SilverOak Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$465M
Signature - Title
Shannon A. King - President & CCO
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by SilverOak Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SilverOak Wealth Management LLC reported 99 stock holdings with total value $465M as of Q4 2024. Top holdings included VOO, IVW, VO, SPYG, and IJR.
Holdings Value

List of Other Managers Reporting for SilverOak Wealth Management LLC:

Name Holdings Value Location File Number
BlackRock Inc. $4.41T New York, NY 028-12019
TRILLIUM ASSET MANAGEMENT, LLC $3.86B Boston, MA 028-03125