Q3 2026 13F · SEC CIK 1535611

Silverleafe Capital Partners, LLC

Wealth managerFiled 2026-10-02 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $351.3M
Reported positions: 100
Top holdings a year, 3 yrs: +12.3%
Assets under management: $449.2M

Silverleafe Capital Partners, LLC is a wealth manager that reported 100 positions worth $351.3M in its Q3 2026 13F, filed 2026-10-02. Its largest holdings were Invesco Qqq Tr (QQQ, 11.3%), Ishares Tr (IVV, 9.9%), Berkshire Hathaway Inc Del (BRK-A, 6.0%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Silverleafe Capital Partners, LLC holdings largest 50 of 100 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Silverleafe Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	11.3%	10.8%	53,722	-0.3%	$39.7M
IVVIshares Tr	9.9%	9.3%	45,432	-0.1%	$34.8M
BRK-ABerkshire Hathaway Inc Del	6.0%	5.7%	28	+0.0%	$20.9M
AAPLApple Inc	5.9%	4.9%	61,789	-0.5%	$20.6M
FDXFedex Corp	5.6%	5.9%	68,948	+0.0%	$19.7M
IEFIshares Tr	4.5%	—	177,759	—	$15.9M
JNKSpdr Series Trust	4.3%	4.3%	162,993	-0.7%	$15.1M
IEFAIshares Tr	3.7%	3.5%	133,901	+0.2%	$13.0M
SOXXIshares Tr	3.1%	4.1%	18,894	-18.7%	$10.7M
VOVanguard Index Fds	3.0%	3.0%	135,805	-1.9%	$10.6M
VBVanguard Index Fds	3.0%	3.0%	36,935	+0.3%	$10.5M
IAUIshares Gold Tr	2.6%	2.4%	118,419	+1.5%	$9.2M
NUKZRange Nuclear Renaissance ETF	2.4%	2.7%	140,928	-1.8%	$8.5M
AZOAutozone Inc	2.4%	2.6%	2,979	+0.4%	$8.4M
AIPODefiance Ai & Power Infrastructure ETF	2.4%	2.3%	292,912	+14.4%	$8.3M
MUMicron Technology Inc	1.7%	1.7%	5,742	+8.2%	$6.1M
EMXCIshares Inc	1.3%	1.5%	45,173	-14.1%	$4.5M
CIBRFirst Tr Exchange-Traded Fd	1.2%	—	39,332	—	$4.1M
MSFTMicrosoft Corp	1.1%	0.8%	7,861	-0.2%	$4.0M
MRVLMarvell Technology Inc	1.1%	1.2%	14,870	+1.9%	$3.9M
FDXFFedex Fght Hldg Co Inc	1.1%	—	34,627	—	$3.8M
ROBOExchange Traded Concepts Tru	1.0%	—	45,066	—	$3.6M
WMTWalmart Inc	1.0%	1.0%	34,823	+3.4%	$3.6M
GOOGAlphabet Inc	1.0%	1.0%	10,049	-5.8%	$3.4M
AIQGlobal X Fds	1.0%	1.2%	52,319	-19.3%	$3.4M
PLTRPalantir Technologies Inc	1.0%	0.7%	17,949	-17.7%	$3.4M
HBANHuntington Bancshares Inc	0.9%	1.0%	209,776	+0.0%	$3.2M
WESTWestrock Coffee Co	0.8%	2.1%	355,156	-63.3%	$2.9M
LULULululemon Athletica Inc	0.8%	0.8%	28,800	+13.8%	$2.8M
XLBSelect Sector Spdr Tr	0.8%	0.7%	54,251	+1.4%	$2.6M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	2,845	+1.1%	$2.2M
GEVGe Vernova Inc	0.6%	0.8%	2,278	-6.7%	$2.2M
IWMIshares Tr	0.6%	0.6%	7,287	+4.5%	$2.0M
AVGOBroadcom Inc	0.6%	0.4%	5,721	+32.0%	$2.0M
VRTVertiv Holdings Co	0.5%	0.6%	7,108	+15.0%	$1.7M
LRCXLam Research Corp	0.5%	0.5%	5,132	+19.2%	$1.7M
AMZNAmazon Com Inc	0.5%	0.3%	6,706	+34.1%	$1.7M
NBISNebius Group N.v.	0.4%	0.3%	6,580	+94.5%	$1.6M
CTVACorteva Inc	0.4%	0.4%	19,365	+0.0%	$1.5M
COHRCoherent Corp	0.4%	—	4,769	—	$1.4M
LOWLowes Cos Inc	0.4%	—	7,151	—	$1.3M
CVXChevron Corporation	0.4%	0.3%	6,194	-4.7%	$1.3M
CORZCore Scientific Inc New	0.3%	0.5%	72,950	+0.0%	$1.2M
MMM3m Co	0.3%	0.3%	7,000	+0.0%	$1.1M
STMStmicroelectronics N V Ny Registry	0.3%	—	20,852	—	$1.1M
NVDANvidia Corporation	0.3%	0.6%	4,531	-55.6%	$1.0M
TERTeradyne Inc	0.3%	—	2,417	—	$969K
KLACKla Corp	0.3%	0.6%	4,877	-36.2%	$951K
MUUDirexion Shares ETF Trust	0.3%	—	25,500	—	$939K
AMKRAmkor Technology Inc	0.3%	0.5%	17,148	-13.1%	$898K

