Silveroak Wealth Management LLC - Q42025 Holdings

Silveroak Wealth Management LLC holds 120 stocks with a total portfolio value of $ 638.09M as of Q42025. In Q42025, Silveroak Wealth Management LLC added 10 new positions, increased stakes in 45 stocks, reduced 23 holdings, and fully exited 4 positions. The largest holding is Vanguard Index Fds (VOO), representing 15.36% of the total portfolio.