SilverOak Wealth Management LLC
Sector Allocation
- Other88.5%$687.5M
- Technology4.2%$32.3M
- Healthcare2.4%$18.3M
- Industrials1.1%$8.7M
- Financials1.1%$8.3M
- Materials1.1%$8.1M
- Utilities0.7%$5.5M
- Consumer Staples0.6%$4.3M
- Consumer Discretionary0.4%$2.9M
- Energy0.1%$591,947
AUM History
13fpro.ai/research/fund/silveroak-wealth-management-llc-1764766
Conviction and streaks
Diversifying · top 10 = 70.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$108.9M
- VANGUARD$84.7M
- SPDR$81.1M
- ISHARES$77.0M
- ISHARES$61.8M
- VANGUARD$44.3M
- SPDR$26.2M
- VANGUARD$22.4M
- ISHARES$22.0M
- SPDR$17.1M
- ISHARES$15.4M
- DOUBLELINE$15.0M
- J$14.6M
MMM
$12.1M- CAPITAL$11.2M
- TCW$10.0M
- FIDELITY$9.9M
- VANGUARD$7.8M
AAPL
$6.5MCMS
$5.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/silveroak-wealth-management-llc-1764766
SilverOak Wealth Management LLC 13F holdings — Q2 2026
$776.5M portfolio (+22.8% QoQ) · 126 holdings · Q2 2026 13F · top 10 are 70% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$108.9M
14.0% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MID CAP ETF
$84.7M
10.9% of stocks
+314%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR P500GRW
$81.1M
10.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - S&P 500 GRWT ETF
$77.0M
9.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P SCP ETF
$61.8M
8.0% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$44.3M
5.7% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR P500VAL
$26.2M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$22.4M
2.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - S&P 500 VAL ETF
$22.0M
2.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR SP600 SML
$17.1M
2.2% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $108.9M | 14.0% | +0.6% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MID CAP ETF | $84.7M | 10.9% | +314% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR P500GRW | $81.1M | 10.4% | +7% | — | — | — | — | |
| 4 | ISHARES TR - S&P 500 GRWT ETF | $77.0M | 9.9% | -1% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P SCP ETF | $61.8M | 8.0% | -0.5% | — | — | — | — | |
| 6 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $44.3M | 5.7% | +8% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR P500VAL | $26.2M | 3.4% | +3% | — | — | — | — | |
| 8 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $22.4M | 2.9% | +4% | — | — | — | — | |
| 9 | ISHARES TR - S&P 500 VAL ETF | $22.0M | 2.8% | -3% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR SP600 SML | $17.1M | 2.2% | +18% | — | — | — | — |
All holdings — SilverOak Wealth Management LLC (Q2 2026)
126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $15.4M | 2.0% | 51K | -1% | — | — | 13F |
| 12 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETFetf/fund | — | $15.0M | 1.9% | 328K | +563% | — | — | 13F |
| 13 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETFetf/fund | — | $14.6M | 1.9% | 131K | -0.4% | — | — | 13F |
| 14 | 3M CO | Healthcare | $12.1M | 1.6% | 75K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | 61.0 | 13F | |
| 15 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $11.2M | 1.4% | 300K | +0.9% | — | — | 13F |
| 16 | — | TCW ETF TRUST - CORE PLUS BONDnote | — | $10.0M | 1.3% | 265K | New | — | — | 13F |
| 17 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $9.9M | 1.3% | 218K | +27% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $7.8M | 1.0% | 21K | +2% | — | — | 13F |
| 19 | Apple Inc. | Technology | $6.5M | 0.8% | 22K | +13% | 10+ qtrs | 75.7 | 13F | |
| 20 | CMS ENERGY CORP | Utilities | $5.3M | 0.7% | 69K | — | 10+ qtrs | 55.0 | 13F | |
