Silver Oak Wealth Management LLC Portfolio Holdings

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.