SilverOak Wealth Management LLC — 13F holdings

SilverOak Wealth Management LLC reported 126 holdings worth $777M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $109M (14.0%)
  2. VO VANGUARD INDEX FDS — $84.7M (10.9%)
  3. SPYG SPDR SERIES TRUST — $81.1M (10.5%)
  4. IVW ISHARES TR — $77.0M (9.9%)
  5. IJR ISHARES TR — $61.8M (8.0%)
  6. VEA VANGUARD TAX-MANAGED FDS — $44.3M (5.7%)
  7. SPYV SPDR SERIES TRUST — $26.2M (3.4%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $22.4M (2.9%)
  9. IVE ISHARES TR — $22.0M (2.8%)
  10. SPSM SPDR SERIES TRUST — $17.1M (2.2%)