SILVER OAK SECURITIES, INCORPORATED
All 13F Filings
- Location
- Jackson, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,479,988
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.198 M | 81.7% | 136.6 K | 0 | 136.6 K |
| ETFs | 264 K | 18.0% | 6.043 K | 0 | 6.043 K |
| Debt | 4.58 K | 0.3% | 0 | 588 | -588 |
| Other | 30 | 0.0% | 0 | 193 | -193 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,479,988
Holdings
808
QoQ value change ($000)
144,494
(10.8%)
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.