SILVERLAKE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Williston, VT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 449,394
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 358 | 449,394 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| Q3 2025 | 10/28/2025 | 345 | 411,956 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| Q2 2025 | 8/25/2025 | 318 | 344,046 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.311 K
(1.0% of total reported value)
· QoQ Δ:
-218
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 352 K | 79.1% | 24.73 K | 0 | 24.73 K |
| ETFs | 89.85 K | 20.2% | 11.91 K | 0 | 11.91 K |
| Debt | 2.453 K | 0.6% | 456 | 0 | 456 |
| Other | 512 | 0.1% | 260 | 0 | 260 |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
449,394
Holdings
358
QoQ value change ($000)
37,438
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.