SilverOak Wealth Management LLC filed a Form 13F-HR on October 29, 2026, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing reports the firm holds positions in 131 distinct securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the Vanguard S&P 500 ETF Shares, which comprises 159,910 shares. Other significant ETF positions include the Vanguard Total Stock Market ETF (108,401 shares) and the Vanguard Mid-Cap ETF (107,041 shares). The firm also holds substantial positions in the iShares Core S&P 500 ETF (394,848 shares) and the iShares S&P 500 Growth ETF (536,178 shares).
Among individual stocks, the largest position is in Apple Inc., with 22,398 shares. Other notable individual stock holdings include Microsoft Corporation (4,831 shares), NVIDIA Corporation (11,800 shares), Amazon.com Inc. (8,096 shares), and Alphabet Inc. Class A shares (4,199 shares). The filing lists a total of 131 securities held by the firm.
