Silverlake Wealth Management LLC has filed its 13F form on August 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $344 Billion distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $24.3B, Apple Inc. with a value of $12.1B, International Business Machines Corp with a value of $7.17B, Procter & Gamble CO with a value of $6.19B, and Verizon Communications Inc with a value of $5.44B.

Examining the 13F form we can see an increase of $79.4B in the current position value, from $265B to 344B.

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 $344 Billion
ETFs: $162 Billion
Technology: $49.6 Billion
Financial Services: $23.2 Billion
Consumer Defensive: $20.2 Billion
Healthcare: $14.6 Billion
Energy: $13.6 Billion
Communication Services: $12.8 Billion
Consumer Cyclical: $12.6 Billion
Other: $16.7 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $344 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 66 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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