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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 1 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 47,908.0 $17.9M 3.38% -437.0 -0.9% $373.02 +30.6%
2 VOO VANGUARD INDEX FDS 23,595.0 $16.2M 3.07% -600.0 -2.5% $686.81 +2.2%
3 VEA VANGUARD TAX-MANAGED FDS 146,976.0 $10.5M 1.98% -2K -1.6% $71.25 +2.5%
4 IBM INTERNATIONAL BUSINESS MACHS Technology 24,630.0 $6.9M 1.31% -177.0 -0.7% $281.21 -17.8%
5 SCHG SCHWAB STRATEGIC TR 187,661.0 $6.4M 1.20% -3K -1.6% $33.84 +3.9%
6 IJR ISHARES TR 40,827.0 $6.1M 1.15% -944.0 -2.3% $148.31 -1.0%
7 CAT CATERPILLAR INC Industrials 5,429.0 $5.8M 1.09% -54.0 -1.0% $1064.81 -23.8%
8 PG PROCTER & GAMBLE CO Consumer Defensive 37,709.0 $5.5M 1.05% -539.0 -1.4% $146.64 -0.0%
9 BDYN BLACKROCK ETF TRUST 184,677.0 $5.1M 0.97% -5K -2.5% $27.74 +1.5%
10 VZ VERIZON COMMUNICATIONS INC Communication Services 105,030.0 $4.4M 0.84% -16K -12.9% $42.34 +18.4%
11 QQQ INVESCO QQQ TR Financial Services 5,910.0 $4.4M 0.82% -537.0 -8.3% $736.40 -4.1%
12 VIOV VANGUARD ADMIRAL FDS INC 34,908.0 $4.1M 0.78% -284.0 -0.8% $117.33 +0.9%
13 QQQM INVESCO EXCH TRADED FD TR II 12,756.0 $3.9M 0.73% -448.0 -3.4% $302.96 -4.0%
14 XOM EXXON MOBIL CORP Energy 26,141.0 $3.6M 0.68% -475.0 -1.8% $136.72 +20.0%
15 VTV VANGUARD INDEX FDS 15,339.0 $3.3M 0.63% -822.0 -5.1% $217.94 +4.0%
16 VWO VANGUARD INTL EQUITY INDEX F 55,388.0 $3.3M 0.63% -2K -3.1% $59.69 +0.5%
17 BDVL BLACKROCK ETF TRUST 123,131.0 $3.2M 0.61% -718.0 -0.6% $25.98 +2.5%
18 VTI VANGUARD INDEX FDS 8,484.0 $3.1M 0.59% -171.0 -2.0% $370.03 +1.9%
19 VIOO VANGUARD ADMIRAL FDS INC 20,548.0 $2.8M 0.54% -701.0 -3.3% $137.54 -1.1%
20 VB VANGUARD INDEX FDS 9,119.0 $2.8M 0.52% -96.0 -1.0% $303.12 -0.1%
Page 1 of 7  ·  138 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%