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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 9 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TT TRANE TECHNOLOGIES PLC Industrials 1,787.0 $878K 0.17% $491.16 -8.4%
162 BA BOEING CO Industrials 4,041.0 $875K 0.17% $216.47 -2.8%
163 CVS CVS HEALTH CORP Healthcare 8,159.0 $844K 0.16% -104.0 -1.3% $103.45 -9.9%
164 AXON AXON ENTERPRISE INC Industrials 1,500.0 $841K 0.16% $560.61 +7.3%
165 IEUR ISHARES TR 11,185.0 $841K 0.16% -6K -35.9% $75.17 +4.3%
166 PYLD PIMCO ETF TR 31,066.0 $824K 0.16% +894.0 +3.0% $26.52 -1.2%
167 INTC INTEL CORP Technology 5,896.0 $823K 0.16% -1K -17.6% $139.63 -37.1%
168 IVW ISHARES TR 5,925.0 $815K 0.15% +164.0 +2.9% $137.52 +0.5%
169 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 20,554.0 $813K 0.15% -25K -54.7% $39.57 +15.5%
170 ACWX ISHARES TR 10,683.0 $813K 0.15% +2K +23.8% $76.11 +1.8%
171 AMD ADVANCED MICRO DEVICES INC Technology 1,398.0 $812K 0.15% +85.0 +6.5% $580.91 -21.0%
172 MBB ISHARES TR 8,476.0 $801K 0.15% +2K +23.5% $94.52 -1.3%
173 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,676.0 $800K 0.15% -59.0 -3.4% $477.57 -14.1%
174 PSA PUBLIC STORAGE Real Estate 2,506.0 $798K 0.15% +88.0 +3.6% $318.35 +1.7%
175 XLE SELECT SECTOR SPDR TR 14,846.0 $788K 0.15% +5K +45.3% $53.11 +18.7%
176 EFV ISHARES TR 10,249.0 $785K 0.15% -918.0 -8.2% $76.55 +7.4%
177 DAL DELTA AIR LINES INC Industrials 8,344.0 $782K 0.15% -443.0 -5.0% $93.66 -11.8%
178 JEPQ J P MORGAN EXCHANGE TRADED F 12,628.0 $776K 0.15% +166.0 +1.3% $61.46 -3.1%
179 DUK DUKE ENERGY CORP NEW Utilities 5,959.0 $754K 0.14% +279.0 +4.9% $126.59 -3.6%
180 C CITIGROUP INC Financial Services 5,365.0 $751K 0.14% $139.97 -5.6%
Page 9 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%