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Silverlake Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Silverlake Wealth Management’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
29,580
+6,357
+27% +$312K 0.28% 108
2026
Q1 		$1.15M Buy
23,223
+6,363
+38% +$317K 0.24% 126
2025
Q4 		$837K Buy
16,860
+9,890
+142% +$492K 0.19% 139
2025
Q3 		$346K Buy
+6,970
New +$343K 0.08% 233

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Silverlake Wealth Management's DMBS Position: Q2 2026 in Review

Silverlake Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 27% in Q2 2026, buying an estimated $312K and bringing the position to 29,580 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #108.

Silverlake Wealth Management first reported a position in DMBS in Q3 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Silverlake Wealth Management held 29,580 shares of DoubleLine Mortgage ETF worth $1.45M as of Q2 2026.
  • Silverlake Wealth Management bought 6,357 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $312K.
  • DoubleLine Mortgage ETF made up 0.28% of Silverlake Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Silverlake Wealth Management first reported a position in DoubleLine Mortgage ETF in Q3 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.