SilverOak Wealth Management LLC - Portfolio overview

SilverOak Wealth Management LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 14.87%
2. VO - VANGUARD INDEX FDS, 11.51%
3. IVW - ISHARES TR, 10.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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