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Portfolio (Quarterly) Guide ↗

SILVERLAKE WEALTH MANAGEMENT LLC

· CIK 0001966026
13F Portfolio $479M AUM 377 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 131 Added 114 Reduced 17 Exited
Page 1 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 48,345.0 $17.9M 3.73% -591.0 -1.2% $370.17 +14.4%
2 VYM VANGUARD WHITEHALL FDS 63,819.0 $9.5M 1.97% -335.0 -0.5% $148.10 +5.3%
3 JNJ JOHNSON & JOHNSON Healthcare 25,854.0 $6.3M 1.32% -375.0 -1.4% $244.44 -6.3%
4 VZ VERIZON COMMUNICATIONS INC Communication Services 120,581.0 $6.1M 1.26% -9K -7.0% $50.20 -6.9%
5 SCHG SCHWAB STRATEGIC TR 190,628.0 $5.6M 1.16% -16K -7.6% $29.13 +16.3%
6 BDYN BLACKROCK ETF TRUST 189,364.0 $4.6M 0.96% -2K -1.1% $24.31 +10.6%
7 XOM EXXON MOBIL CORP Energy 26,616.0 $4.5M 0.94% -179.0 -0.7% $169.66 -5.4%
8 JEPI J P MORGAN EXCHANGE TRADED F 75,660.0 $4.3M 0.90% -689.0 -0.9% $56.68 -1.1%
9 QQQ INVESCO QQQ TR Financial Services 6,447.0 $3.7M 0.78% -493.0 -7.1% $577.16 +21.5%
10 BDVL BLACKROCK ETF TRUST 123,849.0 $3.1M 0.64% -11K -7.9% $24.65 +5.0%
11 AVUS AMERICAN CENTY ETF TR 27,269.0 $3.0M 0.63% -2K -5.2% $111.18 +11.1%
12 T AT&T INC Communication Services 100,754.0 $2.9M 0.61% -538.0 -0.5% $28.99 -15.7%
13 GLD SPDR GOLD TR Financial Services 6,684.0 $2.9M 0.60% -182.0 -2.6% $430.28 -2.8%
14 VTI VANGUARD INDEX FDS 8,655.0 $2.8M 0.58% -128.0 -1.5% $320.80 +12.2%
15 CVX CHEVRON CORPORATION Energy 13,312.0 $2.8M 0.57% -366.0 -2.7% $206.90 -5.2%
16 SPTI SPDR SERIES TRUST 93,405.0 $2.7M 0.56% -15K -13.8% $28.66 -1.8%
17 HD HOME DEPOT INC Consumer Cyclical 7,713.0 $2.5M 0.53% -82.0 -1.1% $328.88 -8.8%
18 MRK MERCK & CO INC Healthcare 20,871.0 $2.5M 0.52% -247.0 -1.2% $120.29 -6.4%
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,464.0 $2.5M 0.51% -22.0 -0.9% $996.25 +5.3%
20 IAU ISHARES GOLD TR Financial Services 27,142.0 $2.4M 0.50% -2K -7.9% $88.16 -4.4%
Page 1 of 6  ·  114 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 24.0%
Financial Services 21.6%
Consumer Defensive 9.7%
Healthcare 9.6%
Energy 9.2%
Communication Services 7.4%
Industrials 7.3%
Consumer Cyclical 6.6%
Basic Materials 2.0%
Utilities 1.7%