SILVER OAK SECURITIES, INCORPORATED
All 13F Filings
- Location
- Jackson, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,647,020
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 830 | 1,647,020 | 13F-HR | SILVER OAK SECURITIES, INCORPORATED |
| Q1 2026 | 4/20/2026 | 781 | 1,367,723 | 13F-HR | SILVER OAK SECURITIES, INCORPORATED |
| Q4 2025 | 1/15/2026 | 808 | 1,479,988 | 13F-HR | SILVER OAK SECURITIES, INCORPORATED |
| Q3 2025 | 10/21/2025 | 753 | 1,335,494 | 13F-HR | SILVER OAK SECURITIES, INCORPORATED |
| Q2 2025 | 7/11/2025 | 696 | 1,230,971 | 13F-HR | SILVER OAK SECURITIES, INCORPORATED |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 774.1 K | 47.3% | 125.5 K | 0 | 125.5 K |
| ETFs | 857.5 K | 52.4% | 156.7 K | 0 | 156.7 K |
| Debt | 5.03 K | 0.3% | 0 | 496 | -496 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,647,020
Holdings
830
QoQ value change ($000)
279,297
(20.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.