Silver Oak Advisory Group
Silver Oak Advisory Group reported 86 stocks worth $254K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are BND (19.4%), BNDX (10.4%) and Dimensional ETF Trust (8.5%). Compared with Q1 2026, the fund opened new positions in AVSU, VOO and GE, added to BND, BNDX and DFAX, trimmed VTEB, VXUS and SCHB and sold out of GLD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BND Vanguard BD Index Fds | $49K | 19.4% | 672K | +41K (+7%) | 8 of 8 | |
| 2 |  BNDX Vanguard Total | $26K | 10.4% | 544K | +14K (+3%) | 8 of 8 | |
| 3 | DIMENSIONAL ETF TRUST | $22K | 8.5% | 486K | +21K (+5%) | 8 of 8 | |
| 4 |  DFAX Dimensional ETF Trust | $19K | 7.5% | 515K | +39K (+8%) | 8 of 8 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $18K | 7.0% | 228K | +4,655 (+2%) | 8 of 8 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $12K | 4.8% | 33K | +286 (+1%) | 8 of 8 | |
| 7 |  VIOV Vanguard Admiral Fds Inc | $10K | 4.1% | 88K | +314 (+0%) | 8 of 8 | |
| 8 |  VTEB Vanguard Mun BD Fds | $10K | 4.0% | 203K | −2,309 (−1%) | 8 of 8 | |
| 9 |  VNQ Vanguard Index Fds | $8K | 3.2% | 83K | +774 (+1%) | 8 of 8 | |
| 10 |  VTEI Vanguard Mun BD Fds | $7K | 2.9% | 73K | +12K (+19%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLD Spdr Gold TR | $240 | 559 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Silver Oak Advisory Group 13F FAQ
What does Silver Oak Advisory Group own?
Silver Oak Advisory Group reported 86 stocks worth $254K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are BND (19.4%), BNDX (10.4%) and Dimensional ETF Trust (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Silver Oak Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 25 added to, 30 trimmed and 1 sold out. New positions include AVSU, VOO and GE. It sold all of GLD.
When will Silver Oak Advisory Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Silver Oak Advisory Group's portfolio worth?
The Q2 2026 filing reports $254K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.