TraderTrends

Manager Profile

SilverOak Wealth Management LLC

Diversified · Financial Services 32%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Edina, MN

Portfolio Value

$776.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD INDEX FDS

Latest disclosed holding

Top 4

922908363 922908629 78464A409 464287309 464287804

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
31.9%
Technology
24.5%
Healthcare
15.9%
Consumer Defensive
11.3%
Industrials
6.7%
Energy
3%
Basic Materials
2.7%
Consumer Cyclical
1.7%
Communication Services
1.2%
Utilities
0.7%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD INDEX FDS

Shares: 158.6K

108.9M

Position Value
2
VANGUARD INDEX FDS

Shares: 1.1M

84.7M

Position Value
3
SPDR SERIES TRUST

Shares: 682K

81.1M

Position Value
4
ISHARES TR

Shares: 560K

77M

Position Value
5
ISHARES TR

Shares: 416.8K

61.8M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID