SILVER OAK SECURITIES, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1080576
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.6B
Holdings
830
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SILVER OAK SECURITIES, Inc disclosed 830 positions worth $1.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 121 new positions and exited 74 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (66.6% of disclosed assets). All figures are sourced directly from SILVER OAK SECURITIES, Inc’s Form 13F-HR filing with the SEC under CIK 1080576.
AI Fund Analysis
StableFIRST TR EXCHANGE-TRADED F
2.2% weight
Held 10 quarters
VICTORY PORTFOLIOS II - VC
2.1% weight
Held 10 quarters
CAPITAL GROUP DIVIDEND VAL
2.1% weight
Held 10 quarters
$AAPL2.0% weight
Held 10 quarters
$NVDA1.7% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
9 quarters accumulating
FIRST TR EXCHANGE-TRADED F
9 quarters accumulating
ETF SER SOLUTIONS - APTUS
9 quarters accumulating
SCHWAB STRATEGIC TR - FUND
9 quarters accumulating
NORTHERN LTS FD TR IV - IN
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT
—Quality
$44.1M990,870 shFIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF
—Quality
$36.3M386,723 shVICTORY PORTFOLIOS II - VCSHS US EQ INCM
—Quality
$34.2M460,359 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$34.0M689,334 sh- 76.4
Quality
$33.0M113,961 sh - 85.9
Quality
$27.4M136,932 sh - —
Quality
$25.6M34,737 sh FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$24.0M296,606 shVICTORY PORTFOLIOS II - VCSHS US 500 ENH
—Quality
$23.7M295,625 sh- 66.5
Quality
$21.5M20,176 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $44.1M | 990,870 |
| FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $36.3M | 386,723 |
| VICTORY PORTFOLIOS II - VCSHS US EQ INCM | — | $34.2M | 460,359 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $34.0M | 689,334 |
| Apple Inc.$AAPL | 76.4 | $33.0M | 113,961 |
| NVIDIA CORP$NVDA | 85.9 | $27.4M | 136,932 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $25.6M | 34,737 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $24.0M | 296,606 |
| VICTORY PORTFOLIOS II - VCSHS US 500 ENH | — | $23.7M | 295,625 |
 CATERPILLAR INC$CAT | 66.5 | $21.5M | 20,176 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SILVER OAK SECURITIES, Inc's 830 positions.
Showing top 10 of 830 holdings.
Sector Allocation
Other
$1.1B
Technology
$202.1M
Financials
$143.3M
Industrials
$67.5M
Consumer Discretionary
$39.5M
Healthcare
$29.9M
Consumer Staples
$13.9M
Materials
$13.3M
Top Holdings — SILVER OAK SECURITIES, Inc (Q2 2026)
Top 150 of 830 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $44.1M | 2.7% | +6% | — |
| 2 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $36.3M | 2.2% | -6% | — |
| 3 | — | VICTORY PORTFOLIOS II - VCSHS US EQ INCM | $34.2M | 2.1% | -1% | — |
| 4 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $34.0M | 2.1% | +7% | — |
| 5 | $AAPL | Apple Inc. | $33.0M | 2.0% | +1% | 76.4 |
| 6 | $NVDA | NVIDIA CORP | $27.4M | 1.7% | +8% | 85.9 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $25.6M | 1.6% | +92% | — |
| 8 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $24.0M | 1.5% | +10% | — |
| 9 | — | VICTORY PORTFOLIOS II - VCSHS US 500 ENH | $23.7M | 1.4% | NEW | — |
| 10 | $CAT | CATERPILLAR INC | $21.5M | 1.3% | +12% | 66.5 |
| 11 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $21.3M | 1.3% | +3% | — |
| 12 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $21.1M | 1.3% | +5% | — |
| 13 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $18.6M | 1.1% | +1% | — |
| 14 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $18.5M | 1.1% | +3% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $18.4M | 1.1% | -2% | — |
