BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

SILVERLAKE WEALTH MANAGEMENT LLC

· CIK 0001966026
13F Portfolio $449M AUM 358 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New
Page 15 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IJS ISHARES TR 2,416.0 $275K 0.06% NEW $113.73 +9.8%
282 ADI ANALOG DEVICES INC Technology 1,008.0 $273K 0.06% NEW $271.27 +54.1%
283 MPC MARATHON PETE CORP Energy 1,662.0 $270K 0.06% NEW $162.68 +58.4%
284 CL COLGATE PALMOLIVE CO Consumer Defensive 3,417.0 $270K 0.06% NEW $79.02 +13.5%
285 EMB ISHARES TR 2,771.0 $267K 0.06% NEW $96.27 -2.0%
286 VXUS VANGUARD STAR FDS 3,508.0 $265K 0.06% NEW $75.45 +9.7%
287 INTC INTEL CORP Technology 7,157.0 $264K 0.06% NEW $36.90 +191.8%
288 DKNG DRAFTKINGS INC NEW Consumer Cyclical 7,625.0 $263K 0.06% NEW $34.46 -25.2%
289 WBD WARNER BROS DISCOVERY INC Communication Services 9,009.0 $260K 0.06% NEW $28.82 -6.2%
290 MFC MANULIFE FINL CORP Financial Services 7,138.0 $259K 0.06% NEW $36.28 +4.2%
291 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3,977.0 $259K 0.06% NEW $65.09 -22.9%
292 VLO VALERO ENERGY CORP Energy 1,586.0 $258K 0.06% NEW $162.74 +57.5%
293 XMVM INVESCO EXCHANGE TRADED FD T 4,000.0 $257K 0.06% NEW $64.16 +5.0%
294 ONEQ FIDELITY COMWLTH TR 2,776.0 $254K 0.06% NEW $91.38 +12.1%
295 XLG INVESCO EXCHANGE TRADED FD T 4,265.0 $253K 0.06% NEW $59.28 +6.8%
296 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 10,821.0 $252K 0.06% NEW $23.32 +6.6%
297 OSK OSHKOSH CORP Industrials 2,000.0 $251K 0.06% NEW $125.63 -5.7%
298 UUUU ENERGY FUELS INC Energy 17,196.0 $250K 0.06% NEW $14.54 +16.1%
299 CALF PACER FDS TR 5,617.0 $249K 0.06% NEW $44.37 +6.3%
300 EWJ ISHARES INC 3,076.0 $248K 0.06% NEW $80.73 +11.7%
Page 15 of 18  ·  358 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 27.9%
Financial Services 21.0%
Healthcare 9.2%
Consumer Defensive 9.0%
Consumer Cyclical 7.4%
Industrials 7.2%
Communication Services 7.1%
Energy 7.0%
Basic Materials 1.9%
Utilities 1.3%