SILVERLAKE WEALTH MANAGEMENT LLC

Est. AUM

$467.4M

13F long equity, this entity only

Positions

374

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$17.9M	48345	3.83%	SOLE
2	APPLE INC	COM	$15.2M	59764	3.24%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.5M	24195	3.09%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.6M	149353	2.05%	SOLE
5	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.5M	63819	2.02%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.2M	141959	1.54%	SOLE
7	JOHNSON & JOHNSON	COM	$6.3M	25854	1.35%	SOLE
8	VERIZON COMMUNICATIONS INC	COM	$6.1M	120581	1.29%	SOLE
9	INTERNATIONAL BUSINESS MACHS	COM	$6.0M	24807	1.29%	SOLE
10	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.6M	190628	1.19%	SOLE
11	PROCTER & GAMBLE CO	COM	$5.5M	38248	1.18%	SOLE
12	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.3M	115196	1.12%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$5.2M	41771	1.11%	SOLE
14	BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$4.6M	189364	0.98%	SOLE
15	EXXON MOBIL CORP	COM	$4.5M	26616	0.97%	SOLE
16	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.3M	75660	0.92%	SOLE
17	VANGUARD WORLD FD	MEGA GRWTH IND	$4.1M	11111	0.87%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	134336	0.84%	SOLE
19	CATERPILLAR INC	COM	$3.9M	5483	0.83%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$3.7M	6447	0.80%	SOLE
21	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$3.6M	35192	0.77%	SOLE
22	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$3.6M	95259	0.76%	SOLE
23	VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.5M	24439	0.76%	SOLE
24	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.3M	77192	0.70%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	122799	0.69%	SOLE
26	VANGUARD INDEX FDS	VALUE ETF	$3.2M	16161	0.68%	SOLE
27	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.1M	13204	0.67%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	57153	0.66%	SOLE
29	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.1M	41692	0.66%	SOLE
30	BLACKROCK ETF TRUST	DISCIPLINED VOLA	$3.1M	123849	0.65%	SOLE
31	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.0M	154878	0.65%	SOLE
32	AMERICAN CENTY ETF TR	US EQT ETF	$3.0M	27269	0.65%	SOLE
33	AT&T INC	COM	$2.9M	100754	0.62%	SOLE
34	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$2.9M	80534	0.62%	SOLE
35	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	95076	0.62%	SOLE
36	SPDR GOLD TR	GOLD SHS	$2.9M	6684	0.62%	SOLE
37	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$2.8M	144239	0.60%	SOLE
38	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.8M	137236	0.60%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	8655	0.59%	SOLE
40	CHEVRON CORPORATION	COM	$2.8M	13312	0.59%	SOLE
41	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.7M	80616	0.58%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	93405	0.57%	SOLE
43	STATE STR SPDR S&P 500 ETF TCALL	CALL	$2.6M	4000	0.56%	SOLE
44	HOME DEPOT INC	COM	$2.5M	7713	0.54%	SOLE
45	MERCK & CO INC	COM	$2.5M	20871	0.54%	SOLE
46	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$2.5M	46028	0.53%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$2.5M	2464	0.53%	SOLE
48	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$2.4M	21249	0.52%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$2.4M	130080	0.52%	SOLE
50	VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	9215	0.52%	SOLE

1–50 of 374

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.