| 16 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $17.5M | 1.1% | -10% | — |
| 17 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $17.5M | 1.1% | +4% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $16.0M | 1.0% | +13% | — |
| 19 |  $AMZN | AMAZON COM INC | $15.5M | 0.9% | -1% | 68.7 |
| 20 | — | SPDR SERIES TRUST - ST STR P500GRW | $15.2M | 0.9% | -1% | — |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $15.1M | 0.9% | +6% | — |
| 22 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $14.6M | 0.9% | -2% | — |
| 23 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $14.3M | 0.9% | +0% | — |
| 24 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $14.2M | 0.9% | +5% | — |
| 25 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $14.1M | 0.8% | +10% | — |
| 26 |  $IVZ | Invesco Ltd. | $13.6M | 0.8% | -3% | — |
| 27 |  $OUNZ | VanEck Merk Gold ETF | $12.9M | 0.8% | +4% | 33.6 |
| 28 |  $AVGO | Broadcom Inc. | $12.9M | 0.8% | +4% | 84.5 |
| 29 | — | ISHARES TR - SP SMCP600VL ETF | $12.6M | 0.8% | NEW | — |
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | $12.5M | 0.8% | +5155% | — |
| 31 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.1M | 0.7% | -0% | — |
| 32 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $12.1M | 0.7% | +6% | — |
| 33 |  $GOOG | Alphabet Inc. | $11.9M | 0.7% | +2% | 78.2 |
| 34 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $11.1M | 0.7% | NEW | — |
| 35 | — | VICTORY PORTFOLIOS II - VCSHS US 500 VOL | $11.1M | 0.7% | -0% | — |
| 36 | — | ETF SER SOLUTIONS - APTUS DEFINED | $10.8M | 0.7% | +6% | — |
| 37 |  $MSFT | MICROSOFT CORP | $10.8M | 0.7% | +1% | 79.8 |
| 38 | $IVZ | Invesco Ltd. | $10.5M | 0.6% | +2% | — |
| 39 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.3M | 0.6% | -19% | — |
| 40 | — | ISHARES TR - TRS FLT RT BD | $9.9M | 0.6% | -21% | — |
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | $9.3M | 0.6% | +44% | — |
| 42 | — | ISHARES TR - 1 3 YR TREAS BD | $9.1M | 0.6% | +8% | — |
| 43 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $8.6M | 0.5% | +6% | — |
| 44 |  $MU | MICRON TECHNOLOGY INC | $8.0M | 0.5% | +11% | 86.2 |
| 45 | — | ETF SER SOLUTIONS - APTUS INT ENH YL | $7.6M | 0.5% | +4% | — |
| 46 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $7.5M | 0.5% | +26% | — |
| 47 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.4M | 0.5% | -9% | 73.8 |
| 48 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $7.3M | 0.5% | +4% | — |
| 49 | $IVZ | Invesco Ltd. | $7.2M | 0.4% | +121% | — |
| 50 | — | NORTHERN LTS FD TR IV - INSPIRE INTL ETF | $6.7M | 0.4% | +14% | — |
| 51 |  $WMT | Walmart Inc. | $6.7M | 0.4% | +4% | 60.2 |
| 52 |  $ABBV | AbbVie Inc. | $6.4M | 0.4% | +118% | 72.7 |
| 53 |  $GLD | SPDR GOLD TRUST | $6.3M | 0.4% | +2% | — |
| 54 | — | ISHARES TR - GLOBAL 100 ETF | $6.3M | 0.4% | +2% | — |
| 55 |  $INTC | INTEL CORP | $6.2M | 0.4% | +35% | 45.6 |
| 56 |  $KLAC | KLA CORP | $6.1M | 0.4% | +943% | 78.6 |
| 57 | — | ETF SER SOLUTIONS - APTUS LARGE CAP | $6.1M | 0.4% | +4% | — |
| 58 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $5.9M | 0.4% | +363% | — |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $5.9M | 0.4% | -3% | 79.8 |
| 60 | — | ETF SER SOLUTIONS - APTUS DRAWDOWN | $5.8M | 0.3% | +5% | — |
| 61 | — | PGIM ETF TR - TOTA RETU BD ETF | $5.7M | 0.3% | +13% | — |
| 62 | — | SPDR SERIES TRUST - ST STR P500ETF | $5.7M | 0.3% | +15% | — |
| 63 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $5.7M | 0.3% | +24% | — |
| 64 |  $LLY | ELI LILLY & Co | $5.6M | 0.3% | +7% | 87.5 |
| 65 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.5M | 0.3% | +8% | — |
