What does SilverOak Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SilverOak Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$94M158K14.9%

VANGUARD INDEX FDS

$73M254K11.5%

ISHARES TR

$64M567K10.1%

SPDR SERIES TRUST

$62M637K9.9%

ISHARES TR

$52M419K8.2%

VANGUARD TAX-MANAGED FDS

$37M574K5.8%

SPDR SERIES TRUST

$24M417K3.7%

ISHARES TR

$21M100K3.3%

VANGUARD INTL EQUITY INDEX F

$19M360K3.1%

ISHARES TR

$13M52K2.0%

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