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Portfolio (Quarterly) Guide ↗

SILVERLAKE WEALTH MANAGEMENT LLC

· CIK 0001966026
13F Portfolio $528M AUM 394 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 141 Added 138 Reduced 22 Exited
Page 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSEC PROSPECT CAP CORP Financial Services 15,861.0 $37K 0.01% +378.0 +2.4% $2.31 +0.4%
Page 8 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 21.4%
Healthcare 9.8%
Consumer Defensive 9.5%
Industrials 8.7%
Energy 7.6%
Consumer Cyclical 5.5%
Communication Services 5.3%
Utilities 1.8%
Basic Materials 1.4%