| 66 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $5.5M | 0.3% | +12% | — |
| 67 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $5.4M | 0.3% | +49% | — |
| 68 | — | PROSHARES TR - S&P MDCP 400 DIV | $5.3M | 0.3% | +2% | — |
| 69 | $IVZ | Invesco Ltd. | $5.3M | 0.3% | -2% | — |
| 70 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $5.2M | 0.3% | +3% | — |
| 71 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $5.2M | 0.3% | +46% | — |
| 72 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | $5.1M | 0.3% | +2% | — |
| 73 |  $WT | WisdomTree, Inc. | $5.1M | 0.3% | -3% | 59.9 |
| 74 | — | ISHARES TR - RUS 1000 GRW ETF | $5.1M | 0.3% | +496% | — |
| 75 |  $GOOGL | Alphabet Inc. | $5.1M | 0.3% | +6% | 78.2 |
| 76 | — | ETF SER SOLUTIONS - OPUS SML CP VL | $5.1M | 0.3% | +10% | — |
| 77 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $5.0M | 0.3% | +14% | — |
| 78 | — | ISHARES TR - CORE S&P SCP ETF | $4.9M | 0.3% | +5% | — |
| 79 | — | SPDR SERIES TRUST - ST STR P500VAL | $4.9M | 0.3% | -9% | — |
| 80 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $4.8M | 0.3% | -20% | — |
| 81 |  $META | Meta Platforms, Inc. | $4.7M | 0.3% | +2% | 79.6 |
| 82 | — | ISHARES TR - MSCI USA MMENTM | $4.7M | 0.3% | +600% | — |
| 83 |  $FIX | COMFORT SYSTEMS USA INC | $4.5M | 0.3% | +9% | 77.7 |
| 84 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $4.5M | 0.3% | +129% | — |
| 85 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $4.4M | 0.3% | +7% | — |
| 86 |  $JPM | JPMORGAN CHASE & CO | $4.4M | 0.3% | -0% | 70.7 |
| 87 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $4.3M | 0.3% | +8% | — |
| 88 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $4.3M | 0.3% | -14% | — |
| 89 |  $TSLA | Tesla, Inc. | $4.1M | 0.3% | +23% | 53.9 |
| 90 | — | VANGUARD INDEX FDS - VALUE ETF | $4.0M | 0.3% | +7% | — |
| 91 | — | ISHARES TR - 0-3 MTH TREASURY | $3.9M | 0.2% | +111% | — |
| 92 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $3.9M | 0.2% | +1% | — |
| 93 | — | ETF SER SOLUTIONS - APTU DEFD IN ETF | $3.8M | 0.2% | +6% | — |
| 94 | — | ETF SER SOLUTIONS - APTUS ENHANCED | $3.7M | 0.2% | +7% | — |
| 95 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $3.7M | 0.2% | +13% | — |
| 96 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $3.7M | 0.2% | -17% | — |
| 97 |  $PG | PROCTER & GAMBLE Co | $3.7M | 0.2% | -1% | 64.6 |
| 98 |  $APH | AMPHENOL CORP /DE/ | $3.7M | 0.2% | +11% | 79.3 |
| 99 |  $SLV | iShares Silver Trust | $3.7M | 0.2% | +35% | — |
| 100 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | $3.6M | 0.2% | +0% | — |
| 101 | — | ETF SER SOLUTIONS - CLEARSHS ULTRA | $3.6M | 0.2% | +1% | — |
| 102 | — | NORTHERN LTS FD TR IV - INSPIRE SML/ MID | $3.5M | 0.2% | +7% | — |
| 103 |  $IBKR | Interactive Brokers Group, Inc. | $3.5M | 0.2% | -5% | 77 |
| 104 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $3.5M | 0.2% | -3% | — |
| 105 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $3.5M | 0.2% | +4% | — |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 0.2% | +0% | 66.1 |
| 107 |  $PANW | Palo Alto Networks Inc | $3.5M | 0.2% | +16% | 65.5 |
| 108 | — | ISHARES TR - CORE S&P500 ETF | $3.4M | 0.2% | -4% | — |
| 109 | — | AMERICAN CENTY ETF TR - US EQT ETF | $3.4M | 0.2% | -6% | — |
| 110 | — | ISHARES TR - U.S. TECH ETF | $3.4M | 0.2% | +13% | — |
| 111 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $3.3M | 0.2% | -0% | — |
| 112 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $3.3M | 0.2% | -15% | — |
| 113 | $IVZ | Invesco Ltd. | $3.3M | 0.2% | +17% | — |
| 114 | — | VANECK ETF TRUST - URANI NUCLE ETF | $3.3M | 0.2% | +5% | — |
