Fund Holdings

SILVER OAK SECURITIES, INCORPORATED

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
CAPITAL GROUP GBL GROWTH EQT0337,869+337,869011,274,686+11,274,686
INVESCO EXCHANGE TRADED FD T059,903+59,90304,504,107+4,504,107
CAPITAL GROUP DIVIDEND GROWE0122,302+122,30204,390,628+4,390,628
CAPITAL GROUP GROWTH ETF081,059+81,05903,257,761+3,257,761
SCHWAB STRATEGIC TR0398,449+398,449012,224,418+12,224,418
FIRST TR EXCHANGE-TRADED FD079,350+79,35004,030,969+4,030,969
BONDBLOXX ETF TRUST0386,643+386,643019,459,758+19,459,758
LEGG MASON ETF INVT0132,854+132,85405,385,915+5,385,915
NORTHERN LTS FD TR IV066,190+66,19002,645,614+2,645,614
CATERPILLAR INC018,034+18,034012,776,262+12,776,262
STRATEGY SHS084,530+84,53002,217,002+2,217,002
HARBOR ETF TRUST071,364+71,36402,212,995+2,212,995
FIRST TR EXCHANGE-TRADED FD0106,302+106,30202,155,528+2,155,528
UNITED STS OIL FD LP016,115+16,11502,050,634+2,050,634
ISHARES TR094,130+94,13002,045,455+2,045,455
SPDR SERIES TRUST0124,432+124,432011,402,929+11,402,929
STATE STR SPDR S&P 500 ETF T018,930+18,930012,310,680+12,310,680
VANGUARD WORLD FD014,089+14,08902,042,201+2,042,201
J P MORGAN EXCHANGE TRADED F022,761+22,76101,545,929+1,545,929
INVESCO EXCHANGE TRADED FD T011,007+11,00701,444,660+1,444,660
ISHARES TR016,685+16,68501,593,084+1,593,084
INVESCO ACTVELY MNGD ETC FD0132,222+132,22202,290,078+2,290,078
CAPITAL GROUP CORE EQUITY ET0939,142+939,142036,081,826+36,081,826
ISHARES TR014,380+14,38001,313,901+1,313,901
EXXON MOBIL CORP031,307+31,30705,311,542+5,311,542
VANGUARD INDEX FDS05,515+5,51501,648,167+1,648,167
VICTORY PORTFOLIOS II0467,262+467,262033,376,097+33,376,097
NORDIC AMERICAN TANKERS LIMI0435,109+435,10902,549,741+2,549,741
INNOVATOR ETFS TRUST029,124+29,12401,056,619+1,056,619
SPDR INDEX SHS FDS026,496+26,49601,046,062+1,046,062
LOCKHEED MARTIN CORP03,343+3,34302,020,626+2,020,626
FIRST TR EXCHNG TRADED FD VI078,431+78,43102,648,615+2,648,615
TAIWAN SEMICONDUCTOR MANUFAC025,532+25,53208,628,622+8,628,622
J P MORGAN EXCHANGE TRADED F034,991+34,99101,647,389+1,647,389
FIRST TR EXCHANGE-TRADED FD0485,388+485,388012,401,669+12,401,669
FIDELITY MERRIMACK STR TR0404,100+404,100018,435,056+18,435,056
VANGUARD BD INDEX FDS014,179+14,1790975,232+975,232
NORTHERN LTS FD TR IV0153,823+153,82305,751,443+5,751,443
ISHARES TR018,542+18,54201,866,459+1,866,459
AIM ETF PRODUCTS TRUST037,563+37,5630919,373+919,373
RTX CORPORATION019,731+19,73103,806,168+3,806,168
JANUS DETROIT STR TR0333,274+333,274016,787,003+16,787,003
VANGUARD INDEX FDS05,963+5,96302,604,546+2,604,546
LAM RESEARCH CORP06,927+6,92701,480,082+1,480,082
CONOCOPHILLIPS08,248+8,24801,088,772+1,088,772
CAPITAL GROUP DIVIDEND VALUE0646,719+646,719027,511,420+27,511,420
NORTHERN LTS FD TR IV025,834+25,83401,560,115+1,560,115
