§ 13F · FUND PROFILE
Smith Salley Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1728.5T (13F)Positions · 256Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2019.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 778K | $145.1T | 7.2% | NEW |
| 2 | MSFT | MICROSOFT CORP | 237K | $114.8T | 5.7% | NEW |
| 3 | AAPL | APPLE INC | 414K | $112.5T | 5.6% | NEW |
| 4 | GOOG | ALPHABET INC | 276K | $86.6T | 4.3% | NEW |
| 5 | AMZN | AMAZON COM INC | 274K | $63.3T | 3.1% | NEW |
| 6 | META | META PLATFORMS INC | 79K | $52.1T | 2.6% | NEW |
| 7 | JPM | JPMORGAN CHASE & CO. | 158K | $51.0T | 2.5% | NEW |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 101K | $50.9T | 2.5% | NEW |
| 9 | TJX | TJX COS INC NEW | 278K | $42.6T | 2.1% | NEW |
| 10 | V | VISA INC | 118K | $41.5T | 2.1% | NEW |
§ 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 $1728504.1 trillion in assets. The fund runs a broad portfolio of 256 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed