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Portfolio (Quarterly) Guide ↗

SilverOak Wealth Management LLC

· CIK 0001764766
13F Portfolio $777M AUM 126 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 49 Added 20 Reduced 7 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMEE J P MORGAN EXCHANGE TRADED F 38,225.0 $3.0M 0.38% +8K +26.3% $78.03 -0.2%
22 NVDA NVIDIA CORPORATION Technology 12,012.0 $2.4M 0.31% +450.0 +3.9% $200.10 +7.3%
23 PTRB PGIM ETF TR 57,746.0 $2.4M 0.31% +6K +10.9% $41.46 -1.4%
24 DSCO DOUBLELINE ETF TRUST 91,324.0 $2.3M 0.29% +2K +2.2% $24.93 -0.6%
25 UNH UNITEDHEALTH GROUP INC Healthcare 4,881.0 $2.0M 0.26% +92.0 +1.9% $415.60 -6.1%
26 AMZN AMAZON COM INC Consumer Cyclical 8,196.0 $2.0M 0.25% +223.0 +2.8% $238.34 +8.5%
27 IJH ISHARES TR 24,469.0 $1.9M 0.24% +195.0 +0.8% $77.11 -0.4%
28 MSFT MICROSOFT CORP Technology 4,788.0 $1.8M 0.23% +735.0 +18.1% $373.05 +29.5%
29 IWO ISHARES TR 4,308.0 $1.7M 0.22% +48.0 +1.1% $393.94 -1.7%
30 BND VANGUARD BD INDEX FDS 18,355.0 $1.3M 0.17% +3K +17.7% $73.41 -1.6%
31 VSS VANGUARD INTL EQUITY INDEX F 7,707.0 $1.2M 0.15% +367.0 +5.0% $154.30 +3.7%
32 CGXU CAPITAL GROUP INTL FOCUS EQT 29,129.0 $1.0M 0.13% +10K +54.0% $34.62 +1.5%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 858.0 $803K 0.10% +95.0 +12.4% $935.47 +1.3%
34 WFC WELLS FARGO & CO Financial Services 8,142.0 $673K 0.09% +563.0 +7.4% $82.64 +1.5%
35 VUG VANGUARD INDEX FDS 7,338.0 $632K 0.08% +6K +516.1% $86.14 +1.6%
36 ALGN ALIGN TECHNOLOGY INC Healthcare 3,553.0 $599K 0.08% +2K +96.5% $168.66 -3.6%
37 VGT VANGUARD WORLD FD 4,952.0 $592K 0.08% +4K +649.2% $119.52 -0.9%
38 MINT PIMCO ETF TR 5,194.0 $524K 0.07% +745.0 +16.8% $100.81 -0.1%
39 TT TRANE TECHNOLOGIES PLC Industrials 1,040.0 $511K 0.07% +156.0 +17.6% $491.16 -7.7%
40 SGOV ISHARES TR 4,721.0 $475K 0.06% +2K +80.7% $100.67 -0.0%
Page 2 of 3  ·  49 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
Technology 30.0%
Industrials 20.9%
Basic Materials 10.2%
Healthcare 7.7%
Financial Services 7.2%
Communication Services 6.9%
Utilities 6.9%
Consumer Defensive 5.4%
Consumer Cyclical 4.2%
Energy 0.7%