account_balance
Investment manager · 13F filer · SEC CIK 1080576
Silver Oak Securities, Incorporated
Reported value$1.35Bas of Sep 30, 2026
Positions809 63 new, 84 sold out
Top 10 weight17.4%AAPL alone is 3%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
2.8%Trimmed −4%
LLYELI Lilly & Co
2.2%Added +374%
FBNDFidelity Merrimack STR Tr
2.2%Added +64%
PVALPutnam ETF Trust
2.1%Added +25%
NVDANVIDIA Corp
1.8%Trimmed −5%
VTIVanguard Index FDS
1.5%
AMZNAmazon.com Inc
1.3%Added +7%
QQQMInvesco Exch Traded Fd Tr II
1.2%Added +31%
MSFTMicrosoft Corp
1.2%
SHYiShares Tr
1.1%Added +72%
ACIOETF Ser Solutions
1.1%Added +8%
SCHDSchwab Strategic Tr
1.1%Added +31%
AAPLApple Inc.
2.8%−4%
LLYELI Lilly & Co
2.2%
FBNDFidelity Merrimack STR Tr
2.2%
PVALPutnam ETF Trust
2.1%
NVDANVIDIA Corp
1.8%
VTIVanguard Index FDS
1.5%
AMZNAmazon.com Inc
1.3%
QQQMInvesco Exch Traded Fd Tr II
1.2%
MSFTMicrosoft Corp
1.2%
SHY1.1%
ACIO
SCHD1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 2.8% Trimmed −4%LLY ELI Lilly & Co 2.2% Added +374%
FBND Fidelity Merrimack STR Tr 2.2% Added +64%
PVAL Putnam ETF Trust 2.1% Added +25%
NVDA NVIDIA Corp 1.8% Trimmed −5%VTI Vanguard Index FDS 1.5% Held
AMZN Amazon.com Inc 1.3% Added +7%QQQM Invesco Exch Traded Fd Tr II 1.2% Added +31%
MSFT Microsoft Corp 1.2% HeldSHY iShares Tr 1.1% Added +72%
ACIO ETF Ser Solutions 1.1% Added +8%
SCHD Schwab Strategic Tr 1.1% Added +31%
What changed
Biggest moves since Jun 30, 2026
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