SilverOak Wealth Management LLC
SilverOak Wealth Management LLC reported 126 positions worth $776.5M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VOO (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $108.9M | 14.02% | 158,557 | — | — | |
| ▸ 2 | VO | SH | $84.7M | 10.91% | 1,051,352 | — | — | |
| ▸ 3 | SPYG | SH | $81.1M | 10.45% | 681,977 | — | — | |
| ▸ 4 | IVW | SH | $77.0M | 9.92% | 559,953 | — | — | |
| ▸ 5 | IJR | SH | $61.8M | 7.96% | 416,780 | — | — | |
| ▸ 6 | VEA | SH | $44.3M | 5.70% | 621,712 | — | — | |
| ▸ 7 | SPYV | SH | $26.2M | 3.37% | 430,513 | — | — | |
| ▸ 8 | VWO | SH | $22.4M | 2.88% | 375,224 | — | — | |
| ▸ 9 | IVE | SH | $22.0M | 2.84% | 97,076 | — | — | |
| ▸ 10 | SPSM | SH | $17.1M | 2.21% | 296,937 | — | — |
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Frequently Asked Questions
What stocks does SilverOak Wealth Management LLC hold as of Q2 2026?
SilverOak Wealth Management LLC reported 126 positions worth $776.5M in its Q2 2026 13F filing. Largest positions: VOO (14.0%), VO (10.9%), SPYG (10.5%), IVW (9.9%) and IJR (8.0%).
What did SilverOak Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SilverOak Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.