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Shannon A. King

Silveroak Wealth Management Llc

Assets Managed
$632.436M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-0.88%(2Q avg: 3.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Silveroak Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Silveroak Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 632.436M in assets, with a quarterly growth rate of -0.88% and a 2-quarter average growth rate of 3.39%. The portfolio is managed by Shannon A. King, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.9%
14.9%
$94.2M
157,644 shares@ $597.56 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 3.68%
11.53%
$72.881M
253,783 shares@ $287.18 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.59%
10.14%
$64.128M
566,951 shares@ $113.12 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.83%
9.87%
$62.413M
637,452 shares@ $97.92 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.02%
8.24%
$52.073M
418,893 shares@ $124.32 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 11.5%
5.83%
$36.812M
574,475 shares@ $64.09 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.09%
3.74%
$23.591M
416,949 shares@ $56.58 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.24%
3.34%
$21.101M
99,931 shares@ $211.16 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 4.05%
3.08%
$19.464M
360,108 shares@ $54.05 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 1.17%
2.04%
$12.859M
51,851 shares@ $248.0 avg price

1-10 of 121