Silver Oak Advisory Group, Inc.
•CIK: 1906937•Filing: Q4 2025
**Silver Oak Advisory Group, Inc.** manages $221M across a portfolio of 75 distinct positions. The strategy exhibits a significant fixed-income tilt, evidenced by top holdings including BND ($44.0M) and BNDX ($24.3M). Further allocations target diversified assets, notably VTI ($11.0M) and VTEB ($10.0M), alongside sector-specific plays such as BSV ($16.6M) and DFAC ($15.9M). This structure suggests a disciplined, income-oriented approach with measured exposure to core equity and fixed-income markets.
Total AUM
$221.2M
QoQ Performance
+0.1%
Positions
39
Top 10 Concentration
71.5%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
BNDX
BSV
DFAC
DFAX
BND19.9%
BNDX11.0%
BSV7.5%
DFAC7.2%
DFAX6.5%
VTI5.0%
VTEB4.5%
VIOV3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.9%
Technology2.1%
ETF0.9%
Consumer0.7%
Healthcare0.6%
Financial0.5%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑26 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022