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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,467.0 $404K 0.06% $275.18 +13.6%
82 GIS GENERAL MILLS INC Consumer Defensive 10,773.0 $401K 0.06% -94.0 -0.9% $37.22 -10.2%
83 IEMG ISHARES INC 5,599.0 $391K 0.06% $69.75 +22.8%
84 TMSL T ROWE PRICE ETF INC 10,271.0 $377K 0.06% NEW $36.67 +17.2%
85 TT TRANE TECHNOLOGIES PLC Industrials 884.0 $368K 0.06% +50.0 +6.0% $416.74 +16.0%
86 LRCX LAM RESEARCH CORP Technology 1,695.0 $362K 0.06% -226.0 -11.8% $213.66 +82.1%
87 VIS VANGUARD WORLD FD 1,156.0 $361K 0.06% $312.22 +13.2%
88 BIV VANGUARD BD INDEX FDS 4,621.0 $357K 0.06% $77.18 -0.8%
89 PM PHILIP MORRIS INTL INC Consumer Defensive 2,118.0 $350K 0.06% $165.34 +7.9%
90 VB VANGUARD INDEX FDS 1,323.0 $347K 0.06% $261.92 +13.2%
91 DAL DELTA AIR LINES INC Industrials 5,076.0 $337K 0.05% -73.0 -1.4% $66.48 +26.6%
92 TIP ISHARES TR 2,963.0 $327K 0.05% $110.36 -0.9%
93 ORCL ORACLE CORP Technology 2,174.0 $320K 0.05% $147.11 +25.3%
94 AMGN AMGEN INC Healthcare 903.0 $318K 0.05% $351.85 -4.1%
95 THOMSON REUTERS CORP 3,476.0 $313K 0.05% $89.98
96 ALGN ALIGN TECHNOLOGY INC Healthcare 1,808.0 $310K 0.05% $171.43 +6.2%
97 HON HONEYWELL INTL INC Industrials 1,309.0 $296K 0.05% -505.0 -27.8% $226.03 +1.3%
98 QQQ INVESCO QQQ TR Financial Services 512.0 $296K 0.05% $577.53 +28.2%
99 XLV SELECT SECTOR SPDR TR 1,974.0 $289K 0.05% $146.61 +1.9%
100 VIG VANGUARD SPECIALIZED FUNDS 1,318.0 $283K 0.04% $215.06 +9.4%
Page 5 of 7  ·  121 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%