13F Insight
DOSSIER · 13F-HR · Q1 2026

Silver Oak Advisory Group, Inc.

$232M in tracked AUM across 80 positions as of Q1 2026.

SO
CIK 0001906937 · last filed Mar 31, 2026
Total AUM
$232M
as of Q1 2026
Holdings
80
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Silver Oak Advisory Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$46M631K20.0%02
BNDX
VANGUARD CHARLOTTE FDS
$25M530K11.0%03
DFAC
DIMENSIONAL ETF TRUST
$18M465K7.8%04
BSV
VANGUARD BD INDEX FDS
$18M224K7.6%05
DFAX
DIMENSIONAL ETF TRUST
$16M477K7.0%06
VTI
VANGUARD INDEX FDS
$10M32K4.5%07
VTEB
VANGUARD MUN BD FDS
$10M205K4.4%08
VIOV
VANGUARD ADMIRAL FDS INC
$9M88K3.8%09
VNQ
VANGUARD INDEX FDS
$7M82K3.1%10
BIV
VANGUARD BD INDEX FDS
$7M91K3.0%

Filing history

2026Q1Mar 31
$232M▲ 4.8%
80 positionsView →2025Q4Dec 31
$221M▲ 0.1%
75 positionsView →2025Q3Sep 30
$221M▲ 7.1%
77 positionsView →2025Q2Jun 30
$206M▲ 9.6%
73 positionsLocked2025Q1Mar 31
$188M▼ 0.4%
65 positionsLocked2024Q4Dec 31
$189M▼ 3.0%
65 positionsLocked2024Q3Sep 30
$195M▲ 8.3%
68 positionsLocked2024Q2Jun 30
$180M▲ 1.1%
64 positionsLocked2024Q1Mar 31
$178M▲ 4.6%
64 positionsLocked2023Q4Dec 31
$170M▲ 10.3%
61 positionsLocked2023Q3Sep 30
$154M▲ 0.9%
60 positionsLocked2023Q2Jun 30
$153M▲ 2.8%
55 positionsLocked
Showing 12 of 18