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CIK: 0001764766
Total reported value
$776.5M
$776.5M
98 檔
35.1%
During the Q1 2025 filing period, SilverOak Wealth Management LLC (CIK: 0001764766) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $776.5M across 98 reported positions.
During Q1 2025, SilverOak Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.46% | -0.87% | +1.73% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.67% | -0.22% | +0.61% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.50% | -0.61% | +1.52% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.97% | +0.58% | +5.96% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.35% | -0.27% | +5.75% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.26% | -0.12% | +20.60% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.09% | -0.36% | +6.13% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.03% | -0.50% | +3.18% | |
| 9 | MMM | 3m Co | Stock-Industrials | 2.70% | -0.19% | -1.90% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.21% | -0.04% | +0.35% | |
| 11 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.55% | +0.23% | +39.89% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.30% | +0.05% | +43.41% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | -0.04% | +8.56% | |
| 14 | CMS | Cms Energy CORP | Stock-Utilities | 1.12% | -0.16% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.02% | +32.50% | |
| 16 | FUL | H.b. Fuller Co. | Stock-Materials | 0.89% | -0.19% | +5.81% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.04% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.04% | — | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 0.74% | -0.07% | -0.37% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.67% | +0.29% | +8.18% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.04% | +10.93% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | -0.04% | -13.45% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.63% | -0.01% | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.60% | -0.01% | -1.10% | |
| 25 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.54% | -0.06% | -10.19% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.20% | +17.99% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.06% | -0.36% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | -0.03% | +1.63% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.42% | -0.09% | +0.24% | |
| 30 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.41% | -0.05% | — | |
| 31 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.40% | -0.02% | +0.58% | |
| 32 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.40% | -0.03% | +23.68% | |
| 33 | SOLV | Solventum CORP | Stock-Healthcare | 0.37% | — | +0.32% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | -0.04% | +4.20% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | -0.02% | +50.67% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.01% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.01% | +0.89% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | -0.01% | — | |
| 39 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.26% | +1.57% | +29.27% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.26% | +0.01% | -3.39% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | -0.02% | -0.46% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.01% | -5.59% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.22% | -0.13% | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.01% | -0.24% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.17% | -0.01% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.02% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | — | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.14% | -0.02% | -42.63% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, SilverOak Wealth Management LLC reported a total U.S. public equity portfolio value of $776.5M across 98 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVW, VO) accounted for 35.1% of total reported equity market value during Q1 2025.
During Q1 2025, SilverOak Wealth Management LLC's top holdings by market value included VOO (17.5%)、IVW (11.7%)、VO (11.5%). The largest single position, VOO, represented 17.5% of total portfolio value.
In Q1 2025, SilverOak Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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