Silver Oak Wealth Management LLC Incresed Positions in Q3 2025

Silver Oak Wealth Management LLC

  • $593 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
28.1K
+ 4.76%
$94.33 - $105.31 $2.65M - $2.96M
619K $64.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
134K
+ 261.63%
$49.43 - $54.52 $6.64M - $7.33M
186K $10.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
177
+ 0.03%
$108.97 - $121.65 $19.3K - $21.5K
581K $70.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21K
+ 5.61%
$108.46 - $120.63 $2.28M - $2.54M
396K $47.1B
VEA
Vanguard Ftse Developed Market

ETFs
68.2K
+ 16.02%
$56.02 - $60.3 $3.82M - $4.11M
494K $29.6B
VO
Vanguard Mid Cap ETF

ETFs
7.12K
+ 3.19%
$279.83 - $293.74 $1.99M - $2.09M
230K $67.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.8K
+ 3.31%
$52.12 - $55.33 $668K - $709K
400K $22.1B
AAPL
Apple Inc.

Technology
2.35K
+ 11.79%
$202.38 - $256.87 $476K - $604K
22.3K $5.67B
IWM
Ishares Russell 2000 ETF

ETFs
339
+ 0.65%
$214.92 - $244.84 $72.9K - $83K
52.3K $12.7B
J P Morgan Exchange Traded F
290
+ 0.23%
N/A
125K $11.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.34K
+ 6.66%
$45.26 - $46.63 $423K - $435K
150K $6.91B
IWN
Ishares Russell2000 Val ETF

ETFs
1.64K
+ 22.16%
$157.1 - $178.94 $258K - $294K
9.05K $1.6B
IVV
Ishares Core S&P 500 ETF

ETFs
69
+ 0.94%
$620.67 - $670.08 $42.8K - $46.2K
7.41K $4.96B
META
Meta Platforms, Inc.

Communication Services
499
+ 8.64%
$695.21 - $791.73 $347K - $395K
6.27K $4.61B
VBK
Vanguard Small Cap Growth ETF

ETFs
150
+ 1.29%
$276.51 - $305.12 $41.5K - $45.8K
11.8K $3.51B
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.83K
+ 3.44%
$40.43 - $44.52 $73.9K - $81.4K
54.9K $2.42B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.7K
+ 6.37%
$68.24 - $73.73 $116K - $125K
28.4K $2.08B
VT
Vanguard Total World Stk Index

ETFs
23
+ 0.09%
$128.41 - $138.03 $2.95K - $3.17K
25.3K $3.49B
VUG
Vanguard Growth ETF

ETFs
419
+ 56.85%
$433.97 - $484.08 $182K - $203K
1.16K $554M
TSLA
Tesla, Inc.

Consumer Cyclical
216
+ 24.66%
$293.94 - $444.72 $63.5K - $96.1K
1.09K $486M
UNH
Unitedhealth Group Inc

Healthcare
135
+ 2.83%
$237.77 - $353.61 $32.1K - $47.7K
4.9K $1.69B
VOT
Vanguard Mid Cap Growth Index

ETFs
186
+ 1.65%
$282.75 - $294.19 $52.6K - $54.7K
11.5K $3.37B
SPY
Spdr S&P 500 ETF Trust

ETFs
168
+ 19.56%
$617.65 - $666.84 $104K - $112K
1.03K $684M
DBND
Doubleline ETF Tr Opportunisti

ETFs
3.06K
+ 11.36%
$45.57 - $46.76 $139K - $143K
30K $1.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
679
+ 2.91%
$62.09 - $66.51 $42.2K - $45.2K
24K $1.57B
IWD
Ishares Russell 1000 Val ETF

ETFs
50
+ 0.45%
$192.76 - $203.86 $9.64K - $10.2K
11.2K $2.29B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
2.32K
+ 5.17%
$41.18 - $42.48 $95.3K - $98.3K
47.1K $1.99B
GLD
Spdr Gold Trust

ETFs
153
+ 15.79%
$300.96 - $355.47 $46K - $54.4K
1.12K $399M
MRVL
Marvell Technology, Inc.

Technology
639
+ 15.09%
$62.31 - $84.07 $39.8K - $53.7K
4.87K $410M
ABBV
Abb Vie Inc.

Healthcare
116
+ 9.99%
$184.85 - $231.54 $21.4K - $26.9K
1.28K $296M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
704
+ 33.1%
$100.37 - $100.74 $70.7K - $70.9K
2.83K $285M
IXUS
Ishares Tr

ETFs
234
+ 2.97%
$76.35 - $82.58 $17.9K - $19.3K
8.11K $669M
BND
Vanguard Bd Index Fd Inc Total

ETFs
555
+ 4.27%
$72.57 - $74.72 $40.3K - $41.5K
13.5K $1.01B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.02%
$133.48 - $144.38 $133 - $144
5.32K $759M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 1.97%
$459.11 - $506.91 $12.9K - $14.2K
1.45K $727M
VEU
Vanguard Ftse All World Ex Us

ETFs
86
+ 2.88%
$66.38 - $71.68 $5.71K - $6.16K
3.07K $219M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67
+ 3.09%
$97.75 - $100.75 $6.55K - $6.75K
2.24K $224M
TGT
Target Corp

Consumer Defensive
505
+ 4.78%
$86.56 - $107.43 $43.7K - $54.3K
11.1K $994M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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