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CIK: 0001482012
Total reported value
$2.3B
$2.3B
255 檔
19.0%
As reported in its official Q2 2025 Form 13F filing, Smith Salley Wealth Management's tracked investment portfolio stood at $2.3B with 255 total positions.
In Q2 2025, Smith Salley Wealth Management displayed an active expansion posture, initiating 1 new positions and adding to 46 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.29% | -0.04% | +21.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.50% | -0.54% | +2.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.83% | -0.13% | +2.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -0.19% | +2.91% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.28% | -0.34% | +3.32% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.84% | -0.07% | +2.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.83% | -0.26% | +2.52% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.72% | +0.25% | +3.25% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.36% | -0.04% | +3.02% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.95% | -0.43% | +2.90% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.84% | -0.32% | +3.64% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.67% | -0.16% | +3.52% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.66% | -0.32% | +2.41% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.65% | -0.02% | +2.04% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.58% | -0.14% | +2.16% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 1.48% | — | +2.88% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.44% | -0.14% | +2.42% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.43% | -0.24% | +2.76% | |
| 19 | LIN | Linde plc | Stock-Materials | 1.40% | -0.13% | +3.57% | |
| 20 | AME | Ametek Inc | Stock-Industrials | 1.39% | -0.01% | +2.20% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.38% | +0.57% | +3.41% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.36% | -0.31% | +3.29% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.34% | -0.19% | +2.54% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.72% | -0.37% | |
| 25 | MRVL | Marvell Technology Inc | Stock-Tech | 1.27% | -0.05% | +27.66% | |
| 26 | ROP | Roper Technologies Inc | Stock-Tech | 1.18% | -0.12% | +2.27% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 1.17% | -0.15% | +2.79% | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 1.09% | +0.28% | +4.97% | |
| 29 | MKL | Markel Group Inc | Stock-Financials | 1.08% | -0.10% | +1.80% | |
| 30 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.07% | +0.05% | +2.40% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.39% | +1.48% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 1.03% | -0.03% | +2.82% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.24% | +1.55% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.97% | -0.56% | EXIT | |
| 35 | CW | Curtiss-wright CORP | Stock-Industrials | 0.92% | -0.04% | +3.57% | |
| 36 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.90% | -0.20% | +2.07% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.23% | +3.69% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.82% | -0.16% | -9.71% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | +0.04% | +3.11% | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.77% | -0.32% | +23.11% | |
| 41 | TDG | Transdigm Group Inc | Stock-Industrials | 0.72% | +0.06% | +3.29% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.71% | +0.09% | +3.19% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.02% | +1.13% | |
| 44 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.68% | — | +4.38% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.63% | -0.26% | +1.90% | |
| 46 | XYL | Xylem Inc | Stock-Industrials | 0.62% | -0.08% | +1.86% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.03% | +0.87% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.52% | +0.08% | +0.52% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.51% | -0.10% | +1.03% | |
| 50 | CHE | Chemed CORP | Stock-Healthcare | 0.49% | — | +2.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | +21.15% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | +2.17% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +3.32% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.37% | Trim |
| 5 | MRVL | Marvell Technology Inc | +0.4% | +27.66% | Add |
| 6 | CW | Curtiss-wright CORP | +0.3% | +3.57% | Add |
| 7 | ANET | Arista Networks Inc | +0.2% | +4.97% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +2.36% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.91% | Add |
| 10 | ASML | ASML Holding N.V. | +0.1% | +3.41% | Add |
| 11 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +55.75% | Add |
| 13 | ADI | Analog Devices Inc | +0.1% | +2.88% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +3.25% | Add |
| 15 | BN | Brookfield CORP | +0.1% | +2.16% | Add |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +10.11% | Add |
| 17 | MBB | Ishares Mbs ETF | +0.1% | +23.11% | Add |
| 18 | ETN | Eaton Corporation plc | +0.1% | +3.65% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +21.22% | Add |
| 20 | NXPI | NXP Semiconductors N.V. | +0.1% | +2.40% | Add |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +2.07% | Add |
| 22 | MELI | Mercadolibre Inc | +0.1% | +6.66% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +3.69% | Add |
| 24 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.52% | Add |
| 25 | WMT | Walmart Inc | 0% | +7.71% | Add |
| 26 | RTX | Rtx CORP | 0% | +3.64% | Add |
| 27 | TDG | Transdigm Group Inc | 0% | +3.29% | Add |
| 28 | BAM | Brookfield Asset Mgmt-a | 0% | +3.51% | Add |
| 29 | XYL | Xylem Inc | 0% | +1.86% | Add |
| 30 | PNC | Pnc Financial Services Group | 0% | +3.11% | Add |
| 31 | MKL | Markel Group Inc | 0% | +1.80% | Add |
| 32 | AME | Ametek Inc | -0.1% | +2.20% | Add |
| 33 | SPGI | S&p Global Inc | -0.1% | +2.79% | Add |
| 34 | ABT | Abbott Laboratories | -0.1% | +2.76% | Add |
| 35 | MA | Mastercard Inc - A | -0.1% | +3.52% | Add |
| 36 | LIN | Linde plc | -0.1% | +3.57% | Add |
| 37 | ELV | Elevance Health Inc | -0.2% | +3.19% | Add |
| 38 | TJX | Tjx Companies Inc | -0.2% | +2.90% | Add |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +1.13% | Add |
| 40 | CHE | Chemed CORP | -0.2% | +2.31% | Add |
| 41 | V | Visa Inc-class A Shares | -0.2% | +3.02% | Add |
| 42 | MDT | Medtronic plc | -0.2% | -9.71% | Trim |
| 43 | PEP | Pepsico Inc | -0.3% | +1.55% | Add |
| 44 | PG | Procter & Gamble Co/the | -0.3% | +2.42% | Add |
| 45 | IEF | Ishares 7-10 Year Treasury B | -0.3% | EXIT | Sold out |
| 46 | CVX | Chevron CORP | -0.3% | +1.48% | Add |
| 47 | ABBV | Abbvie Inc | -0.4% | +2.04% | Add |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | +2.54% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +2.52% | Add |
| 50 | AAPL | Apple Inc | -1% | +2.10% | Add |
According to official SEC Form 13F filings, Smith Salley Wealth Management reported a total U.S. public equity portfolio value of $2.3B across 255 disclosed positions in Q2 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 NVDA, MSFT, AAPL) accounted for 19.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
SYK
市值: $2.0M
Top Position Liquidated / Trimmed
IEF
前期市值: $4.4M
During Q2 2025, Smith Salley Wealth Management's top holdings by market value included NVDA (7.3%)、MSFT (6.5%)、AAPL (4.8%). The largest single position, NVDA, represented 7.3% of total portfolio value.
In Q2 2025, Smith Salley Wealth Management made 50 total portfolio adjustments, initiating 1 new buys, adding to 46 positions, trimming 2 holdings, and fully liquidating 1 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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