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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVX CHEVRON CORPORATION Energy 1,316.0 $218K 0.03% +12.0 +0.9% $165.76 +24.7%
122 UBER UBER TECHNOLOGIES INC Technology 2,908.0 $210K 0.03% NEW $72.16 +9.0%
123 XLY SELECT SECTOR SPDR TR 1,774.0 $208K 0.03% NEW $117.28 -0.7%
124 SOXX ISHARES TR 318.0 $204K 0.03% NEW $640.80 -18.8%
125 ADI ANALOG DEVICES INC Technology 504.0 $200K 0.03% NEW $397.17 -6.3%
126 CNDT CONDUENT INC Technology 13,173.0 $19K 0.00% $1.46 +8.6%
Page 7 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%