Silver Oak Securities
$1.6B 13F equity value
909 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Silver Oak Securities covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGUS | CAPITAL GROUP CORE EQUITY ET | 990,870 | $44M | 2.7% |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 386,723 | $36M | 2.2% |
| CDC | VICTORY PORTFOLIOS II | 460,359 | $34M | 2.1% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 689,334 | $34M | 2.1% |
| AAPL | APPLE INC | 113,961 | $33M | 2.0% |
| NVDA | NVIDIA CORPORATION | 136,932 | $27M | 1.7% |
| QQQ | INVESCO QQQ TR | 34,737 | $26M | 1.6% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 296,606 | $24M | 1.5% |
| CFO | VICTORY PORTFOLIOS II | 295,625 | $24M | 1.4% |
| CAT | CATERPILLAR INC | 20,176 | $21M | 1.3% |
Track Silver Oak Securities's 13F portfolio: $1.6B in reported holdings, 909 positions. Top holdings and quarterly changes on SentiSense.
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