13F Filings History of SILVERLAKE WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$445,083,597
Signature - Title
Jeffrey Steele - Chief Compliance Officer
Location
Williston, VT
Summary
This page shows a list of all the recent 13F filings made by SILVERLAKE WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVERLAKE WEALTH MANAGEMENT LLC reported 356 stock holdings with total value $445,083,597 as of Q4 2025. Top holdings included MSFT, AAPL, VOO, VYM, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 356 $445,083,597 +$45,418,647 -$12,152,057 +$33,266,590 MSFT, AAPL, VOO, VYM, SGOV 13F-HR 09 Jan 2026, 16:56
Q3 2025 343 $407,427,081 +$69,785,075 -$22,883,651 +$46,901,424 MSFT, AAPL, VOO, VYM, IBM 13F-HR 27 Oct 2025, 19:05
Q2 2025 316 $339,764,671 +$70,928,846 -$8,190,650 +$62,738,196 MSFT, AAPL, IBM, PG, VZ 13F-HR 25 Aug 2025, 13:37
Q1 2025 260 $260,598,797 +$14,234,079 -$10,381,150 +$3,852,929 MSFT, AAPL, PG, IBM, VZ 13F-HR 30 Apr 2025, 09:06
Q4 2024 266 $258,527,189 +$22,096,469 -$15,999,586 +$6,096,883 MSFT, AAPL, PG, IBM, VZ 13F-HR 27 Jan 2025, 09:59
Q3 2024 275 $260,150,367 +$17,582,567 -$16,494,145 +$1,088,422 MSFT, AAPL, PG, IBM, VZ 13F-HR 10 Oct 2024, 11:45
Q2 2024 282 $243,858,704 +$52,505,552 -$6,217,257 +$46,288,295 MSFT, AAPL, PG, VZ, SCHG 13F-HR 02 Aug 2024, 06:39
Q1 2024 242 $196,497,137 +$18,601,290 -$14,515,816 +$4,085,474 MSFT, AAPL, PG, IBM, JNJ 13F-HR 18 Apr 2024, 12:53
Q4 2023 228 $181,404,856 +$10,670,351 -$22,915,142 -$12,244,791 MSFT, AAPL, PG, IBM, JNJ 13F-HR 22 Jan 2024, 09:22
Q3 2023 227 $178,128,704 +$14,097,108 -$8,653,469 +$5,443,639 MSFT, AAPL, PG, JNJ, JPST 13F-HR 10 Oct 2023, 14:03
Q2 2023 227 $179,890,346 +$15,114,058 -$7,034,730 +$8,079,328 MSFT, AAPL, PG, JPST, JNJ 13F-HR 25 Jul 2023, 14:54
Q1 2023 215 $164,895,843 +$6,759,781 -$7,457,919 -$698,138 MSFT, AAPL, JPST, PG, JNJ 13F-HR 12 Apr 2023, 20:03
Q4 2022 213 $160,361,351 +$7,965,231 -$8,278,439 -$313,208 MSFT, AAPL, JPST, PG, JNJ 13F-HR 15 Feb 2023, 17:55
Q3 2022 206 $147,669,306 +$10,356,004 -$5,114,615 +$5,241,389 MSFT, AAPL, JPST, PG, JNJ 13F-HR 06 Apr 2023, 14:37
Q2 2022 207 $153,285,660 +$10,013,827 -$10,437,409 -$423,582 MSFT, AAPL, PG, JNJ, JPST 13F-HR 06 Apr 2023, 14:31
Q1 2022 224 $175,076,534 +$14,693,128 -$18,409,281 -$3,716,153 MSFT, AAPL, PG, JNJ, JPST 13F-HR 06 Apr 2023, 14:26
Q4 2021 232 $185,934,076 $0 $0 $0 MSFT, AAPL, PG, JNJ, HD 13F-HR 06 Apr 2023, 14:16