Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SILVERLAKE WEALTH MANAGEMENT LLC (CIK 1966026) reported $479.3M across 372 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($17.9M, 3.73%), AAPL ($15.2M, 3.16%), VOO ($14.5M, 3.02%), SGOV ($9.8M, 2.04%), VEA ($9.6M, 2.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.9M | 3.73% | 48,345 | Trimmed |
| 2 | AAPL | APPLE INC | $15.2M | 3.16% | 59,764 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $14.5M | 3.02% | 24,195 | Added |
| 4 | SGOV | ISHARES TR | $9.8M | 2.04% | 97,063 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $9.6M | 2.00% | 149,353 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $9.5M | 1.97% | 63,819 | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $7.2M | 1.50% | 141,959 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $6.3M | 1.32% | 25,854 | Trimmed |
| 9 | VZ | VERIZON COMMUNICATIONS INC | $6.1M | 1.26% | 120,581 | Trimmed |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | $6.0M | 1.25% | 24,807 | Added |
| 11 | SCHG | SCHWAB STRATEGIC TR | $5.6M | 1.16% | 190,628 | Trimmed |
| 12 | PG | PROCTER & GAMBLE CO | $5.5M | 1.15% | 38,248 | Hold |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $5.3M | 1.10% | 115,196 | Added |
| 14 | IJR | ISHARES TR | $5.2M | 1.08% | 41,771 | Added |
| 15 | DYNF | BLACKROCK ETF TRUST | $4.6M | 0.96% | 189,364 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $4.5M | 0.94% | 26,616 | Trimmed |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 0.89% | 75,660 | Trimmed |
| 18 | MGK | VANGUARD WORLD FD | $4.1M | 0.85% | 11,111 | Added |
| 19 | SPTS | SPDR SERIES TRUST | $3.9M | 0.82% | 134,336 | Added |
| 20 | CAT | CATERPILLAR INC | $3.9M | 0.81% | 5,483 | Added |
| 21 | QQQ | INVESCO QQQ TR | $3.7M | 0.78% | 6,447 | Trimmed |
| 22 | VIOV | VANGUARD ADMIRAL FDS INC | $3.6M | 0.75% | 35,192 | Added |
| 23 | FELG | FIDELITY COVINGTON TRUST | $3.6M | 0.75% | 95,259 | Added |
| 24 | MGV | VANGUARD WORLD FD | $3.5M | 0.74% | 24,439 | Added |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.3M | 0.69% | 77,192 | Added |
Source: SEC Form 13F filings · as of 2026-03-31