SILVERLAKE WEALTH MANAGEMENT LLC
CIK: 0001966026SEC EDGAR →
Portfolio Value
$449.4M
Holdings
358
As of
Q4 2025
New Positions
354
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 48,936 | $23.7M | 5.27% |
| 2 | APPLE INC | 59,918 | $16.3M | 3.62% |
| 3 | VANGUARD INDEX FDS | 21,120 | $13.2M | 2.95% |
| 4 | VANGUARD WHITEHALL FDS | 64,154 | $9.2M | 2.05% |
| 5 | ISHARES TR | 83,392 | $8.4M | 1.86% |
| 6 | INTERNATIONAL BUSINESS MACHS | 23,974 | $7.1M | 1.58% |
| 7 | VANGUARD TAX-MANAGED FDS | 109,546 | $6.8M | 1.52% |
| 8 | SCHWAB STRATEGIC TR | 206,299 | $6.7M | 1.50% |
| 9 | J P MORGAN EXCHANGE TRADED F | 110,109 | $5.6M | 1.24% |
| 10 | PROCTER AND GAMBLE CO | 38,248 | $5.5M | 1.22% |
Quarterly Changes
New Positions (358)
$23.7M · 49K shares
$16.3M · 60K shares
$13.2M · 21K shares
$9.2M · 64K shares
$8.4M · 83K shares
$7.1M · 24K shares
$6.8M · 110K shares
$6.7M · 206K shares
$5.6M · 110K shares
$5.5M · 38K shares
$5.4M · 26K shares
$5.3M · 130K shares
$5.3M · 114K shares
$4.9M · 191K shares
$4.8M · 40K shares
$4.5M · 11K shares
$4.4M · 76K shares
$4.3M · 7K shares
$3.9M · 95K shares
$3.8M · 128K shares
$3.3M · 24K shares
$3.3M · 134K shares
$3.3M · 76K shares
$3.2M · 27K shares
$3.2M · 29K shares
$3.1M · 5K shares
$3.1M · 108K shares
$3.1M · 32K shares
$3.1M · 12K shares
$3.1M · 80K shares
$2.9M · 9K shares
$2.8M · 145K shares
$2.7M · 4K shares
$2.7M · 7K shares
$2.7M · 136K shares
$2.7M · 8K shares
$2.7M · 88K shares
$2.7M · 77K shares
$2.6M · 95K shares
$2.5M · 101K shares
$2.4M · 5K shares
$2.4M · 30K shares
$2.4M · 29K shares
$2.4M · 21K shares
$2.4M · 13K shares
$2.3M · 84K shares
$2.3M · 112K shares
$2.3M · 43K shares
$2.3M · 86K shares
$2.2M · 41K shares
$2.2M · 43K shares
$2.2M · 21K shares
$2.2M · 20K shares
$2.2M · 74K shares
$2.2M · 2K shares
$2.2M · 10K shares
$2.2M · 4K shares
$2.2M · 58K shares
$2.1M · 2K shares
$2.1M · 47K shares
$2.1M · 84K shares
$2.1M · 14K shares
$2.1M · 82K shares
$2.1M · 39K shares
$2.0M · 29K shares
$2.0M · 9K shares
$2.0M · 9K shares
$1.9M · 39K shares
$1.9M · 28K shares
$1.9M · 71K shares
$1.9M · 21K shares
$1.9M · 27K shares
$1.9M · 19K shares
$1.9M · 6K shares
$1.9M · 113K shares
$1.8M · 43K shares
$1.8M · 15K shares
$1.8M · 21K shares
$1.8M · 3K shares
$1.8M · 95K shares
$1.8M · 31K shares
$1.8M · 32K shares
$1.8M · 12K shares
$1.7M · 6K shares
$1.7M · 31K shares
$1.7M · 23K shares
$1.7M · 3K shares
$1.7M · 74K shares
$1.7M · 29K shares
$1.7M · 11K shares
$1.6M · 5K shares
$1.6M · 5K shares
$1.5M · 5K shares
$1.5M · 11K shares
$1.5M · 5K shares
$1.5M · 5K shares
$1.5M · 4K shares
$1.4M · 33K shares
$1.4M · 21K shares
$1.4M · 20K shares
$1.4M · 18K shares
$1.3M · 7K shares
$1.3M · 4K shares
$1.3M · 5K shares
$1.3M · 102K shares
$1.2M · 4K shares
$1.2M · 12K shares
$1.2M · 20K shares
$1.2M · 105K shares
$1.2M · 13K shares
$1.2M · 6K shares
$1.2M · 11K shares
$1.2M · 26K shares
$1.1M · 8K shares
$1.1M · 61K shares
$1.1M · 6K shares
$1.1M · 6K shares
$1.1M · 11K shares
$1.1M · 12K shares
$1.1M · 3K shares
$1.1M · 2K shares
$1.0M · 29K shares
$1.0M · 59K shares
$978K · 4K shares
$951K · 79K shares
$950K · 31K shares
$945K · 11K shares
$943K · 1K shares
$937K · 10K shares
$921K · 4K shares
$898K · 9K shares
$897K · 21K shares
$893K · 8K shares
$865K · 4K shares
$859K · 2K shares
$852K · 12K shares
$851K · 2K shares
$838K · 22K shares
$837K · 17K shares
$801K · 5K shares
$799K · 17K shares
$793K · 63K shares
$792K · 2K shares
$789K · 2K shares
$787K · 4K shares
$783K · 6K shares
$782K · 17K shares
$778K · 9K shares
$771K · 7K shares
$762K · 8K shares
$743K · 987 shares
$742K · 14K shares
$727K · 78K shares
$709K · 12K shares
$697K · 25K shares
$682K · 9K shares
$680K · 6K shares
$677K · 52K shares
$676K · 6K shares
$665K · 6K shares
$654K · 21K shares
$653K · 8K shares
$652K · 3K shares
$637K · 2K shares
$630K · 24K shares
$626K · 958 shares
$623K · 5K shares
$612K · 2K shares
$609K · 9K shares
