Smith Salley Wealth Management
Smith Salley Wealth Management reported 275 stocks worth $2.3B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are NVDA (6.8%), AAPL (5.2%) and GOOG (4.3%). Compared with Q1 2026, the fund opened new positions in C, added to NVDA, MSFT and AVGO, trimmed AAPL, GOOG and AMZN and sold out of XOM, ACN and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $156M | 6.8% | 778K | +2,156 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $119M | 5.2% | 412K | −4,424 (−1%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $98.1M | 4.3% | 278K | −571 (−0%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $90.9M | 4.0% | 244K | +2,634 (+1%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $63.4M | 2.8% | 266K | −15K (−5%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $61.5M | 2.7% | 163K | +37K (+30%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $56.8M | 2.5% | 49K | −1,233 (−2%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $53.2M | 2.3% | 162K | +1,342 (+1%) | 8 of 8 | |
| 9 |  ASML Asml Holding N V | $53.1M | 2.3% | 27K | +503 (+2%) | 8 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $50.9M | 2.2% | 102K | −890 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $14.6M | 86K |
 ACN Accenture PLC Ireland | $11.2M | 56K |
 TLT Ishares TR | $5.3M | 61K |
HONEYWELL INTL INC | $3.1M | 14K |
 CBRE Cbre Group Inc | $1.9M | 14K |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Smith Salley Wealth Management 13F FAQ
What does Smith Salley Wealth Management own?
Smith Salley Wealth Management reported 275 stocks worth $2.3B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are NVDA (6.8%), AAPL (5.2%) and GOOG (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Smith Salley Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 125 added to, 82 trimmed and 14 sold out. New positions include C. It sold all of XOM, ACN and TLT.
When will Smith Salley Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Smith Salley Wealth Management's portfolio worth?
The Q2 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.