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AI & tech investing

SILVERLAKE WEALTH MANAGEMENT LLC

CIK 1966026

13F filing for Q2 2026・No. 3,773

Holdings
US$527.97M
Quarter change
+US$48.68M
Entries
394
Net bought (estimate)
+US$9.76M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 39
  • Sold out 22
  • Cut 148
  • Added 176
  • Corporate actions 2
  • Unchanged 28

Largest holdings

391 stocks worth US$522.97M, options and bonds left out.

StockThis quarterValueWeight
MSFTMicrosoftCOMCutUS$17.87M3.42%
AAPLAppleCOMCutUS$17.21M3.29%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSCutUS$16.21M3.10%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTCutUS$10.47M2.00%
ISHARES TR0-3 MTH TREASURYAddedUS$10.28M1.97%
VANGUARD WHITEHALL FDSHIGH DIV YLDAddedUS$10.15M1.94%
JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETFAddedUS$7.95M1.52%
INTERNATIONAL BUSINESS MACHSCOMCutUS$6.93M1.32%
JNJJOHNSON & JOHNSONCOMAddedUS$6.57M1.26%
SCHWAB STRATEGIC TRUS LCAP GR ETFCutUS$6.35M1.21%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.