§ 13F · FUND PROFILE
Smith Salley Wealth Management.
AUM · $2.3B (13F)Positions · 275Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 778K | $156M | 6.8% | ±0% |
| 2 | AAPL | APPLE INC | 412K | $119M | 5.2% | −1% |
| 3 | GOOG | ALPHABET INC | 278K | $98M | 4.3% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 244K | $91M | 4.0% | +1% |
| 5 | AMZN | AMAZON COM INC | 266K | $63M | 2.8% | −5% |
| 6 | AVGO | BROADCOM INC | 163K | $61M | 2.7% | +30% |
| 7 | MU | MICRON TECHNOLOGY INC | 49K | $57M | 2.5% | −2% |
| 8 | JPM | JPMORGAN CHASE & CO | 162K | $53M | 2.3% | +1% |
| 9 | ASML | ASML HLDG NV | 27K | $53M | 2.3% | +2% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 102K | $51M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMITH SIGNAL
AC read
Smith Salley Wealth Management is a Other fund managing $2.3 billion in assets. The fund runs a broad portfolio of 275 positions.
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