§ 13F · FUND PROFILE
SILVERLAKE WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $412M (13F)Positions · 345Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 48K | $18M | 3.7% | −1% |
| 2 | AAPL | APPLE INC | 60K | $15M | 3.2% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 24K | $14M | 3.0% | +15% |
| 4 | SGOV | ISHARES TR | 97K | $10M | 2.0% | +16% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 149K | $10M | 2.0% | +36% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 64K | $9M | 2.0% | −1% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 142K | $7M | 1.5% | +29% |
| 8 | JNJ | JOHNSON & JOHNSON | 26K | $6M | 1.3% | −1% |
| 9 | VZ | VERIZON COMMUNICATIONS INC | 121K | $6M | 1.3% | −7% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 25K | $6M | 1.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVERLAKE SIGNAL
AC read
SILVERLAKE WEALTH MANAGEMENT LLC is a Other fund managing $412 million in assets. The fund runs a broad portfolio of 345 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed