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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 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 3,465.0 $2.0M 0.26% -249.0 -6.7% $580.91 -19.7%
42 GOOG ALPHABET INC Communication Services 5,588.0 $2.0M 0.25% $353.33 -3.3%
43 IWN ISHARES TR 8,859.0 $2.0M 0.25% $221.20 +2.0%
44 AMZN AMAZON COM INC Consumer Cyclical 8,196.0 $2.0M 0.25% +223.0 +2.8% $238.34 +11.5%
45 IJH ISHARES TR 24,469.0 $1.9M 0.24% +195.0 +0.8% $77.11 -0.1%
46 MSFT MICROSOFT CORP Technology 4,788.0 $1.8M 0.23% +735.0 +18.1% $373.05 +29.8%
47 SLV ISHARES SILVER TR Financial Services 32,681.0 $1.7M 0.23% $53.47 +12.2%
48 IWO ISHARES TR 4,308.0 $1.7M 0.22% +48.0 +1.1% $393.94 -0.9%
49 MRVL MARVELL TECHNOLOGY INC Technology 5,666.0 $1.7M 0.22% -686.0 -10.8% $297.89 -20.3%
50 IWV ISHARES TR 3,666.0 $1.6M 0.20% $426.40 +2.8%
51 GOOGL ALPHABET INC Communication Services 4,223.0 $1.5M 0.19% $357.41 -3.5%
52 BND VANGUARD BD INDEX FDS 18,355.0 $1.3M 0.17% +3K +17.7% $73.41 -1.2%
53 SOLV SOLVENTUM CORP Healthcare 15,630.0 $1.2M 0.15% $77.15 +13.8%
54 VSS VANGUARD INTL EQUITY INDEX F 7,707.0 $1.2M 0.15% +367.0 +5.0% $154.30 +3.2%
55 HRL HORMEL FOODS CORP Consumer Defensive 46,887.0 $1.2M 0.15% -8K -15.2% $24.82 -1.6%
56 TGT TARGET CORP Consumer Defensive 8,378.0 $1.1M 0.14% -2K -22.1% $130.62 +21.8%
57 AVGO BROADCOM INC Technology 2,867.0 $1.1M 0.14% -84.0 -2.9% $377.75 -4.0%
58 JPM JPMORGAN CHASE & CO Financial Services 3,150.0 $1.0M 0.13% $327.31 +9.1%
59 CGXU CAPITAL GROUP INTL FOCUS EQT 29,129.0 $1.0M 0.13% +10K +54.0% $34.62 +0.2%
60 IXUS ISHARES TR 10,130.0 $967K 0.12% $95.44 +1.8%
Page 3 of 7  ·  126 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 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%