Silver Oak Securities, Incorporated
Silver Oak Securities, Inc. is an independent, full-service broker dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of FINRA and SIPC, and is known for offering advisors the support of a large institution with the flexibility of a boutique, including access to major custodial platforms and customized compliance, while remaining independent and non-proprietary in product offerings.
Investment Strategy
Focuses on enabling independent wealth advisors with global resources, flexible delivery, and non-proprietary investment and insurance products, aiming to help advisors deliver world-class client service and maximize profit potential. The firm emphasizes trust, transparency, and objectivity in product recommendations.
Latest 13F Filing Activity
Silver Oak Securities, Incorporated filed their most recent 13F report on Sep 30, 2025 disclosing 728 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Nvidia Corporation, Bondbloxx Etf Trust among other positions. Silver Oak Securities, Incorporated reduced exposure to Wisdomtree TR, Invesco Exchange Traded FD T, Ishares TR among others.
Top Holdings
Equity Positions (728)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTCS | FIRST TR EXCHANGE-TRADED FD | 3.07% | $41.0M | 438,255 | $80.75 | $93.64 | +$1.9M |
C CDC | VICTORY PORTFOLIOS II | 2.49% | $33.3M | 498,581 | $69.68 | $66.74 | +$1.5M |
A AAPL | APPLE INC | 2.30% | $30.7M | 120,674 | $206.95 | $254.63 | +$10.3M |
F FBND | FIDELITY MERRIMACK STR TR | 1.99% | $26.6M | 574,234 | $45.61 | $46.24 | +$1.0M |
N NVDA | NVIDIA CORPORATION | 1.85% | $24.7M | 132,539 | $96.16 | $186.58 | +$7.0M |