SEC Form 13F

SilverOak Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$776,503,767
Positions126

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$108,898,684158,557
VANGUARD INDEX FDSVOMID CAP ETF$84,707,4411,051,352
SPDR SERIES TRUSTSPYGST STR P500GRW$81,148,483681,977
ISHARES TRIVWS&P 500 GRWT ETF$77,010,336559,953
ISHARES TRIJRCORE S&P SCP ETF$61,812,582416,780
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$44,296,982621,712
SPDR SERIES TRUSTSPYVST STR P500VAL$26,170,901430,513
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$22,397,131375,224
ISHARES TRIVES&P 500 VAL ETF$22,042,16897,076
SPDR SERIES TRUSTSPSMST STR SP600 SML$17,124,357296,937

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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