SILVER OAK SECURITIES, INCORPORATED - Portfolio overview

SILVER OAK SECURITIES, INCORPORATED has 884 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FTCS - FIRST TR EXCHANGE-TRADED FD, 2.64%
2. CGUS - CAPITAL GROUP CORE EQUITY ET, 2.49%
3. CDC - VICTORY PORTFOLIOS II, 2.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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