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Jeffrey Steele

Silverlake Wealth Management Llc

Assets Managed
$479.288M
Holdings
377
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
6.66%(2Q avg: 7.88%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Silverlake Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 377 positions.

Assets under management

The assets under management (AUM) of Silverlake Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 479.288M in assets, with a quarterly growth rate of 6.66% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Jeffrey Steele, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -1.2%
3.74%
$17.896M
48,345 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.25%
3.17%
$15.167M
59,764 shares@ $253.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 14.56%
3.02%
$14.458M
24,195 shares@ $597.56 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 16.4%
2.04%
$9.77M
97,063 shares@ $100.66 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 36.34%
2%
$9.571M
149,353 shares@ $64.09 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.52%
1.98%
$9.452M
63,819 shares@ $148.1 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 28.93%
1.5%
$7.185M
141,959 shares@ $50.62 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.42%
1.32%
$6.32M
25,854 shares@ $244.45 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -7.03%
1.27%
$6.053M
120,581 shares@ $50.2 avg price
IBM
Intl Business Machines Corp
Recent Activity
Increased 3.48%
1.26%
$6.013M
24,807 shares@ $242.4 avg price

1-10 of 377