SilverOak Wealth Management LLC
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 776,504
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 126 | 776,504 | 13F-HR | SilverOak Wealth Management LLC |
| Q1 2026 | 4/29/2026 | 121 | 632,436 | 13F-HR | SilverOak Wealth Management LLC |
| Q4 2025 | 1/28/2026 | 120 | 638,086 | 13F-HR | SilverOak Wealth Management LLC |
| Q3 2025 | 10/24/2025 | 114 | 592,758 | 13F-HR | SilverOak Wealth Management LLC |
| Q2 2025 | 7/29/2025 | 118 | 532,868 | 13F-HR | SilverOak Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.82 K | 11.8% | 16.4 K | 0 | 16.4 K |
| ETFs | 674.7 K | 86.9% | 117.7 K | 0 | 117.7 K |
| Debt | 10.02 K | 1.3% | 10.02 K | 0 | 10.02 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
776,504
Holdings
126
QoQ value change ($000)
144,068
(22.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.