Smith Salley Wealth Management
$2.0B Assets Reported
275 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 776,126 | $135M | 6.8% |
| AAPL | APPLE INC | 416,451 | $106M | 5.3% |
| MSFT | MICROSOFT CORP | 241,109 | $89M | 4.5% |
| GOOG | ALPHABET INC | 278,314 | $80M | 4.0% |
| AMZN | AMAZON COM INC | 281,023 | $59M | 2.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 102,525 | $49M | 2.5% |
| JPM | JPMORGAN CHASE & CO | 161,087 | $47M | 2.4% |
| META | META PLATFORMS INC | 80,627 | $46M | 2.3% |
| TJX | TJX COS INC NEW | 281,025 | $45M | 2.3% |
| RTX | RTX CORPORATION | 213,989 | $41M | 2.1% |
Track Smith Salley Wealth Management's 13F portfolio: $2.0B in reported holdings, 275 positions. Top holdings, AUM, and quarterly changes on SentiSense.