Silver Oak Wealth Management LLC Incresed Positions in Q4 2025

Silver Oak Wealth Management LLC

  • $638 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
160K
+ 86.32%
$52.54 - $55.77 $8.42M - $8.94M
346K $18.6B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
155K
+ 214.2%
$44.53 - $47.25 $6.91M - $7.34M
228K $10.7B
Capital Group New Geography
175K
+ 165.16%
N/A
281K $8.98B
VO
Vanguard Mid Cap ETF

ETFs
14.4K
+ 6.24%
$286.27 - $296.23 $4.11M - $4.26M
245K $71B
VOE
Vanguard Mid Cap Value Index F

ETFs
15.4K
+ 131.47%
$169.53 - $176.53 $2.61M - $2.72M
27.2K $4.82B
VEA
Vanguard Ftse Developed Market

ETFs
21.6K
+ 4.38%
$59.18 - $62.09 $1.28M - $1.34M
515K $32.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.7K
+ 3.7%
$114.27 - $121.15 $1.68M - $1.78M
411K $49.3B
SPYG
Spdr Portfolio

ETFs
800
+ 0.13%
$102.4 - $109.39 $81.9K - $87.5K
620K $66.1B
IVE
Ishares S&P 500 Value ETF

ETFs
2.64K
+ 2.72%
$202.52 - $212.07 $534K - $560K
99.7K $21.1B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.69K
+ 2.17%
$54.27 - $56.85 $471K - $494K
408K $23.2B
MMM
3 M CO

Industrials
204
+ 0.26%
$148.75 - $171.6 $30.3K - $35K
80K $12.8B
ROK
Rockwell Automation, Inc

Industrials
296
+ 4.17%
$333.75 - $394.54 $98.8K - $117K
7.39K $2.88B
VT
Vanguard Total World Stk Index

ETFs
1.96K
+ 7.76%
$135.16 - $141.78 $265K - $278K
27.3K $3.85B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.13K
+ 40.08%
$139.66 - $144.52 $298K - $308K
7.46K $1.07B
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.92K
+ 10.77%
$42.98 - $45.55 $254K - $270K
60.9K $2.72B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.66K
+ 4.45%
$46.2 - $46.85 $308K - $312K
156K $7.19B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.7K
+ 5.98%
$72.17 - $75.74 $122K - $129K
30.1K $2.27B
DBND
Doubleline ETF Tr Opportunisti

ETFs
3.95K
+ 13.18%
$46.27 - $46.9 $183K - $185K
33.9K $1.57B
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 0.36%
$656.2 - $690.71 $17.7K - $18.6K
7.44K $5.1B
MRVL
Marvell Technology, Inc.

Technology
1.48K
+ 30.32%
$81.05 - $93.74 $120K - $139K
6.35K $540M
IXUS
Ishares Tr

ETFs
1.1K
+ 13.58%
$81.21 - $85.27 $89.4K - $93.9K
9.21K $779M
TGT
Target Corp

Consumer Defensive
61
+ 0.55%
$85.53 - $97.77 $5.22K - $5.96K
11.1K $1.09B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
2.3K
+ 4.89%
$42.07 - $42.69 $96.9K - $98.4K
49.4K $2.08B
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 0.54%
$199.44 - $208.01 $12.2K - $12.7K
11.3K $2.38B
WFC
Wells Fargo & Company

Financial Services
25
+ 0.32%
$77.62 - $87.3 $1.94K - $2.18K
7.8K $727M
BND
Vanguard Bd Index Fd Inc Total

ETFs
938
+ 6.93%
$74.09 - $75.1 $69.5K - $70.4K
14.5K $1.07B
J P Morgan Exchange Traded F
3.33K
+ 2.67%
N/A
128K $11.5B
JNJ
Johnson & Johnson

Healthcare
100
+ 9.13%
$185.98 - $199.58 $18.6K - $20K
1.2K $247M
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 1.39%
$294.11 - $320.41 $12.6K - $13.8K
3.14K $1.01B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
211
+ 0.88%
$63.25 - $66.24 $13.3K - $14K
24.2K $1.6B
VUG
Vanguard Growth ETF

ETFs
32
+ 2.77%
$470.44 - $504.26 $15.1K - $16.1K
1.19K $580M
META
Meta Platforms, Inc.

Communication Services
740
+ 11.8%
$609.01 - $751.67 $451K - $556K
7.01K $4.63B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
23
+ 0.53%
$310.75 - $335.0 $7.15K - $7.71K
4.35K $1.41B
NVDA
Nvidia Corp

Technology
97
+ 0.82%
$179.83 - $207.04 $17.4K - $20.1K
11.9K $2.22B
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 2.29%
$401.99 - $468.37 $10K - $11.7K
1.12K $502M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
130
+ 3.01%
$100.33 - $100.69 $13K - $13.1K
4.45K $446M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.98%
$589.5 - $635.77 $2.95K - $3.18K
513 $315M
MA
Mastercard Inc

Financial Services
15
+ 3.03%
$536.85 - $580.45 $8.05K - $8.71K
510 $291M
IEMG
Ishares Inc

ETFs
11
+ 0.2%
N/A
5.6K $376M
XLY
Select Sector Spdr Consumer Di

ETFs
887
+ 100.0%
$228.75 - $242.18 $203K - $215K
1.77K $212M
VOT
Vanguard Mid Cap Growth Index

ETFs
569
+ 4.95%
$279.76 - $298.12 $159K - $170K
12.1K $3.36B
UNH
Unitedhealth Group Inc

Healthcare
188
+ 3.84%
$320.52 - $369.92 $60.3K - $69.5K
5.09K $1.68B
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.26%
$910.94 - $954.99 $1.82K - $1.91K
759 $655M
ORCL
Oracle Corp

Technology
25
+ 1.16%
$217.57 - $313.0 $5.44K - $7.83K
2.17K $424M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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