SILVERLAKE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Williston, VT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 527,971
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 394 | 527,971 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| Q1 2026 | 4/15/2026 | 377 | 479,288 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| 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):
5.003 K
(0.9% of total reported value)
· QoQ Δ:
-302
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.2 K | 43.3% | 13.7 K | 0 | 13.7 K |
| ETFs | 290.1 K | 55.5% | 34.27 K | 0 | 34.27 K |
| Debt | 6.675 K | 1.3% | 1.384 K | 0 | 1.384 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
527,971
Holdings
394
QoQ value change ($000)
48,683
(10.2%)
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.