Silver Oak Securities, Inc Portfolio Holdings
Silver Oak Securities, Inc
- $1.33 Billion
- Q4 2025
Silver Oak Securities, Inc has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 808 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $39.3M, Capital Group Core Equity ETF with a value of $34.1M, Apple Inc. with a value of $32.9M, Victory Portfolios Ii Shs Inco with a value of $32M, and Capital Group Divid Value ETF with a value of $26.1M.
Examining the 13F form we can see an increase of $105M in the current position value, from $1.22B to 1.33B.
Silver Oak Securities, Inc is based out at Jackson, TN
Below you can find more details about Silver Oak Securities, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 808
- Current Value $1.33 Billion
- Prior Value $1.22 Billion
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 102 stocks
- Additional Purchases 404 stocks
- Sold out of 0 stocks
- Reduced holdings in 267 stocks