§ 13F · FUND PROFILE
SilverOak Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $532.9T (13F)Positions · 118Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 156K | $98.0T | 15.4% | −1% |
| 2 | VO | VANGUARD INDEX FDS | 245K | $71.0T | 11.1% | +6% |
| 3 | IVW | ISHARES TR | 570K | $70.3T | 11.0% | −2% |
| 4 | SPYG | SPDR SERIES TRUST | 620K | $66.1T | 10.4% | ±0% |
| 5 | IJR | ISHARES TR | 411K | $49.3T | 7.7% | +4% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 515K | $32.2T | 5.0% | +4% |
| 7 | SPYV | SPDR SERIES TRUST | 408K | $23.2T | 3.6% | +2% |
| 8 | IVE | ISHARES TR | 100K | $21.1T | 3.3% | +3% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 346K | $18.6T | 2.9% | +86% |
| 10 | MMM | 3M CO | 80K | $12.8T | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVEROAK SIGNAL
AC read
SilverOak Wealth Management LLC is a Other fund managing $532868.4 trillion in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed