SilverOak Wealth Management LLC - Portfolio Stock Holdings
SilverOak Wealth Management LLC disclosed 135 stock positions in a recent SEC 13F filing. $839,748,670 of stock holdings were filed, with the largest holdings including VOO, SPYG, and VO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,998,398,183 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
135Est. Stock Holding Value:
$839,748,670Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - SilverOak Wealth Management LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...