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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 559,953.0 $77.0M 9.92% -7K -1.2% $137.53 +1.3%
2 IJR ISHARES TR 416,780.0 $61.8M 7.96% -2K -0.5% $148.31 -0.3%
3 IVE ISHARES TR 97,076.0 $22.0M 2.84% -3K -2.9% $227.06 +5.0%
4 IWM ISHARES TR 51,307.0 $15.4M 1.99% -544.0 -1.1% $300.45 +0.4%
5 MMM 3M CO Industrials 74,987.0 $12.1M 1.56% -1K -1.8% $161.91 +11.5%
6 FUL FULLER H B CO Basic Materials 73,350.0 $4.3M 0.55% -2K -3.1% $58.29 +4.4%
7 MU MICRON TECHNOLOGY INC Technology 2,798.0 $3.2M 0.42% -57.0 -2.0% $1154.29 -18.8%
8 ROK ROCKWELL AUTOMATION INC Industrials 4,640.0 $2.3M 0.30% -2K -27.4% $495.08 -12.5%
9 INTC INTEL CORP Technology 14,502.0 $2.0M 0.26% -2K -11.6% $139.63 -33.5%
10 AMD ADVANCED MICRO DEVICES INC Technology 3,465.0 $2.0M 0.26% -249.0 -6.7% $580.91 -19.7%
11 MRVL MARVELL TECHNOLOGY INC Technology 5,666.0 $1.7M 0.22% -686.0 -10.8% $297.89 -20.3%
12 HRL HORMEL FOODS CORP Consumer Defensive 46,887.0 $1.2M 0.15% -8K -15.2% $24.82 -1.6%
13 TGT TARGET CORP Consumer Defensive 8,378.0 $1.1M 0.14% -2K -22.1% $130.62 +21.8%
14 AVGO BROADCOM INC Technology 2,867.0 $1.1M 0.14% -84.0 -2.9% $377.75 -4.0%
15 EFG ISHARES TR 6,805.0 $847K 0.11% -201.0 -2.9% $124.42 +0.8%
16 LRCX LAM RESEARCH CORP Technology 1,472.0 $638K 0.08% -223.0 -13.2% $433.33 -29.1%
17 TSLA TESLA INC Consumer Cyclical 1,342.0 $565K 0.07% -8.0 -0.6% $420.66 -16.5%
18 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,407.0 $447K 0.06% -60.0 -4.1% $317.53 -5.3%
19 GIS GENERAL MILLS INC Consumer Defensive 10,321.0 $359K 0.05% -452.0 -4.2% $34.80 +14.9%
20 MA MASTERCARD INCORPORATED Financial Services 500.0 $257K 0.03% -9.0 -1.8% $513.60 +11.7%

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 29.3%
Industrials 20.4%
Basic Materials 9.9%
Communication Services 9.1%
Healthcare 7.5%
Financial Services 7.0%
Utilities 6.7%
Consumer Defensive 5.2%
Consumer Cyclical 4.1%
Energy 0.7%