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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 20  ·  394 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 +31.1%
2 AAPL APPLE INC Technology 59,491.0 $17.2M 3.26% $289.36 +7.9%
3 VOO VANGUARD INDEX FDS 23,595.0 $16.2M 3.07% -600.0 -2.5% $686.81 +2.3%
4 VEA VANGUARD TAX-MANAGED FDS 146,976.0 $10.5M 1.98% -2K -1.6% $71.25 +2.6%
5 SGOV ISHARES TR 102,152.0 $10.3M 1.95% +5K +5.2% $100.67 -0.0%
6 VYM VANGUARD WHITEHALL FDS 64,209.0 $10.1M 1.92% +390.0 +0.6% $158.03 +4.3%
7 J P MORGAN EXCHANGE TRADED F 157,208.0 $8.0M 1.51% +15K +10.7% $50.57
8 IBM INTERNATIONAL BUSINESS MACHS Technology 24,630.0 $6.9M 1.31% -177.0 -0.7% $281.21 -17.0%
9 JNJ JOHNSON & JOHNSON Healthcare 25,888.0 $6.6M 1.25% $253.97 +7.4%
10 SCHG SCHWAB STRATEGIC TR 187,661.0 $6.4M 1.20% -3K -1.6% $33.84 +4.3%
11 IJR ISHARES TR 40,827.0 $6.1M 1.15% -944.0 -2.3% $148.31 -1.0%
12 CAT CATERPILLAR INC Industrials 5,429.0 $5.8M 1.09% -54.0 -1.0% $1064.81 -23.9%
13 FBND FIDELITY MERRIMACK STR TR 125,143.0 $5.7M 1.08% +10K +8.6% $45.49 -1.1%
14 PG PROCTER & GAMBLE CO Consumer Defensive 37,709.0 $5.5M 1.05% -539.0 -1.4% $146.64 -0.5%
15 BDYN BLACKROCK ETF TRUST 184,677.0 $5.1M 0.97% -5K -2.5% $27.74 +1.4%
16 MGK VANGUARD WORLD FD 56,857.0 $5.0M 0.95% +46K +411.7% $87.91 +0.9%
17 SPTS SPDR SERIES TRUST 154,101.0 $4.5M 0.85% +20K +14.7% $29.01 -0.1%
18 VZ VERIZON COMMUNICATIONS INC Communication Services 105,030.0 $4.4M 0.84% -16K -12.9% $42.34 +18.4%
19 JEPI J P MORGAN EXCHANGE TRADED F 78,706.0 $4.4M 0.84% +3K +4.0% $56.48 +2.7%
20 QQQ INVESCO QQQ TR Financial Services 5,910.0 $4.4M 0.82% -537.0 -8.3% $736.40 -3.8%
Page 1 of 20  ·  394 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%