13F Filings History of SilverOak Wealth Management LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$638,086,493
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 120 stock holdings with total value $638,086,493 as of Q4 2025. Top holdings included VOO, VO, IVW, SPYG, and IJR.

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Holdings Value

List of Other Managers Reporting for SilverOak Wealth Management LLC:

Name Holdings Value Location File Number
TRILLIUM ASSET MANAGEMENT, LLC $3,266,845,479 Boston, MA 028-03125
BlackRock Finance, Inc. $4,411,114,337,731 New York, NY 028-12019
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $638,086,493 +$39,675,238 -$4,740,574 +$34,934,664 VOO, VO, IVW, SPYG, IJR 13F-HR 28 Jan 2026, 08:36
Q3 2025 114 $592,758,170 +$27,132,840 -$6,225,166 +$20,907,674 VOO, IVW, VO, SPYG, IJR 13F-HR 24 Oct 2025, 09:21
Q2 2025 118 $532,868,417 +$25,416,827 -$2,004,030 +$23,412,797 VOO, IVW, VO, SPYG, IJR 13F-HR 29 Jul 2025, 08:47
Q1 2025 98 $462,474,734 +$21,695,668 -$3,434,890 +$18,260,778 VOO, IVW, VO, SPYG, IJR 13F-HR 30 Apr 2025, 08:54
Q4 2024 99 $464,854,049 +$21,857,067 -$5,427,243 +$16,429,824 VOO, IVW, VO, SPYG, IJR 13F-HR 31 Jan 2025, 16:45
Q3 2024 94 $445,786,335 +$6,978,306 -$6,585,568 +$392,738 VOO, IVW, VO, SPYG, IJR 13F-HR 01 Nov 2024, 15:45
Q2 2024 95 $416,420,677 +$9,946,142 -$2,426,388 +$7,519,754 VOO, IVW, VO, SPYG, IJR 13F-HR 08 Aug 2024, 16:30
Q1 2024 94 $402,576,541 +$9,421,780 -$4,267,322 +$5,154,458 VOO, IVW, VO, SPYG, IJR 13F-HR 07 May 2024, 15:40
Q4 2023 85 $370,028,160 $0 $0 $0 VOO, IVW, VO, IJR, SPYG 13F-HR 14 Feb 2024, 13:08