Smith Salley Wealth Management
Smith Salley Wealth Management reported 275 positions worth $2.30B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: NVDA (6.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $155.7M | 6.77% | 778,282 | — | — | |
| ▸ 2 | AAPL | SH | $119.2M | 5.18% | 412,027 | — | — | |
| ▸ 3 | GOOG | SH | $98.1M | 4.26% | 277,743 | — | — | |
| ▸ 4 | MSFT | SH | $90.9M | 3.95% | 243,743 | — | — | |
| ▸ 5 | AMZN | SH | $63.4M | 2.75% | 266,045 | — | — | |
| ▸ 6 | AVGO | SH | $61.5M | 2.67% | 162,684 | — | — | |
| ▸ 7 | MU | SH | $56.8M | 2.47% | 49,183 | — | — | |
| ▸ 8 | JPM | SH | $53.2M | 2.31% | 162,429 | — | — | |
| ▸ 9 | ASML | SH | $53.1M | 2.31% | 26,703 | — | — | |
| ▸ 10 | BRK-B | SH | $50.9M | 2.21% | 101,635 | — | — |
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Frequently Asked Questions
What stocks does Smith Salley Wealth Management hold as of Q2 2026?
Smith Salley Wealth Management reported 275 positions worth $2.30B in its Q2 2026 13F filing. Largest positions: NVDA (6.8%), AAPL (5.2%), GOOG (4.3%), MSFT (4.0%) and AMZN (2.8%).
What did Smith Salley Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Smith Salley Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.