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CIK: 0001764766
Total reported value
$776.5M
$776.5M
120 檔
45.7%
As reported in its official Q4 2025 Form 13F filing, SilverOak Wealth Management LLC's tracked investment portfolio stood at $776.5M with 120 total positions.
In Q4 2025, SilverOak Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.36% | -0.87% | -0.83% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.13% | -0.61% | +6.24% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.02% | -0.22% | -1.89% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.37% | +0.58% | +0.13% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.73% | -0.27% | +3.71% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.04% | -0.12% | +4.38% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.64% | -0.36% | +2.17% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.31% | -0.50% | +2.72% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.92% | -0.20% | +86.32% | |
| 10 | MMM | 3m Co | Stock-Industrials | 2.01% | -0.19% | +0.26% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.98% | -0.04% | -2.01% | |
| 12 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.81% | +0.23% | +2.67% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.67% | +0.29% | +214.20% | |
| 14 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.41% | -0.04% | +165.16% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.13% | +0.05% | +4.45% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.04% | -0.14% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.04% | -2.15% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.02% | +0.36% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | -0.04% | — | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.09% | +131.47% | |
| 21 | CMS | Cms Energy CORP | Stock-Utilities | 0.75% | -0.16% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.04% | +11.80% | |
| 23 | FUL | H.b. Fuller Co. | Stock-Materials | 0.67% | -0.19% | -0.79% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | -0.04% | +7.76% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.56% | -0.01% | — | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 0.56% | -0.07% | -0.68% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.53% | -0.01% | +4.95% | |
| 28 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.45% | -0.06% | +4.17% | |
| 29 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.43% | -0.02% | +10.77% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.37% | -0.03% | +0.54% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | -0.04% | +5.98% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.01% | +0.82% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.01% | — | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.33% | -0.13% | — | |
| 35 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.33% | -0.03% | +4.89% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.01% | -19.59% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | — | -14.65% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | +0.06% | +3.84% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.26% | -0.02% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.02% | +0.88% | |
| 41 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.25% | +1.57% | +13.18% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.22% | -0.01% | -5.00% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.22% | +0.01% | +0.53% | |
| 44 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.22% | -0.05% | -1.76% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | — | — | |
| 46 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.20% | +0.06% | — | |
| 47 | SOLV | Solventum CORP | Stock-Healthcare | 0.20% | — | -1.34% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.17% | -0.07% | +0.55% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.01% | +6.93% | |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.17% | -0.02% | +40.08% |
According to official SEC Form 13F filings, SilverOak Wealth Management LLC reported a total U.S. public equity portfolio value of $776.5M across 120 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, IVW) accounted for 45.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
JMEE
市值: $1.3M
Top Position Liquidated / Trimmed
SBUX
前期市值: $342.7K
During Q4 2025, SilverOak Wealth Management LLC's top holdings by market value included VOO (15.4%)、VO (11.1%)、IVW (11.0%). The largest single position, VOO, represented 15.4% of total portfolio value.
In Q4 2025, SilverOak Wealth Management LLC made 82 total portfolio adjustments, initiating 10 new buys, adding to 45 positions, trimming 23 holdings, and fully liquidating 4 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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