account_balance
Investment manager · 13F filer · SEC CIK 1764766
SilverOak Wealth Management LLC
Reported value$840Mas of Sep 30, 2026
Positions131 9 new, 4 sold out
Top 10 weight69.0%VOO alone is 13%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
13.3%
SPYGSPDR Series Trust
10.5%Added +5%
VOVanguard Index FDS
10.0%
IVWiShares Tr
9.1%Trimmed −4%
IJRiShares Tr
6.4%Trimmed −5%
VEAVanguard Tax-Managed FDS
5.6%Added +7%
DBNDDoubleline ETF Trust
5.1%Added +202%
SPYVSPDR Series Trust
3.1%
FBNDFidelity Merrimack STR Tr
3.1%+172%
VWOVanguard Intl Equity Index F
2.7%
IVEiShares Tr
2.6%
SPSMSPDR Series Trust
2.4%
VOOVanguard Index FDS
13.3%
SPYGSPDR Series Trust
10.5%Added +5%
VOVanguard Index FDS
10.0%
IVWiShares Tr
9.1%−4%
IJRiShares Tr
6.4%
VEAVanguard Tax-Managed FDS
5.6%
DBNDDoubleline ETF Trust
5.1%
SPYV3.1%
FBND
VWO
IVE2.6%
SPSM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 13.3% Held
SPYG SPDR Series Trust 10.5% Added +5%
VO Vanguard Index FDS 10.0% Held
IVW iShares Tr 9.1% Trimmed −4%
IJR iShares Tr 6.4% Trimmed −5%
VEA Vanguard Tax-Managed FDS 5.6% Added +7%
DBND Doubleline ETF Trust 5.1% Added +202%
SPYV SPDR Series Trust 3.1% Held
FBND Fidelity Merrimack STR Tr 3.1% Added +172%
VWO Vanguard Intl Equity Index F 2.7% Added +3%
IVE iShares Tr 2.6% Held
SPSM SPDR Series Trust 2.4% Added +27%
What changed
Biggest moves since Jun 30, 2026
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