What does SilverOak Wealth Management LLC hold?

SilverOak Wealth Management LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1764766.

What is SilverOak Wealth Management LLC's AUM?

SilverOak Wealth Management LLC reported approximately $776.5M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $2.0B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source SilverOak Wealth Management LLC's holdings?

All SilverOak Wealth Management LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1764766. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is SilverOak Wealth Management LLC's 13F data updated on 13F Pro?

SilverOak Wealth Management LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

SilverOak Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1764766

Institutional-grade research for retail investors

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.

$Conviction hold14.0% weight · held 10 quarters

$Conviction hold10.9% weight · held 10 quarters

$Conviction hold10.4% weight · held 10 quarters

$Conviction hold9.9% weight · held 10 quarters

$Conviction hold8.0% weight · held 10 quarters

$Accumulating+453% shares · 9 quarters running

$Accumulating+38% shares · 9 quarters running

$Accumulating+119% shares · 9 quarters running

$Accumulating+49% shares · 9 quarters running

$Accumulating+288% shares · 9 quarters running

$SOLVTrimming-31% shares · 5 quarters running

$GISTrimming-21% shares · 5 quarters running

$INTCTrimming-39% shares · 4 quarters running

$HRLTrimming-24% shares · 4 quarters running

$Trimming-4% shares · 3 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
$6.5M
CMS
$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 Q-end—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MID CAP ETF
$84.7M
10.9% of stocks
+314%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
SPDR SERIES TRUST - ST STR P500GRW
$81.1M
10.4% of stocks
+7%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
ISHARES TR - S&P 500 GRWT ETF
$77.0M
9.9% of stocks
-1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE S&P SCP ETF
$61.8M
8.0% of stocks
-0.5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$44.3M
5.7% of stocks
+8%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
SPDR SERIES TRUST - ST STR P500VAL
$26.2M
3.4% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$22.4M
2.9% of stocks
+4%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
ISHARES TR - S&P 500 VAL ETF
$22.0M
2.8% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
SPDR SERIES TRUST - ST STR SP600 SML
$17.1M
2.2% of stocks
+18%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	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)

Sort

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	$MMM	3M CO	Healthcare	$12.1M	1.6%	75K	-2%	—	AI quality score is Pro: unlock with a free trial	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	$AAPL	Apple Inc.	Technology	$6.5M	0.8%	22K	+13%	—	AI quality score is Pro: unlock with a free trial	13F
20	$CMS	CMS ENERGY CORP	Utilities	$5.3M	0.7%	69K	—	—	AI quality score is Pro: unlock with a free trial	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	$DOV	DOVER Corpetf/fund	Industrials	$4.5M	0.6%	29K	+0.5%	—	AI quality score is Pro: unlock with a free trial	13F
24	$FUL	FULLER H B CO	Materials	$4.3M	0.6%	73K	-3%	—	AI quality score is Pro: unlock with a free trial	13F
25	$META	Meta Platforms, Inc.	Technology	$4.0M	0.5%	7,101	+15%	—	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
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
$INTCINTEL CORP-12%
now $2.0M

+19 more in the Excel export

Sold out (7)

$TRITHOMSON REUTERS CORP /CAN/was $313K
held 9+ qtrs
$HONHONEYWELL INTERNATIONAL INCwas $296K
held 9+ qtrs
$IVZInvesco Ltd.was $225K
held 2 qtrs
$MDTMedtronic plcwas $214K
held 2 qtrs
$RIGTransocean Ltd.was $204K
held 2 qtrs
$BPRNPrinceton Bancorp, Inc.was $203K

+1 more in the Excel export

Firm AUM (Form ADV): $2.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

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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.

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