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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 797.0 $956K 0.12% $1199.43 +5.0%
62 EFG ISHARES TR 6,805.0 $847K 0.11% -201.0 -2.9% $124.42 +0.2%
63 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 858.0 $803K 0.10% +95.0 +12.4% $935.47 +0.0%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,037.0 $774K 0.10% $746.77 +2.4%
65 CAT CATERPILLAR INC Industrials 704.0 $750K 0.10% $1064.90 -24.4%
66 IWR ISHARES TR 6,610.0 $729K 0.09% $110.32 +2.3%
67 WFC WELLS FARGO & CO Financial Services 8,142.0 $673K 0.09% +563.0 +7.4% $82.64 +2.5%
68 VTV VANGUARD INDEX FDS 2,994.0 $652K 0.08% $217.93 +3.7%
69 LRCX LAM RESEARCH CORP Technology 1,472.0 $638K 0.08% -223.0 -13.2% $433.33 -29.3%
70 VUG VANGUARD INDEX FDS 7,338.0 $632K 0.08% +6K +516.1% $86.14 +1.3%
71 ALGN ALIGN TECHNOLOGY INC Healthcare 3,553.0 $599K 0.08% +2K +96.5% $168.66 -6.6%
72 VGT VANGUARD WORLD FD 4,952.0 $592K 0.08% +4K +649.2% $119.52 -0.8%
73 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,206.0 $576K 0.07% $477.57 -13.0%
74 TSLA TESLA INC Consumer Cyclical 1,342.0 $565K 0.07% -8.0 -0.6% $420.66 -18.6%
75 SLYV SPDR SERIES TRUST 4,829.0 $527K 0.07% $109.11 +0.6%
76 MINT PIMCO ETF TR 5,194.0 $524K 0.07% +745.0 +16.8% $100.81 -0.1%
77 TT TRANE TECHNOLOGIES PLC Industrials 1,040.0 $511K 0.07% +156.0 +17.6% $491.16 -7.7%
78 WMT WALMART INC Consumer Defensive 4,402.0 $499K 0.06% $113.26 -8.2%
79 DAL DELTA AIR LINES INC Industrials 5,076.0 $475K 0.06% $93.66 -13.4%
80 SGOV ISHARES TR 4,721.0 $475K 0.06% +2K +80.7% $100.67 -0.1%
Page 4 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%