Silverlake Wealth Management LLC Portfolio Holdings

Silverlake Wealth Management LLC

  • $412 Billion
  • Q3 2025

Silverlake Wealth Management LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $412 Billion distributed in 345 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.2B, Apple Inc. with a value of $15.8B, Vanguard Index Fds S&P 500 ETF with a value of $9.74B, Vanguard Whitehall Fds (Vangua with a value of $7.54B, and International Business Machines Corp with a value of $6.79B.

Examining the 13F form we can see an increase of $67.9B in the current position value, from $344B to 412B.

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 $412 Billion
ETFs: $202 Billion
Technology: $55.5 Billion
Financial Services: $25.7 Billion
Consumer Defensive: $19.5 Billion
Healthcare: $16 Billion
Consumer Cyclical: $14.1 Billion
Energy: $14 Billion
Communication Services: $13.6 Billion
Other: $18.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$669 Million 0.16% of portfolio
2,791
Q3 2025 Added 123.64%
$0
$640 Million 0.16% of portfolio
9,405
Q3 2025 Reduced 47.34%
$0
$617 Million 0.15% of portfolio
5,903
Q3 2025 Reduced 15.37%
$0
$600 Million 0.15% of portfolio
10,430
Q3 2025 Reduced 50.32%
Ge Vernova Inc
-
$614 Million 0.15% of portfolio
-
Q3 2025 Reduced 2.92%
$105B
$619 Million 0.15% of portfolio
8,211
Q3 2025 Added 0.4%
$294B
$606 Million 0.15% of portfolio
8,851
Q3 2025 Reduced 3.54%
$243B
$614 Million 0.15% of portfolio
3,787
Q3 2025 Reduced 3.57%
$146B
$605 Million 0.15% of portfolio
2,408
Q3 2025 Reduced 2.71%
$170B
$566 Million 0.14% of portfolio
3,913
Q3 2025 Reduced 0.61%
$0
$589 Million 0.14% of portfolio
1,980
Q3 2025 Added 13.6%
$375B
$597 Million 0.14% of portfolio
3,273
Q3 2025 Reduced 21.44%
$1.51T
$570 Million 0.14% of portfolio
2,042
Q3 2025 Added 15.37%
$0
$571 Million 0.14% of portfolio
6,851
Q3 2025 Added 2.71%
$52.5B
$575 Million 0.14% of portfolio
48,085
Q3 2025 Added 1.75%
$0
$569 Million 0.14% of portfolio
2,851
Q3 2025 Added 0.14%
$0
$518 Million 0.13% of portfolio
4,684
Q3 2025 New
$84.4B
$522 Million 0.13% of portfolio
4,008
Q3 2025 Added 0.17%
$3.44B
$551 Million 0.13% of portfolio
68,913
Q3 2025 Added 14.02%
$0
$555 Million 0.13% of portfolio
32,858
Q2 2025 Added 75.06%
$277B
$542 Million 0.13% of portfolio
1,631
Q3 2025 Reduced 7.17%
$0
$532 Million 0.13% of portfolio
21,769
Q2 2024 Reduced 5.02%
$195B
$541 Million 0.13% of portfolio
5,328
Q3 2025 Reduced 5.13%
$263B
$527 Million 0.13% of portfolio
3,152
Q3 2025 Reduced 7.27%
$0
$521 Million 0.13% of portfolio
2,984
Q3 2025 Added 2.54%
$147B
$520 Million 0.13% of portfolio
5,322
Q3 2025 Reduced 1.63%
$37B
$543 Million 0.13% of portfolio
9,562
Q3 2025 Added 0.06%
$0
$517 Million 0.13% of portfolio
9,450
Q1 2025 Reduced 3.6%
$57.9B
$485 Million 0.12% of portfolio
6,176
Q3 2025 Reduced 0.95%
$0
$497 Million 0.12% of portfolio
5,560
Q3 2025 Reduced 35.24%
$84.7B
$488 Million 0.12% of portfolio
2,295
Q3 2025 Added 0.09%
$103B
$488 Million 0.12% of portfolio
2,859
Q3 2025 Reduced 4.12%
$0
$511 Million 0.12% of portfolio
8,077
Q3 2025 New
$0
$483 Million 0.12% of portfolio
17,299
Q3 2025 Reduced 60.94%
Invesco Actively Managed Exc
-
$498 Million 0.12% of portfolio
-
Q3 2025 Added 8.35%
$0
$511 Million 0.12% of portfolio
4,173
Q3 2025 Added 0.31%
$79.5B
$509 Million 0.12% of portfolio
7,867
Q3 2025 Reduced 4.04%
$74.4B
$482 Million 0.12% of portfolio
5,873
Q3 2025 Reduced 0.94%
$200B
$484 Million 0.12% of portfolio
3,447
Q3 2025 Reduced 3.42%
$0
$475 Million 0.12% of portfolio
3,841
Q3 2025 Reduced 4.86%
$327B
$492 Million 0.12% of portfolio
5,869
Q3 2025 Reduced 1.28%
Tortoise Capital Series Trus
-
$476 Million 0.12% of portfolio
-
Q3 2025 Added 0.22%
$0
$486 Million 0.12% of portfolio
5,109
Q3 2025 Reduced 13.47%
$93.2B
$443 Million 0.11% of portfolio
2,853
Q3 2025 Added 0.04%
$135B
$471 Million 0.11% of portfolio
2,236
Q3 2025 Reduced 2.02%
Sila Realty Trust Inc
-
$452 Million 0.11% of portfolio
-
Q3 2025 Added 0.34%
$0
$423 Million 0.1% of portfolio
4,255
Q3 2025 New
$0
$417 Million 0.1% of portfolio
4,050
Q3 2025 Added 71.68%
$127B
$433 Million 0.1% of portfolio
4,542
Q3 2025 Reduced 1.33%

Summary

  • Portfolio
  • No. of Stocks 345
  • Current Value $412 Billion
  • Prior Value $344 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
Track This Portfolio

Track Silverlake Wealth Management LLC Portfolio

Follow Silverlake Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silverlake Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silverlake Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email