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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 9 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MU MICRON TECHNOLOGY INC Technology 2,135.0 $721K 0.15% $337.81 +114.2%
162 SUSA ISHARES TR 5,421.0 $716K 0.15% -202.0 -3.6% $132.11 +12.9%
163 JEPQ J P MORGAN EXCHANGE TRADED F 12,462.0 $692K 0.14% +260.0 +2.1% $55.52 +7.5%
164 VGT VANGUARD WORLD FD 991.0 $692K 0.14% $697.95 -83.9%
165 CSCO CISCO SYS INC Technology 8,869.0 $688K 0.14% $77.59 +49.8%
166 HDV ISHARES TR 5,025.0 $682K 0.14% +835.0 +19.9% $135.72 -79.6%
167 PSA PUBLIC STORAGE OPER CO Real Estate 2,418.0 $655K 0.14% -98.0 -3.9% $270.89 +12.6%
168 VOE VANGUARD INDEX FDS 3,547.0 $654K 0.14% +547.0 +18.2% $184.27 +3.9%
169 MBB ISHARES TR 6,865.0 $652K 0.14% -1K -14.3% $94.95 -1.9%
170 IVW ISHARES TR 5,761.0 $652K 0.14% +2K +59.0% $113.12 +19.5%
171 TRIPLE FLAG PRECIOUS METAL 18,483.0 $642K 0.13% NEW $34.71
172 AXON AXON ENTERPRISE INC Industrials 1,500.0 $637K 0.13% $424.69 -8.4%
173 IBMR ISHARES TR 25,042.0 $635K 0.13% NEW $25.35 -0.5%
174 F FORD MTR CO Consumer Cyclical 54,590.0 $630K 0.13% +3K +5.7% $11.54 +12.4%
175 XLE SELECT SECTOR SPDR TR 10,219.0 $626K 0.13% -474.0 -4.4% $61.26 +0.6%
176 VBK VANGUARD INDEX FDS 2,066.0 $624K 0.13% +39.0 +1.9% $302.27 +10.0%
177 TJX TJX COS INC NEW Consumer Cyclical 3,880.0 $620K 0.13% +32.0 +0.8% $159.72 -0.7%
178 BILS SPDR SERIES TRUST 6,159.0 $612K 0.13% -3K -31.9% $99.44 -0.1%
179 XLV SELECT SECTOR SPDR TR 4,165.0 $611K 0.13% -1K -19.6% $146.62 +0.3%
180 IBMQ ISHARES TR 23,877.0 $610K 0.13% +16K +189.9% $25.53 -0.4%
Page 9 of 19  ·  377 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%