Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SilverOak Wealth Management LLC (CIK 1764766) reported $632.4M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($94.2M, 14.89%), VO ($72.9M, 11.52%), IVW ($64.1M, 10.14%), SPYG ($62.4M, 9.87%), IJR ($52.1M, 8.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $94.2M | 14.89% | 157,644 | Added |
| 2 | VO | VANGUARD INDEX FDS | $72.9M | 11.52% | 253,783 | Added |
| 3 | IVW | ISHARES TR | $64.1M | 10.14% | 566,951 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $62.4M | 9.87% | 637,452 | Added |
| 5 | IJR | ISHARES TR | $52.1M | 8.23% | 418,893 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $36.8M | 5.82% | 574,475 | Added |
| 7 | SPYV | SPDR SERIES TRUST | $23.6M | 3.73% | 416,949 | Added |
| 8 | IVE | ISHARES TR | $21.1M | 3.34% | 99,931 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $19.5M | 3.08% | 360,108 | Added |
| 10 | IWM | ISHARES TR | $12.9M | 2.03% | 51,851 | Added |
| 11 | SPSM | SPDR SERIES TRUST | $12.2M | 1.92% | 251,695 | Added |
| 12 | MMM | 3M CO | $11.1M | 1.75% | 76,387 | Trimmed |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $10.4M | 1.65% | 131,306 | Added |
| 14 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $9.4M | 1.49% | 297,548 | Added |
| 15 | FBND | FIDELITY MERRIMACK STR TR | $7.8M | 1.23% | 171,163 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $6.6M | 1.05% | 20,695 | Added |
| 17 | CMS | CMS ENERGY CORP | $5.3M | 0.84% | 68,825 | Hold |
| 18 | AAPL | APPLE INC | $5.1M | 0.80% | 19,928 | Trimmed |
| 19 | FUL | FULLER H B CO | $4.7M | 0.74% | 75,669 | Added |
| 20 | VOE | VANGUARD INDEX FDS | $4.6M | 0.73% | 25,127 | Trimmed |
| 21 | IWF | ISHARES TR | $4.4M | 0.70% | 10,390 | Hold |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $3.9M | 0.62% | 28,480 | Added |
| 23 | ECL | ECOLAB INC | $3.6M | 0.57% | 13,497 | Hold |
| 24 | META | META PLATFORMS INC | $3.5M | 0.56% | 6,152 | Trimmed |
| 25 | VBK | VANGUARD INDEX FDS | $3.1M | 0.49% | 10,286 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31