Smith Salley Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Smith Salley Wealth Management disclosed 273 stock positions valued at approximately $2.42B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 273
- Portfolio Value
- $2.42B
Holdings by Sector
Smith Salley Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.49% | 793,622 | +15,340 | +1.97% | $181,247,320 |
| APPLE INC | AAPL | Technology | 5.87% | 426,444 | +14,417 | +3.50% | $142,014,395 |
| MICROSOFT CORP | MSFT | Technology | 5.51% | 260,085 | +16,342 | +6.70% | $133,397,862 |
| ALPHABET INC | GOOG | Communication Services | 4.01% | 284,625 | +6,882 | +2.48% | $96,983,104 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.80% | 271,830 | +5,785 | +2.17% | $67,726,254 |
| META PLATFORMS INC | META | Communication Services | 2.48% | 82,900 | +2,156 | +2.67% | $60,116,973 |
| BROADCOM INC | AVGO | Technology | 2.48% | 171,030 | +8,346 | +5.13% | $60,063,819 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.25% | 164,348 | +1,919 | +1.18% | $54,371,367 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.22% | 50,488 | +1,305 | +2.65% | $53,775,659 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.13% | 103,699 | +2,064 | +2.03% | $51,636,844 |
| ASML HLDG NV | ASML | Technology | 2.06% | 27,492 | +789 | +2.95% | $49,805,799 |
| VISA INC | V | Financial Services | 1.96% | 132,289 | +11,940 | +9.92% | $47,535,337 |
| ABBVIE INC | ABBV | Healthcare | 1.77% | 163,875 | +4,801 | +3.02% | $42,868,074 |
| ARISTA NETWORKS INC | ANET | Technology | 1.77% | 210,096 | +6,870 | +3.38% | $42,773,466 |
| ANALOG DEVICES INC | ADI | Technology | 1.72% | 104,672 | +2,041 | +1.99% | $41,524,444 |
| RTX CORPORATION | RTX | Industrials | 1.67% | 218,105 | +4,098 | +1.91% | $40,491,133 |
| AMPHENOL CORP | APH | Technology | 1.61% | 462,922 | +238,956 | +106.69% | $39,024,317 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.61% | 57,701 | -1,167 | -1.98% | $38,951,084 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.56% | 284,860 | +6,240 | +2.24% | $37,689,815 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.33% | 52,769 | +3,173 | +6.40% | $32,281,866 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.31% | 57,335 | +6,964 | +13.83% | $31,618,293 |
| ELI LILLY & CO | LLY | Healthcare | 1.28% | 26,819 | +3,088 | +13.01% | $31,032,428 |
| ALPHABET INC | GOOGL | Communication Services | 1.26% | 88,514 | +2,293 | +2.66% | $30,455,851 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.21% | 110,690 | +3,978 | +3.73% | $29,245,384 |
| SPDR SERIES TRUST | SPHY | Other | 1.20% | 1,286,415 | +570,490 | +79.69% | $29,060,107 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.17% | 372,366 | +7,676 | +2.10% | $28,203,009 |
| AMETEK INC | AME | Industrials | 1.16% | 113,752 | +3,261 | +2.95% | $28,179,695 |
| LINDE PLC | LIN | Basic Materials | 1.10% | 55,939 | +1,299 | +2.38% | $26,551,206 |
| CHEVRON CORPORATION | CVX | Energy | 1.08% | 127,469 | -2,308 | -1.78% | $26,030,355 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.03% | 134,612 | +906 | +0.68% | $24,807,550 |
Showing 30 of 273 holdings in the latest reporting period.