Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Smith Salley Wealth Management (CIK 1482012) reported $1.99B across 267 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($135.4M, 6.81%), AAPL ($105.7M, 5.31%), MSFT ($89.3M, 4.49%), GOOG ($79.8M, 4.01%), AMZN ($58.5M, 2.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $135.4M | 6.81% | 776,126 | Trimmed |
| 2 | AAPL | APPLE INC | $105.7M | 5.31% | 416,451 | Added |
| 3 | MSFT | MICROSOFT CORP | $89.3M | 4.49% | 241,109 | Added |
| 4 | GOOG | ALPHABET INC | $79.8M | 4.01% | 278,314 | Added |
| 5 | AMZN | AMAZON COM INC | $58.5M | 2.94% | 281,023 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.1M | 2.47% | 102,525 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $47.4M | 2.38% | 161,087 | Added |
| 8 | META | META PLATFORMS INC | $46.1M | 2.32% | 80,627 | Added |
| 9 | TJX | TJX COS INC NEW | $44.9M | 2.26% | 281,025 | Added |
| 10 | RTX | RTX CORPORATION | $41.3M | 2.08% | 213,989 | Added |
| 11 | AVGO | BROADCOM INC | $38.8M | 1.95% | 125,497 | Added |
| 12 | V | VISA INC | $36.5M | 1.83% | 120,744 | Added |
| 13 | ADI | ANALOG DEVICES INC | $35.1M | 1.77% | 110,472 | Added |
| 14 | ABBV | ABBVIE INC | $35.0M | 1.76% | 160,791 | Added |
| 15 | ASML | ASML HLDG NV | $34.6M | 1.74% | 26,200 | Trimmed |
| 16 | NEE | NEXTERA ENERGY INC | $33.8M | 1.70% | 363,765 | Added |
| 17 | LOW | LOWES COS INC | $31.9M | 1.60% | 134,888 | Added |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $29.2M | 1.47% | 59,398 | Added |
| 19 | MRVL | MARVELL TECHNOLOGY INC | $28.5M | 1.43% | 287,576 | Added |
| 20 | LIN | LINDE PLC | $27.1M | 1.36% | 54,638 | Added |
| 21 | BN | BROOKFIELD CORP | $26.6M | 1.34% | 657,502 | Added |
| 22 | CVX | CHEVRON CORPORATION | $26.2M | 1.32% | 126,862 | Added |
| 23 | MA | MASTERCARD INCORPORATED | $25.4M | 1.28% | 50,841 | Added |
| 24 | ANET | ARISTA NETWORKS INC | $24.3M | 1.22% | 197,992 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $23.6M | 1.19% | 163,735 | Added |
Source: SEC Form 13F filings · as of 2026-03-31