| 21 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $5.2M | 0.7% | 42K | +300% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - MCAP VL IDXVIPetf/fund | — | $5.0M | 0.6% | 25K | +0.8% | — | — | 13F |
| 23 | DOVER Corpetf/fund | Industrials | $4.5M | 0.6% | 29K | +0.5% | 10+ qtrs | 59.5 | 13F | |
| 24 | FULLER H B CO | Materials | $4.3M | 0.6% | 73K | -3% | 10+ qtrs | 49.3 | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $4.0M | 0.5% | 7,101 | +15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ECL | ECOLAB INC. | Materials | $3.9M | 0.5% | 14K | +3% | |||
| 27 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $3.8M | 0.5% | 10K | — | |||
| 28 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $3.7M | 0.5% | 12K | +0.6% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $3.4M | 0.4% | 4,510 | +0.8% | |||
| 30 | $NU | Nu Holdings Ltd. | Financials | $3.2M | 0.4% | 62K | +0.8% | |||
| 31 | $MU | MICRON TECHNOLOGY INC | Technology | $3.2M | 0.4% | 2,798 | -2% | |||
| 32 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $3.0M | 0.4% | 38K | +26% | |||
| 33 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.7M | 0.3% | 11K | — | |||
| 34 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.6M | 0.3% | 30K | -0.4% | |||
| 35 | $NVDA | NVIDIA CORP | Technology | $2.4M | 0.3% | 12K | +4% | |||
| 36 | — | PGIM ETF TR - TOTA RETU BD ETF | — | $2.4M | 0.3% | 58K | +11% | |||
| 37 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $2.3M | 0.3% | 4,640 | -27% | |||
| 38 | — | DOUBLELINE ETF TRUST - SECUR CR ETF | — | $2.3M | 0.3% | 91K | +2% | |||
| 39 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.0M | 0.3% | 4,881 | +2% | |||
| 40 | $INTC | INTEL CORP | Technology | $2.0M | 0.3% | 15K | -12% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.0M | 0.3% | 3,465 | -7% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $2.0M | 0.3% | 5,588 | — | |||
| 43 | — | ISHARES TR - RUS 2000 VAL ETF | — | $2.0M | 0.3% | 8,859 | -0.5% | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.3% | 8,196 | +3% | |||
| 45 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.9M | 0.2% | 24K | +0.8% | |||
| 46 | $MSFT | MICROSOFT CORP | Technology | $1.8M | 0.2% | 4,788 | +18% | |||
| 47 | $SLV | iShares Silver Trust | Financials | $1.7M | 0.2% | 33K | — | |||
| 48 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.7M | 0.2% | 4,308 | +1% | |||
| 49 | $MRVL | Marvell Technology, Inc. | Technology | $1.7M | 0.2% | 5,666 | -11% | |||
| 50 | — | ISHARES TR - RUSSELL 3000 ETF | — | $1.6M | 0.2% | 3,666 | — | |||
| 51 | $GOOGL | Alphabet Inc. | Technology | $1.5M | 0.2% | 4,223 | +0.1% | |||
| 52 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.3M | 0.2% | 18K | +18% | |||
| 53 | $SOLV | Solventum Corp | Healthcare | $1.2M | 0.2% | 16K | -0.3% | |||
| 54 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $1.2M | 0.1% | 7,707 | +5% | |||
| 55 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $1.2M | 0.1% | 47K | -15% | |||
| 56 | $TGT | TARGET CORP | Consumer Staples | $1.1M | 0.1% | 8,378 | -22% | |||
| 57 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.1% | 2,867 | -3% | |||
| 58 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.1% | 3,150 | +0.5% | |||
| 59 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $1.0M | 0.1% | 29K | +54% | |||
| 60 | — | ISHARES TR - CORE MSCI TOTAL | — | $967K | 0.1% | 10K | +0.3% | |||
| 61 | $LLY | ELI LILLY & Co | Healthcare | $956K | 0.1% | 797 | +0.3% | |||
| 62 | — | ISHARES TR - EAFE GRWTH ETF | — | $847K | 0.1% | 6,805 | -3% | |||
| 63 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $803K | 0.1% | 858 | +12% | |||
| 64 | $SPY | SPDR S&P 500 ETF TRUST | — | $774K | 0.1% | 1,037 | +0.2% | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $750K | 0.1% | 704 | — | |||
