StockDriftsStockDriftsTop 50 Silverlake Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.42% | 47.9K | $17.9M | -0.90%(-437) | $334.72(+45.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.29% | 59.5K | $17.2M | -0.46%(-273) | $173.52(+75.99%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.1% | 23.6K | $16.2M | -2.48%(-600) | $589.49(+20.90%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2% | 147.0K | $10.5M | -1.59%(-2.38K) | $58.92(+25.60%) | 2026-06-30 | |
| SGOV | ISHARES TR | 1.97% | 102.2K | $10.3M | +5.24%(+5.09K) | $100.60(-0.04%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.94% | 64.2K | $10.1M | +0.61%(+390) | $123.86(+34.24%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.52% | 157.2K | $8.0M | +10.74%(+15.25K) | $50.53(-0.05%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.32% | 24.6K | $6.9M | -0.71%(-177) | $142.42(+61.96%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.26% | 25.9K | $6.6M | +0.13%(+34) | $166.88(+56.07%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.21% | 187.7K | $6.4M | -1.56%(-2.97K) | $21.64(+64.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.21% | +37.53% | — | — | +28.03% |
| Top 20 Holdings Unweighted | +11.50% | +38.62% | — | — | +30.84% |
Silverlake Wealth Management LLC reports $527.97M in US-listed equity holdings across 391 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.4%), AAPL (3.3%) and VOO (3.1%). The top 20 holdings account for 30.77% of reported assets. Its disclosed equity book has returned +37.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silverlake Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966026). View Silverlake Wealth Management LLC’s 13F filings on SEC