| 115 | — | PACER FDS TR - ARIST HIGH ETF | $3.3M | 0.2% | +28% | — |
| 116 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $3.2M | 0.2% | +12% | — |
| 117 | — | STRATEGY SHS - EVEN LA VALU ETF | $3.2M | 0.2% | +32% | — |
| 118 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $3.2M | 0.2% | -41% | — |
| 119 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $3.2M | 0.2% | +11% | — |
| 120 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.2M | 0.2% | +7% | — |
| 121 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $3.1M | 0.2% | +12% | — |
| 122 |  $LRCX | LAM RESEARCH CORP | $3.1M | 0.2% | +3% | 79.4 |
| 123 | $META | Meta Platforms, Inc. | $3.1M | 0.2% | -2% | 79.6 |
| 124 | — | PACER FDS TR - DATA & DIGI REVO | $3.0M | 0.2% | +323% | — |
| 125 | — | ISHARES TR - CORE S&P MCP ETF | $3.0M | 0.2% | -4% | — |
| 126 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $3.0M | 0.2% | +19% | — |
| 127 |  $RTX | RTX Corp | $2.9M | 0.2% | -22% | 73.2 |
| 128 |  $HWM | Howmet Aerospace Inc. | $2.9M | 0.2% | +7% | 73.9 |
| 129 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $2.9M | 0.2% | +1% | — |
| 130 | — | ETF SER SOLUTIONS - APTUS LRG CAP UP | $2.9M | 0.2% | +15% | — |
| 131 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $2.8M | 0.2% | NEW | — |
| 132 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $2.8M | 0.2% | +2% | — |
| 133 |  $V | VISA INC. | $2.8M | 0.2% | -2% | 82.9 |
| 134 | — | ISHARES TR - U.S. REAL ES ETF | $2.8M | 0.2% | +3% | — |
| 135 | — | SPDR SERIES TRUST - ST STR GLB DOW | $2.8M | 0.2% | -0% | — |
| 136 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.2% | -1% | 69 |
| 137 |  $CVX | CHEVRON CORP | $2.7M | 0.2% | +0% | 62.8 |
| 138 |  $CRWD | CrowdStrike Holdings, Inc. | $2.7M | 0.2% | +4% | 67.7 |
| 139 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $2.6M | 0.2% | +609% | — |
| 140 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.6M | 0.2% | +887% | — |
| 141 | — | ISHARES TR - ISHARES SEMICDTR | $2.6M | 0.2% | +14% | — |
| 142 | — | SPDR SERIES TRUST - ST STR CONV ETF | $2.6M | 0.1% | +408% | — |
| 143 | — | T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF | $2.5M | 0.1% | -2% | — |
| 144 |  $ANET | Arista Networks, Inc. | $2.4M | 0.1% | -14% | 81.9 |
| 145 | $IVZ | Invesco Ltd. | $2.4M | 0.1% | -0% | — |
| 146 |  $IAU | ISHARES GOLD TRUST | $2.4M | 0.1% | +22% | — |
| 147 |  $NEE | NEXTERA ENERGY INC | $2.4M | 0.1% | -2% | 64.6 |
| 148 | — | FIRST TR EXCHANGE-TRADED FD - INTER GOVT ETF | $2.4M | 0.1% | +12% | — |
| 149 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $2.3M | 0.1% | +2% | — |
| 150 | — | ISHARES TR - 0-5 YR TIPS ETF | $2.3M | 0.1% | -7% | — |
New Positions (121)
VICTORY PORTFOLIOS II - VCSHS US 500 ENH$23.7M
ISHARES TR - SP SMCP600VL ETF$12.6M
VICTORY PORTFOLIOS II - SHS FR CA FL ETF$11.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.8M TIDAL TRUST III - VIST ARTI IN ETF$2.2M
ISHARES TR - U S EQUITY FACTR$1.9M
SPDR INDEX SHS FDS - ST STR NAT ETF$1.9M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$1.9M
ISHARES TR - 20 YR TR BD ETF$1.8M
FIDELITY COVINGTON TRUST - MOMENTUM FACTR$1.6M
$ICHR ICHOR HOLDINGS, LTD.$1.5M ISHARES TR - MSCI USA VALUE$1.4M
$ORLY O REILLY AUTOMOTIVE INC$1.3M ROUNDHILL ETF TRUST - MEMORY ETF$1.2M
$ALAB Astera Labs, Inc.$1.0MExited Positions (74)
$XOM.R34088 EXXON MOBIL CORP HARBOR ETF TRUST
$USO United States Oil Fund, LP ISHARES TR
BNY MELLON ETF TRUST
ISHARES TR
FRANKLIN TEMPLETON ETF TR
FIRST TR EXCHNG TRADED FD VI
ISHARES TR
$MUFG MITSUBISHI UFJ FINANCIAL GROUP INC INNOVATOR ETFS TRUST
TWO RDS SHARED TR
ISHARES INC
BLACKROCK ETF TRUST
INNOVATOR ETFS TRUST
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