| 66 | — | ISHARES TR - RUS MID CAP ETF | — | $729K | 0.1% | 6,610 | — | |||
| 67 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $673K | 0.1% | 8,142 | +7% | |||
| 68 | — | VANGUARD INDEX FDS - VALUE ETF | — | $652K | 0.1% | 2,994 | — | |||
| 69 | $LRCX | LAM RESEARCH CORP | Technology | $638K | 0.1% | 1,472 | -13% | |||
| 70 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $632K | 0.1% | 7,338 | +516% | |||
| 71 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $599K | 0.1% | 3,553 | +97% | |||
| 72 | — | VANGUARD WORLD FD - INF TECH ETF | — | $592K | 0.1% | 4,952 | +649% | |||
| 73 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $576K | 0.1% | 1,206 | — | |||
| 74 | $TSLA | Tesla, Inc. | Consumer Discretionary | $565K | 0.1% | 1,342 | -0.6% | |||
| 75 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $527K | 0.1% | 4,829 | — | |||
| 76 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $524K | 0.1% | 5,194 | +17% | |||
| 77 | $TT | Trane Technologies plc | Technology | $511K | 0.1% | 1,040 | +18% | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $499K | 0.1% | 4,402 | +0.2% | |||
| 79 | $DAL | DELTA AIR LINES, INC. | Industrials | $475K | 0.1% | 5,076 | — | |||
| 80 | — | ISHARES TR - 0-3 MTH TREASURY | — | $475K | 0.1% | 4,721 | +81% | |||
| 81 | $ORCL | ORACLE CORP | Technology | $470K | 0.1% | 3,209 | +48% | |||
| 82 | — | ISHARES INC - CORE MSCI EMKT | — | $463K | 0.1% | 5,588 | -0.2% | |||
| 83 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | — | $461K | 0.1% | 11K | +2% | |||
| 84 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $458K | 0.1% | 9,450 | +6% | |||
| 85 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $447K | 0.1% | 1,407 | -4% | |||
| 86 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $441K | 0.1% | 881 | — | |||
| 87 | $JNJ | JOHNSON & JOHNSON | Healthcare | $421K | 0.1% | 1,656 | — | |||
| 88 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $417K | 0.1% | 1,156 | — | |||
| 89 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $401K | 0.1% | 1,323 | — | |||
| 90 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $395K | 0.1% | 1,119 | +37% | |||
| 91 | $GLD | SPDR GOLD TRUST | Financials | $395K | 0.1% | 1,071 | — | |||
| 92 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $386K | 0.1% | 5,038 | +9% | |||
| 93 | $PM | Philip Morris International Inc. | Consumer Staples | $383K | 0.1% | 2,118 | — | |||
| 94 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $379K | 0.1% | 514 | +0.4% | |||
| 95 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $374K | 0.1% | 2,734 | — | |||
| 96 | $GIS | GENERAL MILLS INC | Consumer Staples | $359K | 0.1% | 10K | -4% | |||
| 97 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | — | $338K | 0.0% | 10K | New | |||
| 98 | $AMGN | AMGEN INC | Healthcare | $327K | 0.0% | 903 | — | |||
| 99 | — | ISHARES TR - TIPS BD ETF | — | $324K | 0.0% | 2,963 | — | |||
| 100 | $CSCO | CISCO SYSTEMS, INC. | Technology | $323K | 0.0% | 2,747 | +0.5% | |||
| 101 | $ABBV | AbbVie Inc. | Healthcare | $321K | 0.0% | 1,274 | — | |||
| 102 | $KLAC | KLA CORP | Technology | $317K | 0.0% | 1,050 | New | |||
| 103 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $313K | 0.0% | 1,974 | — | |||
| 104 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $312K | 0.0% | 1,318 | — | |||
| 105 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $309K | 0.0% | 5,766 | +0.7% | |||
| 106 | $BE | Bloom Energy Corp | Technology | $300K | 0.0% | 990 | New | |||
| 107 | $PANW | Palo Alto Networks Inc | Technology | $294K | 0.0% | 861 | New | |||
| 108 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $290K | 0.0% | 842 | — | |||
