StockDriftsStockDriftsTop 50 SilverOak Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.02% | 158.6K | $108.9M | +0.58%(+913) | $421.63(+68.64%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 10.91% | 1.05M | $84.7M | +3.57%(+36.22K) | $59.22(+40.20%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 10.45% | 682.0K | $81.1M | +6.98%(+44.52K) | $70.95(+73.04%) | 2026-06-30 | |
| IVW | ISHARES TR | 9.92% | 560.0K | $77.0M | -1.23%(-7.00K) | $71.94(+97.06%) | 2026-06-30 | |
| IJR | ISHARES TR | 7.96% | 416.8K | $61.8M | -0.50%(-2.11K) | $104.65(+42.14%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.7% | 621.7K | $44.3M | +8.22%(+47.24K) | $52.21(+39.79%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.37% | 430.5K | $26.2M | +3.25%(+13.56K) | $46.89(+35.19%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.88% | 375.2K | $22.4M | +4.20%(+15.12K) | $51.62(+17.01%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.84% | 97.1K | $22.0M | -2.86%(-2.85K) | $166.47(+42.20%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 2.21% | 296.9K | $17.1M | +17.97%(+45.24K) | $45.89(+26.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.83% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.70% |
SilverOak Wealth Management LLC reports $776.50M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.0%), VO (10.9%) and SPYG (10.4%). The top 20 holdings account for 84.17% of reported assets. Its disclosed equity book has returned +52.83% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SilverOak Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1764766). View SilverOak Wealth Management LLC’s 13F filings on SEC