Silverlake Wealth Management LLC has disclosed its latest 13F-HR filing, revealing a total portfolio value of approximately $536 million as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and positions in various securities.
The report highlights significant holdings in well-known companies, including Amazon, Johnson & Johnson, and Procter & Gamble, showcasing a diversified investment approach. The filing indicates that Silverlake Wealth Management is actively managing its portfolio to align with market trends and investment opportunities.
Based in Williston, Vermont, Silverlake Wealth Management LLC operates under the SEC's guidelines for asset management firms. The company has been consistently filing its 13F reports, with the most recent submission made on October 21, 2026, under accession number 0001951757-26-001738.
Background
Silverlake Wealth Management LLC is an asset management firm incorporated in Vermont. The company focuses on managing investments for clients, utilizing a variety of strategies to optimize portfolio performance. The firm has been active in filing its 13F reports, with the latest filing reflecting its investment positions as of the end of September 2026.
What the Filing Says
The filing reveals that Silverlake Wealth Management's total portfolio value stands at $536,101,657, with a total of 398 positions held. The report indicates that the firm has maintained a diverse range of investments across various sectors, which is essential for risk management and capital growth.
Impact
This filing may affect various stakeholders, including investors looking for insights into Silverlake's investment strategies, as well as competitors in the asset management industry. By revealing its holdings, Silverlake provides a glimpse into its market positioning and investment philosophy, which could influence industry trends.
What's Next
The filing does not say what happens next. However, it is expected that Silverlake Wealth Management will continue to monitor its investments and adjust its portfolio as needed in response to market conditions.