Silver Oak Wealth Management LLC Portfolio Holdings

Silver Oak Wealth Management LLC

  • $533 Billion
  • Q2 2025

Silver Oak Wealth Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $533 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $89.6B, Ishares S&P 500 Growth ETF with a value of $64B, Vanguard Mid Cap ETF with a value of $62.5B, Spdr Portfolio with a value of $56.3B, and Ishares Core S&P Sm Cap ETF with a value of $41B.

Examining the 13F form we can see an increase of $70.4B in the current position value, from $462B to 533B.

Silver Oak Wealth Management LLC is based out at Edina, MN

Below you can find more details about Silver Oak Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $533 Billion
ETFs: $455 Billion
Industrials: $16.6 Billion
Technology: $13 Billion
Basic Materials: $8.06 Billion
Communication Services: $6.78 Billion
Consumer Defensive: $5.3 Billion
Utilities: $4.77 Billion
Consumer Cyclical: $3.94 Billion
Other: $6.91 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129M
$7.36 Million 0.0% of portfolio
15,238
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $533 Billion
  • Prior Value $462 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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