Silverlake Wealth Management LLC Portfolio Holdings

Silverlake Wealth Management LLC

  • $449 Billion
  • Q4 2025

Silverlake Wealth Management LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $449 Billion distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.7B, Apple Inc. with a value of $16.3B, Vanguard Index Fds S&P 500 ETF with a value of $13.2B, Vanguard Whitehall Fds (Vangua with a value of $9.21B, and Ishares Trishares 0 3 Mnth Tre with a value of $8.37B.

Examining the 13F form we can see an increase of $37.4B in the current position value, from $412B to 449B.

Silverlake Wealth Management LLC is based out at Williston, VT

Below you can find more details about Silverlake Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $449 Billion
ETFs: $229 Billion
Technology: $55.2 Billion
Financial Services: $28.3 Billion
Healthcare: $18.1 Billion
Consumer Defensive: $17.8 Billion
Consumer Cyclical: $14.7 Billion
Industrials: $14.3 Billion
Communication Services: $14.1 Billion
Other: $19.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41B
$727 Million 0.16% of portfolio
78,097
Q4 2025 Added 13.33%
$9.75B
$310 Million 0.07% of portfolio
1,500
Q1 2024 Reduced 9.75%
$2.45B
$250 Million 0.06% of portfolio
17,196
Q3 2025 Added 52.37%
$8.15B
$251 Million 0.06% of portfolio
2,000
Q2 2025 New
$2.73B
$252 Million 0.06% of portfolio
10,821
Q1 2025 Reduced 4.87%
$6.08B
$206 Million 0.05% of portfolio
1,792
Q4 2025 New
$4.52B
$244 Million 0.05% of portfolio
2,490
Q4 2025 Added 2.05%
$2.36B
$209 Million 0.05% of portfolio
5,366
Q4 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $449 Billion
  • Prior Value $412 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 33 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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