DOSSIER · 13F-HR · Q3 2026

SILVERLAKE WEALTH MANAGEMENT LLC

$536M in tracked AUM across 398 positions as of Q3 2026.

SW
CIK 0001966026 · last filed Sep 30, 2026
Total AUM
$536M
as of Q3 2026
Holdings
398
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SILVERLAKE WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$25M48K4.6%
02
AAPL
APPLE INC
$20M59K3.7%
03
VOO
VANGUARD INDEX FDS
$17M24K3.1%
04
VEA
VANGUARD TAX-MANAGED FDS
$10M147K1.9%
05
VYM
VANGUARD WHITEHALL FDS
$10M65K1.9%
06
SGOV
ISHARES TR
$10M100K1.9%
07
JPST
J P MORGAN EXCHANGE TRADED F
$9M170K1.6%
08
SCHG
SCHWAB STRATEGIC TR
$7M193K1.3%
09
JNJ
JOHNSON & JOHNSON
$7M26K1.3%
10
BBUS
J P MORGAN EXCHANGE TRADED F
$6M45K1.1%

Filing history

2026Q3Sep 30
$536M▲ 1.5%
398 positionsView →
2026Q2Jun 30
$528M▲ 10.2%
394 positionsView →
2026Q1Mar 31
$479M▲ 6.7%
377 positionsView →
2025Q4Dec 31
$449M▲ 9.1%
358 positionsView →
2025Q3Sep 30
$412M▲ 19.7%
345 positionsLocked
2025Q2Jun 30
$344M▲ 30.0%
318 positionsLocked
2025Q1Mar 31
$265M▲ 1.4%
262 positionsLocked
2024Q4Dec 31
$261M▼ 1.2%
268 positionsLocked
2024Q3Sep 30
$264M▲ 8.3%
277 positionsLocked
2024Q2Jun 30
$244M▲ 24.1%
282 positionsLocked
2024Q1Mar 31
$196M▲ 8.3%
242 positionsLocked
2023Q4Dec 31
$181M▲ 1.8%
228 positionsLocked
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