SILVERLAKE WEALTH MANAGEMENT LLC

CIK 0001966026 · WILLISTON, VT · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

SILVERLAKE WEALTH MANAGEMENT LLC reported 394 positions worth $528.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: MSFT (3.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$528.0M
2026 Q2
Positions
394
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.8%
Est. Net Flow (Q)
2026 Q2
10 / 394 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$17.9M3.38%47,908
2AAPLAPPLE INCSH$17.2M3.26%59,491
3VOOVANGUARD INDEX FDSSH$16.2M3.07%23,595
4VEAVANGUARD TAX-MANAGED FDSSH$10.5M1.98%146,976
5SGOVISHARES TRSH$10.3M1.95%102,152
6VYMVANGUARD WHITEHALL FDSSH$10.1M1.92%64,209
7JPSTJ P MORGAN EXCHANGE TRADED FSH$8.0M1.51%157,208
8IBMINTERNATIONAL BUSINESS MACHSSH$6.9M1.31%24,630
9JNJJOHNSON & JOHNSONSH$6.6M1.25%25,888
10SCHGSCHWAB STRATEGIC TRSH$6.4M1.20%187,661

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SILVERLAKE WEALTH MANAGEMENT LLC hold as of Q2 2026?

SILVERLAKE WEALTH MANAGEMENT LLC reported 394 positions worth $528.0M in its Q2 2026 13F filing. Largest positions: MSFT (3.4%), AAPL (3.3%), VOO (3.1%), VEA (2.0%) and SGOV (1.9%).

What did SILVERLAKE WEALTH MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SILVERLAKE WEALTH MANAGEMENT LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.