SilverOak Wealth Management LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$632.4M
Holdings
121
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 98.7% (156.3k → 2.0k shares)
14.9%
02
$VO
VANGUARD INDEX FDS
Q1 2026: Sold 99.8% (244.8k → 589 shares)
11.5%
03
$IVW
ISHARES TR
Q1 2026: Exited (was 570.4k shares)
10.1%
04
$SPYG
SPDR SERIES TRUST
Q1 2026: Sold 87.2% (620.0k → 79.2k shares)
9.9%
05
$IJR
ISHARES TR
Q1 2026: Sold 99.2% (410.6k → 3.2k shares)
8.2%
06
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 98.7% (515.2k → 6.5k shares)
5.8%
07
$SPYV
SPDR SERIES TRUST
Q1 2026: Sold 93.2% (408.4k → 27.7k shares)
3.7%
08
$IVE
ISHARES TR
Q1 2026: Exited (was 99.7k shares)
3.3%
09
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 346.1k shares)
3.1%
10
$IWM
ISHARES TR
Q1 2026: Sold 84.7% (51.3k → 7.9k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.