account_balance

Investment manager · 13F filer · SEC CIK 1966026

Silverlake Wealth Management LLC

Reported value$531Mas of Sep 30, 2026
Positions395 26 new, 22 sold out
Top 10 weight22.6%MSFT alone is 5%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 4.7% HeldAAPL Apple Inc. 3.7% Held
VOO Vanguard Index FDS 3.1% Held
VEA Vanguard Tax-Managed FDS 2.0% Held
VYM Vanguard Whitehall FDS 1.9% Held
SGOV iShares Tr 1.9% Trimmed −2%
JPST J P Morgan Exchange Traded F 1.6% Added +8%
SCHG Schwab Strategic Tr 1.3% Added +3%
JNJ Johnson & Johnson 1.3% Held
BBUS J P Morgan Exchange Traded F 1.2% Added +50%
FBND Fidelity Merrimack STR Tr 1.1% Added +4%
IJR iShares Tr 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • BSMR $732K
  • BSMS $700K
  • BSMU $642K
  • BSMQ $596K
arrow_upwardAdded
  • BFLX +150%
  • CORO +116%
  • IUSG +102%
  • DYNF +102%
arrow_downwardTrimmed
  • MTUM −35%
  • SPDW −28%
  • XLI −20%
  • VV −18%
remove_circleSold out
  • SPHQ $1.08M
  • IBMS $702K
  • VLUE $400K
  • AVEM $346K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist