SILVERLAKE WEALTH MANAGEMENT LLC
•CIK: 1966026•Filing: Q4 2025
**SILVERLAKE WEALTH MANAGEMENT LLC** manages $449M across a diversified portfolio of 358 positions. The fund maintains significant exposure to mega-cap technology and established indices, highlighted by top holdings in MSFT ($23.7M) and AAPL ($16.3M). Notable allocations also include broad market ETFs such as VOO ($13.2M) and VYM ($9.2M), alongside fixed-income stability via SGOV ($8.4M). This structure suggests a core focus on blue-chip growth coupled with defensive asset allocation.
Total AUM
$445.1M
QoQ Performance
+9.2%
Positions
233
Top 10 Concentration
25.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.3%
AAPL3.7%
VOO3.0%
VYM2.1%
SGOV1.9%
IBM1.6%
VEA1.5%
SCHG1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.1%
Technology13.9%
Healthcare4.1%
ETF3.8%
Consumer3.3%
Financial3.1%
Industrial1.7%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
+141 more exited positions
Changes from Q3 2025
NEW3 new positions
↑133 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023