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Bill Reuther

Silver Oak Securities, Incorporated

Assets Managed
$1.368B
Holdings
781
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-7.58%(2Q avg: 1.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Silver Oak Securities, Incorporated's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 781 positions.

Assets under management

The assets under management (AUM) of Silver Oak Securities, Incorporated over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.368B in assets, with a quarterly growth rate of -7.58% and a 2-quarter average growth rate of 1.62%. The portfolio is managed by Bill Reuther, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FTCS
First Trust Capital Strength
Recent Activity
Decreased -3.75%
2.8%
$38.285M
412,728 shares@ $92.76 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 9.45%
2.64%
$36.082M
939,142 shares@ $38.42 avg price
CDC
Victoryshares Us Eq Income E
Recent Activity
Decreased -3.61%
2.45%
$33.376M
467,262 shares@ $71.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -8.54%
2.09%
$28.54M
112,457 shares@ $253.79 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 6.38%
2.02%
$27.511M
646,719 shares@ $42.54 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.4%
1.62%
$22.079M
126,600 shares@ $174.4 avg price
XHLF
Bondbloxx Bbg 6 Mth Us Treas
Recent Activity
Increased 13.04%
1.43%
$19.46M
386,643 shares@ $50.34 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 1.69%
1.38%
$18.761M
404,335 shares@ $46.41 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -18.32%
1.35%
$18.442M
270,094 shares@ $68.28 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 6.89%
1.35%
$18.435M
404,100 shares@ $45.63 avg price

1-10 of 781