Silver Oak Advisory Group, Inc. Portfolio Holdings

Silver Oak Advisory Group, Inc.

  • $206 Million
  • Q2 2025

Silver Oak Advisory Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $206 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $41.4M, Vanguard Total International B with a value of $23.5M, Vanguard Bd Index Fd Inc Short with a value of $15.6M, Dimensional ETF Tr U S Core Eq with a value of $12.8M, and Dimensional ETF Tr with a value of $12.3M.

Examining the 13F form we can see an increase of $18.1M in the current position value, from $188M to 206M.

Silver Oak Advisory Group, Inc. is based out at Portland, OR

Below you can find more details about Silver Oak Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $206 Million
ETFs: $176 Million
Technology: $4.98 Million
Financial Services: $1.63 Million
Consumer Defensive: $1.47 Million
Healthcare: $1.28 Million
Industrials: $959,000
Energy: $663,000
Consumer Cyclical: $549,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.3B
$462,000 0.22% of portfolio
14,169
Q1 2024 Reduced 2.69%
$152B
$383,000 0.19% of portfolio
1,373
Q2 2025 Added 20.44%
$108B
$299,000 0.14% of portfolio
3,273
Q2 2025 New
$75.1B
$226,000 0.11% of portfolio
1,219
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $206 Million
  • Prior Value $188 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Silver Oak Advisory Group, Inc. Portfolio

Follow Silver Oak Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email