SilverOak Wealth Management LLC: 13F holdings
CIK 17647662026Q2
| Positions | 126 |
|---|
| Reported value | $776.5m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 126 (+5 vs prior quarter) |
|---|
| Reported value | $776.5m (+22.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 158,557 | $108.9m | 14.0% |
| VO VANGUARD INDEX FDS | 1,051,352 | $84.7m | 10.9% |
| SPYG SPDR SERIES TRUST | 681,977 | $81.1m | 10.5% |
| IWF ISHARES TR | 559,953 | $77.0m | 9.9% |
| IJR ISHARES TR | 416,780 | $61.8m | 8.0% |
| VEA VANGUARD TAX-MANAGED FDS | 621,712 | $44.3m | 5.7% |
| SPYV SPDR SERIES TRUST | 430,513 | $26.2m | 3.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 375,224 | $22.4m | 2.9% |
| IVE ISHARES TR | 97,076 | $22.0m | 2.8% |
| SPSM SPDR SERIES TRUST | 296,937 | $17.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764766")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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