SILVERLAKE WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Williston, VT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 479,288
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 377 | 479,288 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| Q4 2025 | 1/9/2026 | 358 | 449,394 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| Q3 2025 | 10/28/2025 | 345 | 411,956 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
| Q2 2025 | 8/25/2025 | 318 | 344,046 | 13F-HR | SILVERLAKE WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.305 K
(1.1% of total reported value)
· QoQ Δ:
+994
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.5 K | 44.9% | 0 | 139.4 K | -139.4 K |
| ETFs | 255.8 K | 54.0% | 165.9 K | 0 | 165.9 K |
| Debt | 5.291 K | 1.1% | 2.838 K | 0 | 2.838 K |
| Other | 0 | 0.0% | 0 | 512 | -512 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
479,288
Holdings
377
QoQ value change ($000)
29,894
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.