Silver Oak Securities
$1.4B Assets Reported
877 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | 412,728 | $38M | 2.8% |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 939,142 | $36M | 2.6% |
| CDC | VICTORY PORTFOLIOS II | 467,262 | $33M | 2.4% |
| AAPL | APPLE INC | 112,457 | $29M | 2.1% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 646,719 | $28M | 2.0% |
| NVDA | NVIDIA CORPORATION | 126,600 | $22M | 1.6% |
| XHLF | BONDBLOXX ETF TRUST | 386,643 | $19M | 1.4% |
| PVAL | PUTNAM ETF TRUST | 404,335 | $19M | 1.4% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 270,094 | $18M | 1.3% |
| FBND | FIDELITY MERRIMACK STR TR | 404,100 | $18M | 1.3% |
Track Silver Oak Securities's 13F portfolio: $1.4B in reported holdings, 877 positions. Top holdings, AUM, and quarterly changes on SentiSense.