DOSSIER · 13F-HR · Q1 2026

SILVERLAKE WEALTH MANAGEMENT LLC

$479M in tracked AUM across 377 positions as of Q1 2026.

SW
CIK 0001966026 · last filed Mar 31, 2026
Total AUM
$479M
as of Q1 2026
Holdings
377
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

SILVERLAKE WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$18M48K3.7%
02
AAPL
APPLE INC
$15M60K3.2%
03
VOO
VANGUARD INDEX FDS
$14M24K3.0%
04
SGOV
ISHARES TR
$10M97K2.0%
05
VEA
VANGUARD TAX-MANAGED FDS
$10M149K2.0%
06
VYM
VANGUARD WHITEHALL FDS
$9M64K2.0%
07
JPST
J P MORGAN EXCHANGE TRADED F
$7M142K1.5%
08
JNJ
JOHNSON & JOHNSON
$6M26K1.3%
09
VZ
VERIZON COMMUNICATIONS INC
$6M121K1.3%
10
IBM
INTERNATIONAL BUSINESS MACHS
$6M25K1.3%

Filing history

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
2023Q2Jun 30
$180M 9.1%
227 positionsLocked
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