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SILVER OAK SECURITIES, INCORPORATED

SILVER OAK SECURITIES, INCORPORATED is a Broker-Dealer institutional filer with the SEC under CIK 1080576, reporting 830 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TN
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-07

Top 10 portfolio positions

The largest reported holdings in SILVER OAK SECURITIES, INCORPORATED's most recent 13F filing, ranked by reported market value.

  1. CAPITAL GROUP CORE EQUITY ET (CGUS)
  2. FIRST TR EXCHANGE-TRADED FD (FTCS)
  3. VICTORY PORTFOLIOS II (CDC)
  4. CAPITAL GROUP DIVIDEND VALUE (CGDV)
  5. APPLE INC (AAPL)
  6. NVIDIA CORPORATION (NVDA)
  7. INVESCO QQQ TR (QQQ)
  8. FIRST TR EXCHANGE TRADED FD (RDVY)
  9. VICTORY PORTFOLIOS II (CFO)
  10. CATERPILLAR INC (CAT)
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