Arkolith/Funds/Silverlake Wealth Management LLC

Silverlake Wealth Management LLC

CIK 1966026Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Silverlake Wealth Management LLC holds a diversified book of 391 stocks worth $523.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Carnival Corp Ltd and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 3% of the equity book. They also disclosed $2.8M in put options (a bearish bet) and $2.2M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +27% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.8%
+13.9%/yr · since Oct '24
Their reported book
+22.4%
held from quarter-end
S&P 500
+36.3%
same window
$9K$10K$11K$12K$14KOct '24Feb '25Jul '25Nov '25Mar '26Aug '26
Silverlake Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.4 points over this window.

Growth of $10,000 cloning Silverlake Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
21%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
12%
Financials
5%
Health Care
4%
Consumer Discretionary
3%
Industrials
3%
Materials
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

391 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$17.9M47.9K
3.4%
−0.9%
Reduced · −437 sh
2Apple Inc
COM
$17.2M59.5K
3.3%
−0.5%
Reduced · −273 sh
3Vanguard Index FDS
S&P 500 ETF SHS
$16.2M23.6K
3.1%
−2.5%
Reduced · −600 sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$10.5M147.0K
2.0%
−1.6%
Reduced · −2K sh
5Ishares TR
0-3 MTH TREASURY
$10.3M102.2K
2.0%
+5.2%
Added · +5K sh
6Vanguard Whitehall FDS
HIGH DIV YLD
$10.1M64.2K
1.9%
+0.6%
Added · +390 sh
7J P Morgan Exchange Traded F
ULTRA SHRT ETF
$8.0M157.2K
1.5%
+11%
Added · +15K sh
8International Business Machs
COM
$6.9M24.6K
1.3%
−0.7%
Reduced · −177 sh
9Johnson & Johnson
COM
$6.6M25.9K
1.3%
+0.1%
Added · +34 sh
10Schwab Strategic TR
US LCAP GR ETF
$6.4M187.7K
1.2%
−1.6%
Reduced · −3K sh
11Ishares TR
CORE S&P SCP ETF
$6.1M40.8K
1.2%
−2.3%
Reduced · −944 sh
12Caterpillar Inc
COM
$5.8M5.4K
1.1%
−1.0%
Reduced · −54 sh
13Fidelity Merrimack STR TR
TOTAL BD ETF
$5.7M125.1K
1.1%
+8.6%
Added · +10K sh
14Procter & Gamble Co
COM
$5.5M37.7K
1.1%
−1.4%
Reduced · −539 sh
15BlackRock ETF Trust
DYNAMIC EQTY ACT
$5.1M184.7K
1.0%
−2.5%
Reduced · −5K sh
16Vanguard World FD
MEGA GRWTH IND
$5.0M56.9K
1.0%
+412%
Added · +46K sh
17SPDR Series Trust
ST SHO TREAS ETF
$4.5M154.1K
0.9%
+15%
Added · +20K sh
18Verizon Communications Inc
COM
$4.4M105.0K
0.9%
−13%
Reduced · −16K sh
19J P Morgan Exchange Traded F
EQUITY PREMIUM
$4.4M78.7K
0.9%
+4.0%
Added · +3K sh
20Invesco QQQ TR
UNIT SER 1
$4.4M5.9K
0.8%
−8.3%
Reduced · −537 sh
21Vanguard World FD
MEGA CAP VAL ETF
$4.2M25.5K
0.8%
+4.4%
Added · +1K sh
22Fidelity Covington Trust
ENHANCED LARGE
$4.2M95.0K
0.8%
−0.3%
Reduced · −309 sh
23Vanguard Admiral FDS Inc
SMLCP 600 VAL
$4.1M34.9K
0.8%
−0.8%
Reduced · −284 sh
24Capital Group Dividend Value
SHS CREAT UNIT
$4.1M82.7K
0.8%
+7.2%
Added · +6K sh
25J P Morgan Exchange Traded F
BETABUILDRS US
$4.0M29.8K
0.8%
+51%
Added · +10K sh
26Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$3.9M12.8K
0.7%
−3.4%
Reduced · −448 sh
27SPDR Series Trust
ST LON TREAS ETF
$3.7M140.5K
0.7%
+14%
Added · +18K sh
28Exxon Mobil Corp
COM
$3.6M26.1K
0.7%
−1.8%
Reduced · −475 sh
29Fidelity Covington Trust
ENHANCED LARGE
$3.5M84.1K
0.7%
+4.4%
Added · +4K sh
30American Centy ETF TR
US EQT ETF
$3.5M27.4K
0.7%
+0.7%
Added · +178 sh
31Capital Group GBL Growth Eqt
SHS CREAT UNIT
$3.4M81.0K
0.7%
+0.5%
Added · +411 sh
32Vanguard Index FDS
VALUE ETF
$3.3M15.3K
0.6%
−5.1%
Reduced · −822 sh
33Vanguard BD Index FDS
TOTAL BND MRKT
$3.3M45.1K
0.6%
+8.2%
Added · +3K sh
34Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.3M55.4K
0.6%
−3.1%
Reduced · −2K sh
35Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$3.3M167.5K
0.6%
+8.1%
Added · +13K sh
36Schwab Strategic TR
US DIVIDEND EQ
$3.3M102.7K
0.6%
+8.0%
Added · +8K sh
37BlackRock ETF Trust
DISC VOLA EQ ETF
$3.2M123.1K
0.6%
−0.6%
Reduced · −718 sh
38Vanguard Index FDS
TOTAL STK MKT
$3.1M8.5K
0.6%
−2.0%
Reduced · −171 sh
39Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$3.1M150.1K
0.6%
+9.3%
Added · +13K sh
40J P Morgan Exchange Traded F
ACTIVE BOND ETF
$2.9M53.4K
0.5%
+16%
Added · +7K sh
41Vanguard Admiral FDS Inc
SMLLCP 600 IDX
$2.8M20.5K
0.5%
−3.3%
Reduced · −701 sh
42Vaneck ETF Trust
SEMICONDUCTR ETF
$2.8M4.2K
0.5%
+0.9%
Added · +37 sh
43Merck & Co Inc
COM
$2.8M21.6K
0.5%
+3.5%
Added · +728 sh
44Home Depot Inc
COM
$2.8M7.9K
0.5%
+1.9%
Added · +149 sh
45Vanguard Index FDS
SMALL CP ETF
$2.8M9.1K
0.5%
−1.0%
Reduced · −96 sh
46Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$2.8M141.1K
0.5%
−2.2%
Reduced · −3K sh
47SPDR Series Trust
ST INTER ETF
$2.7M96.1K
0.5%
+2.9%
Added · +3K sh
48Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$2.7M145.7K
0.5%
+12%
Added · +16K sh
49Ishares TR
CORE S&P500 ETF
$2.7M3.6K
0.5%
+35%
Added · +933 sh
50SPDR Series Trust
ST STR P500ETF
$2.6M29.4K
0.5%
+10%
Added · +3K sh
Showing 50 of 391 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$2.8M
Call notional (bullish)$2.2M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSTATE STR SPDR S&P 500 ETF T$2.2M3K
PUT · bearishHOME DEPOT INC$1.6M4K
PUT · bearishS&P GLOBAL INC$1.1M3K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026394$528.0M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026377$479.3M13F-HR
Q4 2025Dec 31, 2025Jan 9, 2026358$449.4M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025345$412.0M13F-HR
Q2 2025Jun 30, 2025Aug 25, 2025318$344.0M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025262$264.6M13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025268$261.0M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024277$264.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.