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Portfolio (Quarterly) Guide ↗

SilverOak Wealth Management LLC

· CIK 0001764766
13F Portfolio $632M AUM 121 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 36 Added 30 Reduced 3 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMEE J P MORGAN EXCHANGE TRADED F 30,260.0 $2.0M 0.32% +10K +51.8% $66.77 +14.4%
22 AMZN AMAZON COM INC Consumer Cyclical 7,973.0 $1.7M 0.26% +103.0 +1.3% $208.27 +17.3%
23 BND VANGUARD BD INDEX FDS 15,595.0 $1.1M 0.18% +1K +7.7% $73.64 -0.4%
24 AVGO BROADCOM INC Technology 2,951.0 $913K 0.14% +45.0 +1.6% $309.51 +32.9%
25 IXUS ISHARES TR 10,095.0 $875K 0.14% +887.0 +9.6% $86.64 +11.9%
26 EFG ISHARES TR 7,006.0 $780K 0.12% +928.0 +15.3% $111.37 +12.3%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 763.0 $760K 0.12% +4.0 +0.5% $996.43 -4.5%
28 LLY ELI LILLY & CO Healthcare 795.0 $731K 0.12% +40.0 +5.3% $919.77 +19.4%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,035.0 $673K 0.11% +13.0 +1.3% $650.34 +14.8%
30 CGXU CAPITAL GROUP INTL FOCUS EQT 18,921.0 $558K 0.09% +9K +94.9% $29.49 +22.4%
31 TSLA TESLA INC Consumer Cyclical 1,350.0 $502K 0.08% +233.0 +20.9% $371.80 +7.7%
32 VGT VANGUARD WORLD FD 661.0 $461K 0.07% +8.0 +1.2% $697.72 -82.8%
33 JNJ JOHNSON & JOHNSON Healthcare 1,656.0 $405K 0.06% +461.0 +38.6% $244.44 -6.6%
34 TT TRANE TECHNOLOGIES PLC Industrials 884.0 $368K 0.06% +50.0 +6.0% $416.74 +16.0%
35 AGG ISHARES TR 2,390.0 $237K 0.04% +153.0 +6.8% $99.26 -0.4%
36 RSP INVESCO EXCHANGE TRADED FD T 1,174.0 $225K 0.04% +98.0 +9.1% $191.92 +9.4%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 21.8%
Technology 20.4%
Basic Materials 12.1%
Communication Services 9.3%
Financial Services 8.3%
Utilities 8.1%
Healthcare 7.4%
Consumer Defensive 6.8%
Consumer Cyclical 4.2%
Energy 1.7%