Smith Salley Wealth Management
$2.3B 13F equity value
288 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Smith Salley Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 778,282 | $156M | 6.8% |
| AAPL | APPLE INC | 412,027 | $119M | 5.2% |
| GOOG | ALPHABET INC | 277,743 | $98M | 4.3% |
| MSFT | MICROSOFT CORP | 243,743 | $91M | 4.0% |
| AMZN | AMAZON COM INC | 266,045 | $63M | 2.8% |
| AVGO | BROADCOM INC | 162,684 | $61M | 2.7% |
| MU | MICRON TECHNOLOGY INC | 49,183 | $57M | 2.5% |
| JPM | JPMORGAN CHASE & CO | 162,429 | $53M | 2.3% |
| ASML | ASML HLDG NV | 26,703 | $53M | 2.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 101,635 | $51M | 2.2% |
Track Smith Salley Wealth Management's 13F portfolio: $2.3B in reported holdings, 288 positions. Top holdings and quarterly changes on SentiSense.
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