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CIK: 0001482012
Total reported value
$2.3B
$2.3B
264 檔
22.7%
As reported in its official Q4 2025 Form 13F filing, Smith Salley Wealth Management's tracked investment portfolio stood at $2.3B with 264 total positions.
Smith Salley Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 25 positions.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.18% | -0.04% | -3.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.68% | -0.54% | +1.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.57% | -0.13% | +0.92% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.29% | +0.25% | +0.68% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | -0.19% | -0.27% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.58% | -0.34% | -0.76% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.07% | -6.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.52% | -0.26% | -1.02% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.11% | -0.43% | -0.96% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.06% | -0.04% | +0.18% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.89% | -0.32% | -8.30% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.78% | -0.02% | -0.97% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.69% | -0.19% | -0.20% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.72% | -0.13% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.59% | -0.32% | -0.04% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.58% | +0.57% | -0.53% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.48% | -0.14% | +48.13% | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 1.47% | — | -0.09% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.43% | -0.16% | -1.02% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.41% | -0.31% | +1.00% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 1.26% | +0.28% | +0.80% | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 1.20% | -0.05% | -0.62% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.23% | +0.77% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.16% | -0.24% | -0.23% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | -0.14% | -2.51% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.27% | +7.81% | |
| 27 | LIN | Linde plc | Stock-Materials | 1.11% | -0.13% | -1.24% | |
| 28 | AME | Ametek Inc | Stock-Industrials | 1.10% | -0.01% | -17.76% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 1.00% | -0.15% | -0.74% | |
| 30 | MKL | Markel Group Inc | Stock-Financials | 0.97% | -0.10% | -1.33% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.39% | -2.07% | |
| 32 | CW | Curtiss-wright CORP | Stock-Industrials | 0.89% | -0.04% | -0.67% | |
| 33 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.88% | +0.05% | -1.86% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.24% | -5.17% | |
| 35 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.83% | -0.20% | -0.92% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | -0.03% | -10.16% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | +0.04% | +0.49% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.16% | -0.91% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.74% | -0.12% | -5.11% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +1.61% | +203.28% | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | -0.32% | +2.13% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.56% | EXIT | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.66% | +0.09% | -4.41% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.62% | — | -0.46% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.61% | -0.10% | +13.44% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.60% | +1.11% | — | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.60% | -0.26% | -1.37% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.01% | +8.07% | |
| 49 | CMI | Cummins Inc | Stock-Industrials | 0.55% | +0.10% | +1381.82% | |
| 50 | XYL | Xylem Inc | Stock-Industrials | 0.54% | -0.08% | -1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | +0.68% | Add |
| 2 | MU | Micron Technology Inc | +0.6% | +203.28% | Add |
| 3 | CMI | Cummins Inc | +0.5% | +1381.82% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | +7.81% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +154.05% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.77% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.20% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | +0.92% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +58.81% | Add |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +173.71% | Add |
| 11 | ASML | ASML Holding N.V. | +0.1% | -0.53% | Trim |
| 12 | ADI | Analog Devices Inc | +0.1% | -0.09% | Trim |
| 13 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.46% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | +8.07% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +3.96% | Add |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +119.66% | Add |
| 17 | MKL | Markel Group Inc | +0.1% | -1.33% | Trim |
| 18 | NEE | Nextera Energy Inc | +0.1% | +1.00% | Add |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.44% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +8.70% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +6.89% | Add |
| 22 | UNH | Unitedhealth Group Inc | 0% | +29.21% | Add |
| 23 | AMAT | Applied Materials Inc | 0% | +43.27% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | -0.27% | Trim |
| 25 | TJX | Tjx Companies Inc | 0% | -0.96% | Trim |
| 26 | SPGI | S&p Global Inc | 0% | -0.74% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | -0.13% | Trim |
| 28 | V | Visa Inc-class A Shares | 0% | +0.18% | Add |
| 29 | ADP | Automatic Data Processing | -0.1% | -32.62% | Trim |
| 30 | NOC | Northrop Grumman CORP | -0.1% | -1.37% | Trim |
| 31 | XYL | Xylem Inc | -0.1% | -1.35% | Trim |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -78.04% | Trim |
| 33 | NXPI | NXP Semiconductors N.V. | -0.1% | -1.86% | Trim |
| 34 | EMR | Emerson Electric Co | -0.1% | -75.29% | Trim |
| 35 | ABT | Abbott Laboratories | -0.1% | -0.23% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -0.04% | Trim |
| 37 | UNP | Union Pacific CORP | -0.2% | -10.16% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -2.51% | Trim |
| 39 | ROP | Roper Technologies Inc | -0.2% | -5.11% | Trim |
| 40 | AME | Ametek Inc | -0.2% | -17.76% | Trim |
| 41 | ANET | Arista Networks Inc | -0.2% | +0.80% | Add |
| 42 | LIN | Linde plc | -0.2% | -1.24% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -6.35% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.4% | -0.76% | Trim |
| 45 | MSFT | Microsoft CORP | -0.6% | +1.00% | Add |
| 46 | NVDA | Nvidia CORP | -0.6% | -3.78% | Trim |
| 47 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 48 | CHE | Chemed CORP | — | EXIT | Sold out |
| 49 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 50 | LHX | L3harris Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Smith Salley Wealth Management reported a total U.S. public equity portfolio value of $2.3B across 264 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 NVDA, MSFT, AAPL) accounted for 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $12.1M
Top Position Liquidated / Trimmed
CHE
前期市值: $6.5M
During Q4 2025, Smith Salley Wealth Management's top holdings by market value included NVDA (7.2%)、MSFT (5.7%)、AAPL (5.6%). The largest single position, NVDA, represented 7.2% of total portfolio value.
In Q4 2025, Smith Salley Wealth Management made 50 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 25 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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