ISHARES INC013,965+13,9650790,279+790,279
FIRST TR EXCHANGE TRADED FD026,650+26,65002,952,287+2,952,287
CHEVRON CORPORATION016,476+16,47603,408,945+3,408,945
FIRST TR EXCHANGE TRAD FD VI025,811+25,8110741,034+741,034
COMFORT SYS USA INC02,104+2,10402,900,752+2,900,752
PACER FDS TR054,408+54,40802,519,648+2,519,648
SELECT SECTOR SPDR TR088,420+88,42004,057,598+4,057,598
AMERICAN CENTY ETF TR0118,598+118,598013,101,508+13,101,508
INNOVATOR ETFS TRUST013,030+13,0300695,411+695,411
NORTHERN LTS FD TR IV062,611+62,611015,687,512+15,687,512
FIDELITY COVINGTON TRUST074,132+74,13204,095,058+4,095,058
ISHARES TR0101,859+101,85908,410,495+8,410,495
NEXTERA ENERGY INC028,173+28,17302,616,743+2,616,743
ISHARES SILVER TR050,561+50,56103,445,227+3,445,227
BLACKROCK ETF TRUST012,292+12,2920715,149+715,149
CHENIERE ENERGY INC02,235+2,2350634,062+634,062
NIKE INC017,310+17,3100914,297+914,297
CORNING INC06,760+6,7600919,146+919,146
FRONTLINE PLC042,710+42,71001,488,856+1,488,856
VANGUARD MALVERN FDS062,606+62,60604,857,531+4,857,531
NASDAQ INC06,402+6,4020543,466+543,466
COHERENT CORP02,214+2,2140527,397+527,397
TWO RDS SHARED TR090,710+90,7100845,000+845,000
PUTNAM ETF TRUST0404,335+404,335018,761,146+18,761,146
WALMART INC057,174+57,17407,105,570+7,105,570
GE VERNOVA INC01,591+1,59101,388,358+1,388,358
RED CAT HLDGS INC038,139+38,1390499,240+499,240
DEVON ENERGY CORP NEW028,619+28,61901,440,121+1,440,121
ISHARES TR011,390+11,3900481,908+481,908
MUELLER INDS INC04,209+4,2090466,357+466,357
KLA CORP01,944+1,94402,862,130+2,862,130
VANGUARD INTL EQUITY INDEX F03,184+3,1840440,411+440,411
NLIGHT INC07,424+7,4240423,316+423,316
SSGA ACTIVE ETF TR08,465+8,4650419,018+419,018
LUMENTUM HLDGS INC0581+5810408,304+408,304
VANECK ETF TRUST0108,212+108,21202,757,242+2,757,242
ADVANCED ENERGY INDS01,250+1,2500403,388+403,388
FORMFACTOR INC04,055+4,0550393,294+393,294
ASML HLDG NV0293+2930387,003+387,003
ANTERO MIDSTREAM CORP071,158+71,15801,622,393+1,622,393
FIRST TR EXCHANGE-TRADED FD083,166+83,16601,805,534+1,805,534
PIMCO ETF TR023,349+23,3490611,744+611,744
COSTCO WHOLESALE CORPORATION03,724+3,72403,710,880+3,710,880
SELECT SECTOR SPDR TR09,378+9,3780574,521+574,521
VANECK MERK GOLD ETF0323,003+323,003014,551,285+14,551,285
SEAGATE TECHNOLOGY HLDNGS PL02,346+2,3460919,079+919,079
INVESCO EXCHANGE TRADED FD T05,965+5,9650355,225+355,225
MICRON TECHNOLOGY INC06,201+6,20102,094,788+2,094,788
FIRST TR EXCH TRADED FD III099,426+99,42601,764,810+1,764,810
ALTRIA GROUP INC031,902+31,90202,105,216+2,105,216
SOLSTICE ADVANCED MATLS INC04,443+4,4430338,385+338,385
COCA COLA CONS INC09,059+9,05901,737,064+1,737,064
CAPITAL GROUP GLOBAL EQUITY011,041+11,0410336,751+336,751
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