§ 13F · FUND PROFILE
Smith Salley Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 256Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 776K | $135M | 6.8% | ±0% |
| 2 | AAPL | APPLE INC | 416K | $106M | 5.3% | +1% |
| 3 | MSFT | MICROSOFT CORP | 241K | $89M | 4.5% | +2% |
| 4 | GOOG | ALPHABET INC | 278K | $80M | 4.0% | +1% |
| 5 | AMZN | AMAZON COM INC | 281K | $59M | 2.9% | +3% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 103K | $49M | 2.5% | +1% |
| 7 | JPM | JPMORGAN CHASE & CO | 161K | $47M | 2.4% | +2% |
| 8 | META | META PLATFORMS INC | 81K | $46M | 2.3% | +2% |
| 9 | TJX | TJX COS INC NEW | 281K | $45M | 2.3% | +1% |
| 10 | RTX | RTX CORPORATION | 214K | $41M | 2.1% | +3% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 256 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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