SilverOak Wealth Management LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$532.9B
Holdings
118
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLYSELECT SECTOR SPDR TR | 1,109 | $241.0M | 0.05% | |
| 102 | VVVANGUARD INDEX FDS | 842 | $240.2M | 0.05% | |
| 103 | BPRNPRINCETON BANCORP INC | 7,604 | $232.2M | 0.04% | |
| 104 | VBRVANGUARD INDEX FDS | 1,181 | $230.3M | 0.04% | |
| 105 | DFATDIMENSIONAL ETF TRUST | 4,094 | $220.9M | 0.04% | |
| 106 | CRMSALESFORCE INC | 800 | $218.2M | 0.04% | |
| 107 | XYZBLOCK INC | 3,204 | $217.6M | 0.04% | |
| 108 | ABBVABBVIE INC | 1,161 | $215.5M | 0.04% | |
| 109 | AGGISHARES TR | 2,170 | $215.2M | 0.04% | |
| 110 | SGOVISHARES TR | 2,127 | $214.2M | 0.04% | |
| 111 | EATBRINKER INTL INC | 1,143 | $206.1M | 0.04% | |
| 112 | EFGISHARES TR | 1,834 | $205.4M | 0.04% | |
| 113 | CVXCHEVRON CORP NEW | 1,414 | $202.5M | 0.04% | |
| 114 | VEUVANGUARD INTL EQUITY INDEX F | 2,987 | $200.8M | 0.04% | |
| 115 | AALAMERICAN AIRLS GROUP INC | 13,758 | $154.4M | 0.03% | |
| 116 | CNDTCONDUENT INC | 13,173 | $34.8M | 0.01% | |
| 117 | PSNYPOLESTAR AUTOMOTIVE HLDG UK | 16,229 | $17.4M | 0.00% | |
| 118 | ORGNORIGIN MATERIALS INC | 15,238 | $7.4M | 0.00% |
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