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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 3,209.0 $470K 0.06% +1K +47.6% $146.55 -1.9%
82 IEMG ISHARES INC 5,588.0 $463K 0.06% $82.84 -2.7%
83 TMSL T ROWE PRICE EXCHANGE-TRADED 10,516.0 $461K 0.06% +245.0 +2.4% $43.85 +0.1%
84 BNDX VANGUARD CHARLOTTE FDS 9,450.0 $458K 0.06% +553.0 +6.2% $48.43 -1.4%
85 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,407.0 $447K 0.06% -60.0 -4.1% $317.53 -5.3%
86 BERKSHIRE HATHAWAY INC DEL 881.0 $441K 0.06% $500.39
87 JNJ JOHNSON & JOHNSON Healthcare 1,656.0 $421K 0.05% $253.97 +7.7%
88 VIS VANGUARD WORLD FD 1,156.0 $417K 0.05% $360.38 -3.1%
89 VB VANGUARD INDEX FDS 1,323.0 $401K 0.05% $303.12 +0.9%
90 HD HOME DEPOT INC Consumer Cyclical 1,119.0 $395K 0.05% +300.0 +36.6% $352.68 -2.4%
91 GLD SPDR GOLD TR Financial Services 1,071.0 $395K 0.05% $368.38 +12.3%
92 BIV VANGUARD BD INDEX FDS 5,038.0 $386K 0.05% +417.0 +9.0% $76.70 -1.2%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 2,118.0 $383K 0.05% $180.91 +5.0%
94 QQQ INVESCO QQQ TR Financial Services 514.0 $379K 0.05% $736.84 -2.8%
95 XOM EXXON MOBIL CORP Energy 2,734.0 $374K 0.05% $136.73 +20.5%
96 GIS GENERAL MILLS INC Consumer Defensive 10,321.0 $359K 0.05% -452.0 -4.2% $34.80 +14.9%
97 CGMM CAPITAL GROUP EQUITY ETF TR 10,253.0 $338K 0.04% NEW $32.97 +0.5%
98 AMGN AMGEN INC Healthcare 903.0 $327K 0.04% $362.12 +22.2%
99 TIP ISHARES TR 2,963.0 $324K 0.04% $109.43 -1.8%
100 CSCO CISCO SYS INC Technology 2,747.0 $323K 0.04% +15.0 +0.6% $117.46 -5.9%
Page 5 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%