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.5M	-60%	32k	48.66	View chart
Applied Materials (AMAT)	0.1	$1.5M		2.1k	722.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.5M		33k	46.41	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.5M		23k	65.61	View chart
Ichor Holdings SHS (ICHR)	0.1	$1.5M	NEW	13k	112.28	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$1.5M	-34%	9.2k	163.45	View chart
Emcor (EME)	0.1	$1.5M	-12%	1.8k	829.70	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$1.5M		15k	94.85	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.4M	+6%	16k	89.20	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.4M	+59%	13k	107.13	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$1.4M	+102%	52k	27.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.4M	-28%	40k	34.81	View chart
Southern Company (SO)	0.1	$1.4M	-15%	15k	95.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.4M	-50%	4.8k	290.62	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.4M	NEW	6.9k	199.81	View chart
ResMed (RMD)	0.1	$1.4M	-5%	7.0k	194.88	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.4M		8.8k	154.29	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$1.4M	+14%	59k	23.09	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.3M	+9%	12k	112.88	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.1	$1.3M	+24%	21k	64.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M	-20%	4.7k	285.58	View chart
Frontline (FRO)	0.1	$1.3M	-10%	38k	34.79	View chart
Progressive Corporation (PGR)	0.1	$1.3M	+8%	6.1k	218.46	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.3M	+14%	12k	110.35	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$1.3M	+12%	70k	18.90	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$1.3M		62k	21.12	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$1.3M	+4%	26k	50.62	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	+10%	4.4k	298.10	View chart
Waste Management (WM)	0.1	$1.3M	-5%	5.8k	222.87	View chart
O'reilly Automotive (ORLY)	0.1	$1.3M	NEW	14k	92.09	View chart
Allegiant Travel Company (ALGT)	0.1	$1.3M	+3%	11k	117.60	View chart
Digital Realty Trust (DLR)	0.1	$1.3M		7.1k	179.58	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.3M	-15%	27k	46.87	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M	+2%	3.0k	426.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.3M		24k	52.29	View chart
Roundhill Etf Trust Memory Etf	0.1	$1.2M	NEW	17k	73.85	View chart
Western Alliance Bancorporation (WAL)	0.1	$1.2M		15k	82.20	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.2M	-7%	36k	34.27	View chart
Merck & Co (MRK)	0.1	$1.2M		9.6k	128.50	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 Q2 filed Aug. 7, 2026
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

View all past filings

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