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SILVER OAK SECURITIES, INCORPORATED

Q2 2026 13F filing

Updated 34 days ago

830 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
830
New positions
128
Closed positions
183
Increased
371
Decreased
286
Turnover
37.5%
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

C

CAPITAL GROUP CORE EQUITY ET

+5.5%
Value
$44.1M
Shares
990.9K
% Port
2.68%
F
2.FPF

FIRST TR EXCHANGE-TRADED FD

-6.3%
Value
$36.3M
Shares
386.7K
% Port
2.21%
?
3.N/A

VICTORY PORTFOLIOS II

-1.5%
Value
$34.2M
Shares
460.4K
% Port
2.08%
C

CAPITAL GROUP DIVIDEND VALUE

+6.6%
Value
$34M
Shares
689.3K
% Port
2.06%
A

APPLE INC

+1.3%
Value
$33M
Shares
114.0K
% Port
2.00%
N

NVIDIA CORPORATION

+8.2%
Value
$27.4M
Shares
136.9K
% Port
1.66%
Q
7.QQQ

INVESCO QQQ TR

+92.5%
Value
$25.6M
Shares
34.7K
% Port
1.55%
F
8.FPF

FIRST TR EXCHANGE TRADED FD

+9.8%
Value
$24M
Shares
296.6K
% Port
1.46%
?
9.N/A

VICTORY PORTFOLIOS II

Value
$23.7M
Shares
295.6K
% Port
1.44%
C
10.CAT

CATERPILLAR INC

+11.9%
Value
$21.5M
Shares
20.2K
% Port
1.30%
P
11.PPT

PUTNAM ETF TRUST

+3.1%
Value
$21.3M
Shares
417.1K
% Port
1.29%
V
12.VGES

VANGUARD INDEX FDS

+4.7%
Value
$21.1M
Shares
57.1K
% Port
1.28%
F
13.FIS

FIDELITY MERRIMACK STR TR

+1.4%
Value
$18.6M
Shares
409.8K
% Port
1.13%
?
14.N/A

NORTHERN LTS FD TR IV

+3.3%
Value
$18.5M
Shares
64.7K
% Port
1.12%
F
15.FPF

FIRST TR EXCHANGE-TRADED ALP

-2.0%
Value
$18.4M
Shares
131.9K
% Port
1.12%
C

BONDBLOXX ETF TRUST

-9.8%
Value
$17.5M
Shares
348.6K
% Port
1.06%
N
17.NOC

JANUS DETROIT STR TR

+3.9%
Value
$17.5M
Shares
346.3K
% Port
1.06%
S
18.SPY

STATE STR SPDR S&P 500 ETF T

+13.4%
Value
$16M
Shares
21.5K
% Port
0.97%
A
19.AMZN

AMAZON COM INC

-0.8%
Value
$15.5M
Shares
65.0K
% Port
0.94%
S

SPDR SERIES TRUST

-0.6%
Value
$15.2M
Shares
127.4K
% Port
0.92%
F
21.FPF

FIRST TR EXCHANGE-TRADED FD

+6.0%
Value
$15.1M
Shares
514.3K
% Port
0.92%
?
22.N/A

AMERICAN CENTY ETF TR

-1.6%
Value
$14.6M
Shares
116.7K
% Port
0.88%
C

CAPITAL GROUP GBL GROWTH EQT

+0.2%
Value
$14.3M
Shares
338.7K
% Port
0.87%
?
24.N/A

ETF SER SOLUTIONS

+4.5%
Value
$14.2M
Shares
306.8K
% Port
0.86%
V
25.VGES

VANGUARD BD INDEX FDS

+10.3%
Value
$14.1M
Shares
191.6K
% Port
0.85%
E
26.ETHA

INVESCO EXCH TRADED FD TR II

-2.9%
Value
$13.6M
Shares
45.0K
% Port
0.83%
O
27.OUNZ

VANECK MERK GOLD ETF

+3.6%
Value
$12.9M
Shares
334.7K
% Port
0.78%
A
28.AVGO

BROADCOM INC

+4.2%
Value
$12.9M
Shares
34.0K
% Port
0.78%
E
29.ETHA

ISHARES TR

Value
$12.6M
Shares
92.2K
% Port
0.76%
E
30.ETHA

ISHARES TR

+5155.1%
Value
$12.5M
Shares
41.6K
% Port
0.76%
T

TAIWAN SEMICONDUCTOR MANUFAC

-0.5%
Value
$12.1M
Shares
25.4K
% Port
0.74%
S

SPDR SERIES TRUST

+5.8%
Value
$12.1M
Shares
131.6K
% Port
0.73%
G

ALPHABET INC

+1.6%
Value
$11.9M
Shares
33.2K
% Port
0.72%
V
34.VCTR

VICTORY PORTFOLIOS II

Value
$11.1M
Shares
243.3K
% Port
0.68%
?
35.N/A

VICTORY PORTFOLIOS II

-0.2%
Value
$11.1M
Shares
112.5K
% Port
0.67%
D

ETF SER SOLUTIONS

+5.7%
Value
$10.8M
Shares
377.2K
% Port
0.66%
M
37.MSFT

MICROSOFT CORP

+0.6%
Value
$10.8M
Shares
29.0K
% Port
0.66%
?
38.N/A

INVESCO EXCH TRADED FD TR II

+2.0%
Value
$10.5M
Shares
174.8K
% Port
0.64%
S

SCHWAB STRATEGIC TR

-18.9%
Value
$10.3M
Shares
323.3K
% Port
0.62%
?
40.N/A

ISHARES TR

-20.5%
Value
$9.9M
Shares
194.9K
% Port
0.60%
E
41.ETHA

ISHARES TR

+43.8%
Value
$9.3M
Shares
67.8K
% Port
0.57%
B
42.BLK

ISHARES TR

+8.5%
Value
$9.1M
Shares
110.5K
% Port
0.55%
V
43.VGES

VANGUARD TAX-MANAGED FDS

+6.3%
Value
$8.6M
Shares
121.0K
% Port
0.52%
M
44.MU

MICRON TECHNOLOGY INC

+11.2%
Value
$8M
Shares
6.9K
% Port
0.48%
?
45.N/A

ETF SER SOLUTIONS

+4.2%
Value
$7.6M
Shares
276.6K
% Port
0.46%
S

SELECT SECTOR SPDR TR

+25.8%
Value
$7.5M
Shares
39.3K
% Port
0.45%
B

BERKSHIRE HATHAWAY INC DEL

-8.7%
Value
$7.4M
Shares
14.8K
% Port
0.45%
S

SPDR SERIES TRUST

+4.4%
Value
$7.3M
Shares
253.2K
% Port
0.45%
I
49.IVZ

INVESCO EXCH TRADED FD TR II

+120.8%
Value
$7.2M
Shares
44.8K
% Port
0.44%
I
50.INSP

NORTHERN LTS FD TR IV

+14.4%
Value
$6.7M
Shares
176.0K
% Port
0.41%