Smith Salley Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Smith Salley Wealth Management disclosed 272 stock positions valued at approximately $2.30B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 272
- Portfolio Value
- $2.30B
Holdings by Sector
Smith Salley Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.77% | 778,282 | +2,156 | +0.28% | $155,726,490 |
| APPLE INC | AAPL | Technology | 5.18% | 412,027 | -4,424 | -1.06% | $119,224,111 |
| ALPHABET INC | GOOG | Communication Services | 4.26% | 277,743 | -571 | -0.21% | $98,134,928 |
| MICROSOFT CORP | MSFT | Technology | 3.95% | 243,743 | +2,634 | +1.09% | $90,921,168 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.75% | 266,045 | -14,978 | -5.33% | $63,409,137 |
| BROADCOM INC | AVGO | Technology | 2.67% | 162,684 | +37,187 | +29.63% | $61,454,044 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.47% | 49,183 | -1,233 | -2.45% | $56,771,804 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.31% | 162,429 | +1,342 | +0.83% | $53,167,993 |
| ASML HLDG NV | ASML | Other | 2.31% | 26,703 | +503 | +1.92% | $53,124,798 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.21% | 101,635 | -890 | -0.87% | $50,857,180 |
| META PLATFORMS INC | META | Communication Services | 1.98% | 80,744 | +117 | +0.15% | $45,482,276 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.83% | 278,620 | -2,405 | -0.86% | $42,210,867 |
| VISA INC | V | Financial Services | 1.79% | 120,349 | -395 | -0.33% | $41,290,533 |
| ANALOG DEVICES INC | ADI | Technology | 1.77% | 102,631 | -7,841 | -7.10% | $40,761,799 |
| RTX CORPORATION | RTX | Industrials | 1.76% | 214,007 | +18 | +0.01% | $40,603,607 |
| ABBVIE INC | ABBV | Healthcare | 1.74% | 159,074 | -1,717 | -1.07% | $40,029,432 |
| AMPHENOL CORP | APH | Technology | 1.72% | 223,966 | +128,660 | +135.00% | $39,489,744 |
| ARISTA NETWORKS INC | ANET | Other | 1.50% | 203,226 | +5,234 | +2.64% | $34,524,050 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.39% | 364,690 | +925 | +0.25% | $32,008,808 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.38% | 106,712 | -180,864 | -62.89% | $31,788,552 |
| ALPHABET INC | GOOGL | Communication Services | 1.34% | 86,221 | +9,621 | +12.56% | $30,812,876 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.28% | 58,868 | -530 | -0.89% | $29,513,970 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.28% | 133,706 | -1,182 | -0.88% | $29,480,896 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.25% | 49,596 | +47,835 | +2716.35% | $28,810,719 |
| ELI LILLY & CO | LLY | Healthcare | 1.24% | 23,731 | +2,764 | +13.18% | $28,464,025 |
| LINDE PLC | LIN | Other | 1.23% | 54,640 | +2 | +0.00% | $28,354,768 |
| BROOKFIELD CORP | BN | Financial Services | 1.20% | 648,145 | -9,357 | -1.42% | $27,604,478 |
| AMETEK INC | AME | Industrials | 1.16% | 110,491 | +1,515 | +1.39% | $26,732,137 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.12% | 50,371 | -470 | -0.92% | $25,870,466 |
| CURTISS WRIGHT CORP | CW | Industrials | 1.09% | 33,248 | +186 | +0.56% | $25,194,311 |
Showing 30 of 272 holdings in the latest reporting period.