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CIK: 0001809236
Total reported value
$178.5M
$178.5M
136 檔
18.9%
In Q4 2025, Salvus Wealth Management, LLC's U.S. equity holdings reached a combined market value of $178.5M, distributed across 136 disclosed stock positions.
In Q4 2025, Salvus Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.72% | -0.14% | +1.05% | |
| 2 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.08% | -0.43% | +0.96% | |
| 3 | ASTS | Ast Spacemobile Inc | Stock-Tech | 3.49% | -0.20% | -17.07% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | +0.42% | -10.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.15% | +0.21% | -4.73% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 3.11% | -0.01% | +0.81% | |
| 7 | THO | Thor Industries Inc | Stock-Consumer Disc | 3.08% | -0.33% | +0.64% | |
| 8 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 2.97% | -0.06% | +0.40% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 2.96% | -1.59% | +0.64% | |
| 10 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.81% | -0.02% | +0.75% | |
| 11 | IBP | Installed Building Products | Stock-Consumer Disc | 2.54% | -1.22% | +0.46% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.35% | +3.51% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.13% | +1.04% | |
| 14 | AXP | American Express Co | Stock-Financials | 2.50% | +0.08% | +0.54% | |
| 15 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 1.86% | +0.13% | +1.33% | |
| 16 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.83% | -0.01% | +0.02% | |
| 17 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 1.79% | -0.07% | +1.03% | |
| 18 | BN | Brookfield CORP | Stock-Financials | 1.55% | -0.12% | +50.94% | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 1.46% | +0.37% | +0.40% | |
| 20 | NVR | Nvr Inc | Stock-Consumer Disc | 1.37% | -0.06% | +1.52% | |
| 21 | AON | Aon plc | Stock-Financials | 1.34% | -0.34% | +2.89% | |
| 22 | MKL | Markel Group Inc | Stock-Financials | 1.30% | -0.15% | +0.93% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.25% | +1.47% | +1.89% | |
| 24 | AWI | Armstrong World Industries | Stock-Industrials | 1.23% | +0.26% | -0.70% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.13% | +8.03% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.22% | +3.65% | |
| 27 | MC | Moelis & Co - Class A | Stock-Financials | 1.07% | +0.06% | +1.23% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.04% | -0.13% | -0.81% | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.00% | — | +1.98% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 1.00% | -0.07% | +2.15% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.02% | +1.81% | |
| 32 | GLW | Corning Inc | Stock-Tech | 0.92% | +0.36% | +2.67% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.91% | — | — | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.82% | -1.60% | +10.43% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.26% | +3.60% | |
| 36 | L | Loews CORP | Stock-Financials | 0.71% | +0.01% | +2.00% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.18% | -7.95% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.67% | -0.05% | +1.79% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.66% | +0.06% | +3.18% | |
| 40 | FNV | Franco-nevada CORP | Stock-Materials | 0.66% | -0.12% | +2.35% | |
| 41 | NU | Nu Holdings Ltd. | Stock-Financials | 0.65% | -0.58% | EXIT | |
| 42 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.63% | +0.09% | +1.55% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.04% | +8.15% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.61% | -0.08% | -18.38% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.08% | +4.73% | |
| 46 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.60% | -0.17% | +0.91% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.58% | -0.02% | +3.80% | |
| 48 | TEL | TE Connectivity plc | Stock-Tech | 0.57% | -0.29% | +1.91% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.01% | +5.64% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.56% | -0.04% | +1.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASTS | Ast Spacemobile Inc | +0.7% | -17.07% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -10.70% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.4% | +3.65% | Add |
| 4 | EL | Estee Lauder Companies-cl A | +0.3% | +0.02% | Add |
| 5 | ADI | Analog Devices Inc | +0.3% | +0.64% | Add |
| 6 | AMAT | Applied Materials Inc | +0.3% | +1.89% | Add |
| 7 | VZ | Verizon Communications Inc | +0.3% | +146.13% | Add |
| 8 | AXP | American Express Co | +0.3% | +0.54% | Add |
| 9 | SCHW | Schwab (charles) CORP | +0.2% | +0.96% | Add |
| 10 | SGI | Somnigroup International Inc | +0.2% | +0.40% | Add |
| 11 | MKL | Markel Group Inc | +0.2% | +0.93% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +8.03% | Add |
| 13 | IBP | Installed Building Products | +0.1% | +0.46% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +1.81% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.06% | Add |
| 16 | RH | Rh | -0.1% | -31.87% | Trim |
| 17 | ABT | Abbott Laboratories | -0.1% | -24.80% | Trim |
| 18 | NVR | Nvr Inc | -0.1% | +1.52% | Add |
| 19 | ENB | Enbridge Inc | -0.1% | -26.02% | Trim |
| 20 | CDW | Cdw Corp/de | -0.2% | -38.05% | Trim |
| 21 | MSFT | Microsoft CORP | -0.2% | +1.04% | Add |
| 22 | ANET | Arista Networks Inc | -0.2% | +0.40% | Add |
| 23 | APP | Applovin Corp-class A | -0.2% | -48.43% | Trim |
| 24 | ORLY | O'reilly Automotive Inc | -0.2% | -0.81% | Trim |
| 25 | KMX | Carmax Inc | -0.2% | -50.77% | Trim |
| 26 | AMT | American Tower CORP | -0.2% | -18.38% | Trim |
| 27 | DIS | Walt Disney Co/the | -0.2% | -34.06% | Trim |
| 28 | PGR | Progressive CORP | -0.2% | +0.81% | Add |
| 29 | ORCL | Oracle CORP | -0.2% | +4.73% | Add |
| 30 | FND | Floor & Decor Holdings Inc-a | -0.4% | +1.33% | Add |
| 31 | CCOI | Cogent Communications Holdin | -0.4% | -31.65% | Trim |
| 32 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 33 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 34 | WSC | Willscot Holdings CORP | — | EXIT | Sold out |
| 35 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 36 | UL | Unilever PLC | — | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 39 | CMI | Cummins Inc | — | NEW | New buy |
| 40 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 41 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 42 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 43 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 44 | DEO | Diageo Plc-sponsored Adr | — | EXIT | Sold out |
| 45 | HUBB | Hubbell Inc | — | NEW | New buy |
| 46 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 47 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 48 | MU | Micron Technology Inc | — | NEW | New buy |
| 49 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Salvus Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.5M across 136 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SCHW, ASTS) accounted for 18.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ITOT
市值: $1.6M
Top Position Liquidated / Trimmed
FISV
前期市值: $4.1M
During Q4 2025, Salvus Wealth Management, LLC's top holdings by market value included BRK-B (4.7%)、SCHW (4.1%)、ASTS (3.5%). The largest single position, BRK-B, represented 4.7% of total portfolio value.
In Q4 2025, Salvus Wealth Management, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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