ETF Holders

Silver Oak Advisory Group, Inc. ETF holdings

Portland, OR

Reported $241.4M in 60 ETFs in its Form 13F for June 30, 2026.

ETF value
$241.4M
ETFs held
60
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
95.2%
of $253.6M

Top 10 of 60 ETF holdings

TickerFundValueSharesChange
BNDVanguard Total Bond Market ETF$49.3M671,986+41,234 shares
BNDXVanguard Total International Bond ETF$26.4M544,324+14,011 shares
DFACDimensional U.S. Core Equity 2 ETF$21.6M486,000+21,418 shares
DFAXDimensional World ex U.S. Core Equity 2 ETF$19.0M515,318+38,545 shares
BSVVanguard Short-Term Bond ETF$17.8M228,325+4,655 shares
VTIVanguard Morningstar Total Stock Market ETF$12.1M32,776+286 shares
VIOVVanguard S&P Small-Cap 600 Value ETF$10.3M87,995+314 shares
VTEBVanguard Tax-Exempt Bond ETF$10.2M202,568−2,309 shares
VNQVanguard Real Estate ETF$8.0M83,058+774 shares
VTEIVanguard Intermediate-Term Tax-Exempt Bond ETF$7.4M73,232+11,629 shares
50 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001906937. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Silver Oak Advisory Group, Inc. own?

Silver Oak Advisory Group, Inc. reported 60 ETF positions worth $241.4M in its Form 13F for June 30, 2026. The largest was BND, at $49.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.