Holdings

SilverOak Wealth Management LLC

As of Jun 30, 2026, SilverOak Wealth Management LLC reported 55 positions worth US$78.1M. Largest: 3m Company, Apple Inc and Cms Energy Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
3m Company74,987US$12.1M−1,400Jun 30, 2026
Apple Inc22,462US$6.5M+2,534Jun 30, 2026
Cms Energy Corporation68,825US$5.27Mno changeJun 30, 2026
H. B. Fuller Company73,350US$4.28M−2,319Jun 30, 2026
Meta Platforms, Inc.7,101US$4M+949Jun 30, 2026
Ecolab Inc.13,847US$3.86M+350Jun 30, 2026
Alphabet Inc (google) Class C9,748US$3.48M−44Jun 30, 2026
Micron Technology, Inc.2,798US$3.23M−57Jun 30, 2026
Nvidia Corporation12,012US$2.4M+450Jun 30, 2026
Rockwell Automation, Inc.4,640US$2.3M−1,750Jun 30, 2026