StockDriftsStockDriftsTop 50 Silver Oak Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 19.45% | 672.0K | $49.3M | +6.54%(+41.23K) | $80.95(-10.74%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 10.39% | 544.3K | $26.4M | +2.64%(+14.01K) | $53.32(-10.56%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.5% | 486.0K | $21.6M | +4.61%(+21.42K) | $30.70(+50.00%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.48% | 515.3K | $19.0M | +8.08%(+38.55K) | $26.99(+41.33%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 7.01% | 228.3K | $17.8M | +2.08%(+4.66K) | $79.95(-2.91%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.78% | 32.8K | $12.1M | +0.88%(+286) | $230.72(+66.16%) | 2026-06-30 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 4.07% | 88.0K | $10.3M | +0.36%(+314) | $88.15(+36.27%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.04% | 202.6K | $10.2M | -1.13%(-2.31K) | $53.38(-6.87%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 3.16% | 83.1K | $8.0M | +0.94%(+774) | $102.68(-4.75%) | 2026-06-30 | |
| VTEI | VANGUARD MUN BD FDS | 2.92% | 73.2K | $7.4M | +18.88%(+11.63K) | $99.35(+0.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.14% | +19.58% | — | — | +5.36% |
| Top 20 Holdings Unweighted | +9.51% | +31.31% | — | — | +15.45% |
Silver Oak Advisory Group, Inc. reports $253.63M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are BND (19.4%), BNDX (10.4%) and DFAC (8.5%). The top 20 holdings account for 85.46% of reported assets. Its disclosed equity book has returned +19.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silver Oak Advisory Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906937). View Silver Oak Advisory Group, Inc.’s 13F filings on SEC