SilverLake Wealth Management LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held 398 separate equity positions at the end of the third quarter.
The filing provides a detailed list of the individual securities held. The largest position disclosed was Microsoft Corporation, with 24,776,389 shares. Other notable equity holdings include Procter & Gamble Co. (37,171 shares), Coca-Cola Co. (28,502 shares), and Costco Wholesale Corporation (2,442 shares). The portfolio also includes significant investments in exchange-traded funds, such as the Vanguard S&P 500 ETF Shares (23,588 shares) and the iShares Core S&P Small-Cap ETF (40,244 shares).
The document lists the specific number of shares for each security held, ranging from single digits to millions of shares, across a diverse mix of large-cap stocks, technology companies, and various ETFs tracking different market indices and sectors.