| 109 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $287K | 0.0% | 1,181 | — | |||
| 110 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $286K | 0.0% | 4,094 | — | |||
| 111 | $V | VISA INC. | Financials | $275K | 0.0% | 801 | — | |||
| 112 | $ZTS | Zoetis Inc. | Healthcare | $269K | 0.0% | 3,750 | — | |||
| 113 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $257K | 0.0% | 3,073 | — | |||
| 114 | $MA | Mastercard Inc | Financials | $257K | 0.0% | 500 | -2% | |||
| 115 | $GE | GENERAL ELECTRIC CO | Industrials | $247K | 0.0% | 660 | New | |||
| 116 | — | ISHARES TR - CORE US AGGBD ET | — | $237K | 0.0% | 2,390 | — | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $235K | 0.0% | 4,428 | +7% | |||
| 118 | $TXN | TEXAS INSTRUMENTS INC | Technology | $227K | 0.0% | 762 | New | |||
| 119 | $C | CITIGROUP INC | Financials | $223K | 0.0% | 1,596 | New | |||
| 120 | $XEL | XCEL ENERGY INC | Utilities | $218K | 0.0% | 2,721 | — | |||
| 121 | $CVX | CHEVRON CORP | Energy | $218K | 0.0% | 1,316 | +0.9% | |||
| 122 | $UBER | Uber Technologies, Inc | Technology | $210K | 0.0% | 2,908 | New | |||
| 123 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $208K | 0.0% | 1,774 | New | |||
| 124 | — | ISHARES TR - ISHARES SEMICDTR | — | $204K | 0.0% | 318 | New | |||
| 125 | $ADI | ANALOG DEVICES INC | Technology | $200K | 0.0% | 504 | New | |||
| 126 | $CNDT | CONDUENT Inc | Industrials | $19K | 0.0% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 56 added to, 25 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- TCW ETF TRUST - CORE PLUS BOND$10.0M
first bought this quarter
- CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF$338K
first bought this quarter
$KLACKLA CORP$317K
first bought this quarter
$BEBloom Energy Corp$300K
first bought this quarter
$PANWPalo Alto Networks Inc$294K
first bought this quarter
$GEGENERAL ELECTRIC CO$247K
first bought this quarter
+6 more in the Excel export
Added to (56)
- VANGUARD INDEX FDS - MID CAP ETF+314%
now $84.7M
- DOUBLELINE ETF TRUST - OPPO CORE BD ETF+563%
now $15.0M
- SPDR SERIES TRUST - ST STR P500GRW+7%
now $81.1M
- ISHARES TR - RUS 1000 GRW ETF+300%
now $5.2M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+8%
now $44.3M
- SPDR SERIES TRUST - ST STR SP600 SML+18%
now $17.1M
+50 more in the Excel export
Trimmed (25)
- ISHARES TR - S&P 500 GRWT ETF-1%
now $77.0M
$ROKROCKWELL AUTOMATION, INC-27%
now $2.3M · held 10+ qtrs, 2 trims in a row
- ISHARES TR - S&P 500 VAL ETF-3%
now $22.0M
- ISHARES TR - CORE S&P SCP ETF-0.5%
now $61.8M
$TGTTARGET CORP-22%
now $1.1M · held 10+ qtrs, 2 trims in a row
$INTCINTEL CORP-12%
now $2.0M · held 10+ qtrs, 4 trims in a row
+19 more in the Excel export
Holdings by quarter
Every 13F SilverOak Wealth Management LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow SilverOak Wealth Management?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SilverOak Wealth Management's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SilverOak Wealth Management LLC disclosed 126 positions worth $776.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 7 and a full exit from $TRI. The portfolio is most concentrated in Other (88.5% of disclosed assets). All figures are sourced directly from SilverOak Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1764766.
Funds like this
managers whose biggest positions overlap SilverOak Wealth Management'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: SilverOak Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SilverOak Wealth Management LLC (SEC CIK: 1764766), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SilverOak Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.