SilverOak Wealth Management LLC has filed its latest 13F-HR report, indicating a total of $839.7 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and growth trajectory.

Founded in Minnesota, SilverOak Wealth Management is a financial services firm that specializes in asset management. The firm’s recent filings include a 13F-HR on October 29, 2026, and previous filings dating back to January 2026, showcasing its consistent reporting and compliance with SEC regulations.

What the Filing Says

The filing reveals that SilverOak holds a total of 131 positions across various sectors, reflecting a diverse investment strategy. The firm’s significant holdings include major companies such as Apple Inc., Microsoft Corp., and Amazon.com Inc. The report highlights the firm’s commitment to managing substantial assets while adhering to regulatory requirements.

Impact

This update may affect clients and investors looking for transparency in their asset management choices. It also positions SilverOak favorably against competitors like BlackRock Finance, Inc. and Trillium Asset Management, LLC, which are mentioned in the filing as other managers in the space.

What's Next

The filing does not specify what happens next for SilverOak Wealth Management, but it continues to emphasize the firm’s growth and investment strategies in the financial services industry.