What Silverleafe Capital Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

NBIS Nebius Group N.v.+94.5% shares
AMZN Amazon Com Inc+34.1% shares
AVGO Broadcom Inc+32.0% shares
LRCX Lam Research Corp+19.2% shares
VRT Vertiv Holdings Co+15.0% shares
AIPO Defiance Ai & Power Infrastructure ETF+14.4% shares
LULU Lululemon Athletica Inc+13.8% shares
MU Micron Technology Inc+8.2% shares

Reduced

WEST Westrock Coffee Co-63.3% shares
NVDA Nvidia Corporation-55.6% shares
KLAC Kla Corp-36.2% shares
AIQ Global X Fds-19.3% shares
SOXX Ishares Tr-18.7% shares
PLTR Palantir Technologies Inc-17.7% shares
EMXC Ishares Inc-14.1% shares
AMKR Amkor Technology Inc-13.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.4% /yr; S&P 500 +20.1%
3 years: +12.3% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$351.3M	100
Q2 2026	$366.8M	99
Q1 2026	$332.0M	95
Q4 2025	$336.6M	97
Q3 2025	$323.8M	91
Q2 2025	$286.9M	87
Q1 2025	$291.0M	88
Q4 2024	$315.1M	101
Q3 2024	$282.9M	76
Q2 2024	$290.0M	78
Q1 2024	$249.9M	62
Q4 2023	$211.6M	51

Questions about Silverleafe Capital Partners, LLC's portfolio

What stocks does Silverleafe Capital Partners, LLC own?

Silverleafe Capital Partners, LLC's latest 13F, for Q3 2026 and filed Oct 2, 2026, lists 100 positions worth $351.3M. The largest are Invesco Qqq Tr (QQQ) at 11.3%, Ishares Tr (IVV) at 9.9%, Berkshire Hathaway Inc Del (BRK-A) at 6.0%, Apple Inc (AAPL) at 5.9% and Fedex Corp (FDX) at 5.6%.

What did Silverleafe Capital Partners, LLC buy last quarter?

In Q3 2026, Silverleafe Capital Partners, LLC added Nebius Group N.v. (NBIS) (+94.5% shares), Amazon Com Inc (AMZN) (+34.1% shares) and Broadcom Inc (AVGO) (+32.0% shares), compared with its Q2 2026 filing.

What did Silverleafe Capital Partners, LLC sell last quarter?

In Q3 2026, Silverleafe Capital Partners, LLC cut from its top 50 Vanguard Scottsdale Fds (VGIT), cut from its top 50 Procure Space ETF (UFO), cut from its top 50 State Streer (XAR), cut from its top 50 Vanguard Scottsdale Fds (VGLT), cut from its top 50 Rocket Lab Corp (RKLB), Westrock Coffee Co (WEST) (-63.3% shares), Nvidia Corporation (NVDA) (-55.6% shares) and Kla Corp (KLAC) (-36.2% shares), compared with its Q2 2026 filing.

How has Silverleafe Capital Partners, LLC's portfolio performed?

A portfolio copying Silverleafe Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.4% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Silverleafe Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Silverleafe Capital Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Silverleafe Capital Partners, LLC manage?

Silverleafe Capital Partners, LLC reported $449.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $351.3M.