13F Insight
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DOSSIER · 13F-HR · Q1 2026

SilverOak Wealth Management LLC

$632M in tracked AUM across 121 positions as of Q1 2026.

SW
CIK 0001764766 · last filed Mar 31, 2026
Total AUM
$632M
as of Q1 2026
Holdings
121
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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Filing history

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