DOSSIER · 13F-HR · Q2 2026

SILVERLAKE WEALTH MANAGEMENT LLC

$528M in tracked AUM across 394 positions as of Q2 2026.

SW
CIK 0001966026 · last filed Jun 30, 2026
Total AUM
$528M
as of Q2 2026
Holdings
394
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SILVERLAKE WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$18M48K3.4%
02
AAPL
APPLE INC
$17M59K3.3%
03
VOO
VANGUARD INDEX FDS
$16M24K3.1%
04
VEA
VANGUARD TAX-MANAGED FDS
$10M147K2.0%
05
SGOV
ISHARES TR
$10M102K1.9%
06
VYM
VANGUARD WHITEHALL FDS
$10M64K1.9%
07
JPST
J P MORGAN EXCHANGE TRADED F
$8M157K1.5%
08
IBM
INTERNATIONAL BUSINESS MACHS
$7M25K1.3%
09
JNJ
JOHNSON & JOHNSON
$7M26K1.2%
10
SCHG
SCHWAB STRATEGIC TR
$6M188K1.2%

Filing history

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 positionsView →
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
2023Q3Sep 30
$178M 1.0%
227 positionsLocked
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