§ 13F · FUND PROFILE
Silver Oak Advisory Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $206.4B (13F)Positions · 73Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$485M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 594K | $44.0B | 19.9% | +1% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 503K | $24.3B | 11.0% | +2% |
| 3 | BSV | VANGUARD BD INDEX FDS | 210K | $16.6B | 7.5% | +1% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 400K | $15.9B | 7.2% | +1% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 439K | $14.4B | 6.5% | −4% |
| 6 | VTI | VANGUARD INDEX FDS | 33K | $11.0B | 5.0% | −1% |
| 7 | VTEB | VANGUARD MUN BD FDS | 199K | $10.0B | 4.5% | +3% |
| 8 | VIOV | VANGUARD ADMIRAL FDS INC | 89K | $8.7B | 3.9% | ±0% |
| 9 | BIV | VANGUARD BD INDEX FDS | 86K | $6.7B | 3.0% | +7% |
| 10 | VNQ | VANGUARD INDEX FDS | 76K | $6.7B | 3.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVER SIGNAL
AC read
Silver Oak Advisory Group, Inc. is a Other fund managing $206.4 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed