SILVERLAKE WEALTH MANAGEMENT LLC

RIA/Wealth

SILVERLAKE WEALTH MANAGEMENT LLC is a RIA/Wealth based in Williston, VT led by Robert William Eddy, reporting $572.7M in AUM as of Q3 2025 with 52% ETF concentration.

Managing PartnerRobert William Eddy

Portfolio Value: $396.1M
Positions: 338
Top Holding: MSFT at 6.37%
Last Reported: Q3 2025

Address33 Blair Park Road, Suite 100, Williston, VT, 05495, United States

Top Holdings

Largest long holdings in SILVERLAKE WEALTH MANAGEMENT LLC's portfolio (23.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$25.2M	6.37%	-$48.2K Sold	0.00% 48.7K shares	Q4 2021 Held for 3y 11m
2 Apple AAPL	Consumer Electronics Technology	$15.8M	3.99%	+$790.4K Bought	0.00% 62.1K shares	Q4 2021 Held for 3y 11m
3 Vanguard S&P 500 ETF VOO	ETF ETF	$9.7M	2.46%	+$8.3M Bought	— 15.9K shares	Q4 2022 Held for 2y 11m
4 Vanguard High Dividend Yield VYM	ETF ETF	$7.5M	1.90%	+$3.9M Bought	— 53.5K shares	Q4 2021 Held for 3y 11m
5 International Business Machines IBM	Information Technology Services Technology	$6.8M	1.71%	-$67.2K Sold	0.00% 24.1K shares	Q4 2021 Held for 3y 11m
6 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$6.2M	1.57%	+$399.1K Bought	— 194.5K shares	Q4 2021 Held for 3y 11m
7 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$5.9M	1.50%	-$24.3K Sold	0.00% 38.7K shares	Q4 2021 Held for 3y 11m
8 Verizon Communications VZ	Telecommunications Services Communication Services	$5.7M	1.44%	+$164.7K Bought	0.00% 129.4K shares	Q4 2021 Held for 3y 11m
9 Vanguard FTSE Developed Markets VEA	ETF ETF	$5.2M	1.32%	+$3.8M Bought	— 87.4K shares	Q4 2021 Held for 3y 11m
10 Fidelity Total Bond FBND	ETF ETF	$5.2M	1.31%	-$219.3K Sold	— 112.5K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SILVERLAKE WEALTH MANAGEMENT LLC's latest filing

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Market Value

$396.1M

Prior: $339.2M

Q/Q Change

+16.77%

+$56.9M

Net Flows % of MV

+8.55%

Turnover Ratio

10.34%

New Purchases

30 stocks

$20.3M

Added To

139 stocks

+$36.4M

Sold Out Of

14 stocks

$4.0M

Reduced Holdings

127 stocks

-$18.9M

Increased Positions

Position	Shares Δ	Change
1 iShares 0-3 Month Treasury Bond SGOV	New	0 → 44.0K +$4.4M
2 SPDR Portfolio Short Term Treasury SPTS	New	0 → 70.1K +$2.1M
3 Invesco NASDAQ 100 ETF QQQM	New	0 → 8.2K +$2.0M
4 Vanguard S&P Small-Cap 600 VIOO	New	0 → 17.1K +$1.9M
5 JPMorgan BetaBuilders U.S. Equity ETF BBUS	New	0 → 11.0K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 Schwab U.S. Mid-Cap ETF SCHM	Sold	31.2K → 0 −$875.8K
2 Fidelity Limited Term Bond FLTB	Sold	9.6K → 0 −$485.9K
3 SPDR EURO STOXX 50 ETF FEZ	Sold	7.0K → 0 −$416.5K
4 iShares Broad USD High Yield Corporate Bond USHY	Sold	10.5K → 0 −$393.1K
5 Markel MKL	Sold	138.0 → 0 −$275.6K