Silver Oak Advisory Group, Inc.

CIK 0001906937 · PORTLAND, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Silver Oak Advisory Group, Inc. reported 86 positions worth $253.6K as of June 30, 2026 (13F filed August 3, 2026). Largest holding: BND (19.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$253.6K
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.8%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BNDVANGUARD BD INDEX FDSSH$49.3K19.45%671,986
2BNDXVANGUARD CHARLOTTE FDSSH$26.4K10.39%544,324
3DFACDIMENSIONAL ETF TRUSTSH$21.6K8.50%486,000
4DFAXDIMENSIONAL ETF TRUSTSH$19.0K7.48%515,318
5BSVVANGUARD BD INDEX FDSSH$17.8K7.01%228,325
6VTIVANGUARD INDEX FDSSH$12.1K4.78%32,776
7VIOVVANGUARD ADMIRAL FDS INCSH$10.3K4.07%87,995
8VTEBVANGUARD MUN BD FDSSH$10.2K4.04%202,568
9VNQVANGUARD INDEX FDSSH$8.0K3.16%83,058
10VTEIVANGUARD MUN BD FDSSH$7.4K2.92%73,232

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Silver Oak Advisory Group, Inc. hold as of Q2 2026?

Silver Oak Advisory Group, Inc. reported 86 positions worth $253.6K in its Q2 2026 13F filing. Largest positions: BND (19.4%), BNDX (10.4%), DFAC (8.5%), DFAX (7.5%) and BSV (7.0%).

What did Silver Oak Advisory Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Silver Oak Advisory Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.