SILVER OAK SECURITIES, INCORPORATED
All 13F Filings
- Location
- Jackson, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,367,723
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 648.6 K | 47.9% | 0 | 549.8 K | -549.8 K |
| ETFs | 700.9 K | 51.7% | 436.8 K | 0 | 436.8 K |
| Debt | 5.526 K | 0.4% | 946 | 0 | 946 |
| Other | 0 | 0.0% | 0 | 30 | -30 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,367,723
Holdings
781
QoQ value change ($000)
-112,265
(-7.6%)
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.