$608K · 4K shares
$606K · 2K shares
$602K · 6K shares
$601K · 5K shares
$598K · 2K shares
$596K · 15K shares
$591K · 3K shares
$591K · 4K shares
$589K · 6K shares
$584K · 3K shares
$583K · 2K shares
$581K · 5K shares
$580K · 8K shares
$578K · 3K shares
$555K · 5K shares
$550K · 5K shares
$548K · 22K shares
$546K · 6K shares
$532K · 3K shares
$531K · 10K shares
$530K · 6K shares
$524K · 9K shares
$520K · 4K shares
$519K · 2K shares
$517K · 18K shares
$512K · 3K shares
$509K · 4K shares
$507K · 5K shares
$502K · 7K shares
$501K · 3K shares
$497K · 7K shares
$495K · 14K shares
$491K · 4K shares
$484K · 6K shares
$483K · 5K shares
$478K · 11K shares
$476K · 21K shares
$471K · 2K shares
$470K · 7K shares
$460K · 6K shares
$456K · 3K shares
$446K · 4K shares
$441K · 4K shares
$441K · 3K shares
$439K · 2K shares
$438K · 5K shares
$424K · 2K shares
$417K · 4K shares
$415K · 18K shares
$413K · 3K shares
$410K · 7K shares
$407K · 4K shares
$395K · 1K shares
$391K · 5K shares
$388K · 1K shares
$388K · 3K shares
$382K · 12K shares
$382K · 12K shares
$380K · 5K shares
$378K · 431 shares
$373K · 8K shares
$369K · 7K shares
$369K · 5K shares
$367K · 2K shares
$366K · 7K shares
$366K · 1K shares
$361K · 4K shares
$361K · 6K shares
$359K · 7K shares
$358K · 27K shares
$355K · 1K shares
$354K · 4K shares
$352K · 15K shares
$350K · 4K shares
$350K · 7K shares
$349K · 2K shares
$349K · 10K shares
$345K · 15K shares
$344K · 322 shares
$344K · 3K shares
$340K · 3K shares
$331K · 3K shares
$324K · 4K shares
$323K · 4K shares
$321K · 14K shares
$317K · 14K shares
$316K · 4K shares
$313K · 5K shares
$309K · 2K shares
$308K · 1K shares
$308K · 5K shares
$304K · 5K shares
$304K · 3K shares
$302K · 2K shares
$302K · 783 shares
$301K · 4K shares
$299K · 4K shares
$298K · 7K shares
$298K · 2K shares
$296K · 12K shares
$293K · 6K shares
$288K · 3K shares
$286K · 15K shares
$282K · 2K shares
$282K · 30K shares
$278K · 2K shares
$278K · 4K shares
$278K · 6K shares
$277K · 4K shares
$276K · 4K shares
$275K · 1K shares
$274K · 2K shares
$273K · 1K shares
$270K · 2K shares
$270K · 3K shares
$266K · 3K shares
$264K · 7K shares
$264K · 4K shares
$262K · 8K shares
$259K · 9K shares
$258K · 4K shares
$258K · 2K shares
$258K · 7K shares
$256K · 4K shares
$253K · 3K shares
$252K · 11K shares
$252K · 4K shares
$251K · 2K shares
$250K · 17K shares
$249K · 6K shares
$248K · 3K shares
$248K · 860 shares
$247K · 4K shares
$247K · 17K shares
$245K · 5K shares
$243K · 2K shares
$235K · 4K shares
$234K · 8K shares
$233K · 4K shares
$231K · 2K shares
$230K · 5K shares
$229K · 4K shares
$227K · 2K shares
$225K · 5K shares
$225K · 3K shares
$221K · 899 shares
$220K · 2K shares
$218K · 1K shares
$218K · 10K shares
$218K · 2K shares
$217K · 2K shares
$217K · 941 shares
$216K · 1K shares
$216K · 745 shares
$215K · 14K shares
$215K · 5K shares
$213K · 2K shares
$212K · 2K shares
$212K · 6K shares
$212K · 2K shares
$211K · 4K shares
$211K · 5K shares
$211K · 2K shares
$211K · 10K shares
$211K · 438 shares
$210K · 8K shares
$210K · 349 shares
$210K · 930 shares
$209K · 3K shares
$209K · 5K shares
$209K · 2K shares
$207K · 773 shares
$205K · 2K shares
$203K · 8K shares
$202K · 1K shares
$201K · 2K shares
$200K · 12K shares
$151K · 25K shares
$151K · 12K shares
$124K · 12K shares
$114K · 12K shares
$106K · 18K shares
$69K · 11K shares
$65K · 33K shares
$56K · 10K shares
$52K · 12K shares
$49K · 25K shares
$40K · 12K shares
$39K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 210 | $270.0M | 60.1% |
| Technology | 28 | $59.0M | 13.1% |
| Unknown | 22 | $23.7M | 5.3% |
| Healthcare | 12 | $18.1M | 4.0% |
| Consumer Defensive | 12 | $17.4M | 3.9% |
| Consumer Cyclical | 17 | $16.2M | 3.6% |
| Industrials | 23 | $14.2M | 3.2% |
| Energy | 12 | $13.6M | 3.0% |
| Communication Services | 7 | $8.8M | 2.0% |
| Basic Materials | 6 | $3.7M | 0.8% |
| Utilities | 4 | $2.6M | 0.6% |
| Real Estate | 5 | $1.8M | 0.4% |