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CIK: 0001482012
Total reported value
$2.3B
$2.3B
267 檔
20.4%
According to the latest 13F quarterly dataset, Smith Salley Wealth Management managed an equity portfolio of $2.3B at the end of Q1 2026, spanning 267 distinct U.S. exchange-listed positions.
In Q1 2026, Smith Salley Wealth Management displayed an active expansion posture, initiating 12 new positions and adding to 127 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.81% | -0.04% | -0.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.13% | +0.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.54% | +1.59% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.01% | +0.25% | +0.90% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.94% | -0.19% | +2.54% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | -0.26% | +1.16% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.07% | +1.73% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.32% | -0.34% | +2.06% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.26% | -0.43% | +1.22% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.08% | -0.32% | +2.72% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | +0.72% | +29.99% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | -0.04% | +2.01% | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 1.77% | — | +1.05% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | -0.02% | +2.17% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.74% | +0.57% | -12.03% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.70% | -0.31% | +2.63% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.60% | -0.32% | +1.42% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | -0.19% | +1.14% | |
| 19 | MRVL | Marvell Technology Inc | Stock-Tech | 1.43% | -0.05% | +1.14% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.36% | -0.13% | +3.61% | |
| 21 | BN | Brookfield CORP | Stock-Financials | 1.34% | -0.14% | +1.01% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.39% | +3.42% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.28% | -0.16% | +0.27% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.22% | +0.28% | +1.88% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.14% | +3.79% | |
| 26 | AME | Ametek Inc | Stock-Industrials | 1.17% | -0.01% | +0.96% | |
| 27 | CW | Curtiss-wright CORP | Stock-Industrials | 1.13% | -0.04% | +0.89% | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.12% | -0.20% | +0.94% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.23% | +0.91% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.24% | +1.31% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.24% | +3.77% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.27% | -0.03% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | -0.03% | +3.22% | |
| 34 | MKL | Markel Group Inc | Stock-Financials | 0.88% | -0.10% | +0.77% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.86% | +1.61% | -2.68% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | -0.15% | +1.35% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.83% | +0.04% | +2.18% | |
| 38 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.81% | +0.05% | +0.67% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.79% | -0.32% | +6.42% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.73% | EXIT | |
| 41 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.73% | -0.26% | +0.95% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.01% | +4.05% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.16% | +1.44% | |
| 44 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.68% | -0.18% | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.66% | -0.10% | +6.68% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.21% | +9.51% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.61% | +0.10% | +3.31% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.61% | +1.11% | +6.17% | |
| 49 | ROP | Roper Technologies Inc | Stock-Tech | 0.60% | -0.12% | +0.95% | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | +0.09% | +3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.4% | +3.42% | Add |
| 2 | ADI | Analog Devices Inc | +0.3% | +1.05% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | +29.99% | Add |
| 4 | CASY | Casey's General Stores Inc | +0.3% | +0.94% | Add |
| 5 | NEE | Nextera Energy Inc | +0.3% | +2.63% | Add |
| 6 | LIN | Linde plc | +0.3% | +3.61% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +5.31% | Add |
| 8 | CW | Curtiss-wright CORP | +0.2% | +0.89% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +1.14% | Add |
| 10 | RTX | Rtx CORP | +0.2% | +2.72% | Add |
| 11 | CAT | Caterpillar Inc | +0.2% | +9.51% | Add |
| 12 | ASML | ASML Holding N.V. | +0.2% | -12.03% | Trim |
| 13 | TJX | Tjx Companies Inc | +0.2% | +1.22% | Add |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +64.11% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +4.05% | Add |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +37.33% | Add |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +0.95% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | -2.68% | Trim |
| 19 | PEP | Pepsico Inc | +0.1% | +3.77% | Add |
| 20 | PM | Philip Morris International | +0.1% | +249.92% | Add |
| 21 | COP | Conocophillips | +0.1% | +15.17% | Add |
| 22 | CL | Colgate-palmolive Co | +0.1% | +7.69% | Add |
| 23 | UNP | Union Pacific CORP | +0.1% | +3.22% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +11.84% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +34.75% | Add |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | -12.79% | Trim |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +14.22% | Add |
| 28 | AME | Ametek Inc | +0.1% | +0.96% | Add |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +3.79% | Add |
| 30 | EMR | Emerson Electric Co | +0.1% | +169.50% | Add |
| 31 | DUK | Duke Energy CORP | +0.1% | +4.57% | Add |
| 32 | CMI | Cummins Inc | +0.1% | +3.31% | Add |
| 33 | MBB | Ishares Mbs ETF | +0.1% | +6.42% | Add |
| 34 | AMAT | Applied Materials Inc | +0.1% | +9.15% | Add |
| 35 | KO | Coca-cola Co/the | +0.1% | +6.63% | Add |
| 36 | T | At&t Inc | +0.1% | +7.16% | Add |
| 37 | WMT | Walmart Inc | +0.1% | -3.11% | Trim |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +6.68% | Add |
| 39 | TXN | Texas Instruments Inc | 0% | +6.39% | Add |
| 40 | FBNC | First Bancorp/nc | 0% | — | Unchanged |
| 41 | AEP | American Electric Power | 0% | +3.28% | Add |
| 42 | VZ | Verizon Communications Inc | 0% | +9.10% | Add |
| 43 | LHX | L3harris Technologies Inc | 0% | +9.59% | Add |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.89% | Add |
| 45 | SBUX | Starbucks CORP | 0% | +8.06% | Add |
| 46 | AMGN | Amgen Inc | 0% | +2.93% | Add |
| 47 | HON | Honeywell International Inc | 0% | +2.83% | Add |
| 48 | FENY | Fidelity Msci Energy Index | 0% | +1.38% | Add |
| 49 | APD | Air Products & Chemicals Inc | 0% | +7.73% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +4.82% | 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 267 disclosed positions in Q1 2026.
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, AAPL, MSFT) accounted for 20.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $13.6M
Top Position Liquidated / Trimmed
AZNN
前期市值: $12.5M
During Q1 2026, Smith Salley Wealth Management's top holdings by market value included NVDA (6.8%)、AAPL (5.3%)、MSFT (4.5%). The largest single position, NVDA, represented 6.8% of total portfolio value.
In Q1 2026, Smith Salley Wealth Management made 192 total portfolio adjustments, initiating 12 new buys, adding to 127 positions, trimming 44 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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