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 $2.30B across 275 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($155.7M, 6.77%), AAPL ($119.2M, 5.18%), GOOG ($98.1M, 4.26%), MSFT ($90.9M, 3.95%), AMZN ($63.4M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $155.7M | 6.77% | 778,282 | Added |
| 2 | AAPL | APPLE INC | $119.2M | 5.18% | 412,027 | Trimmed |
| 3 | GOOG | ALPHABET INC | $98.1M | 4.26% | 277,743 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $90.9M | 3.95% | 243,743 | Added |
| 5 | AMZN | AMAZON COM INC | $63.4M | 2.75% | 266,045 | Trimmed |
| 6 | AVGO | BROADCOM INC | $61.5M | 2.67% | 162,684 | Added |
| 7 | MU | MICRON TECHNOLOGY INC | $56.8M | 2.47% | 49,183 | Trimmed |
| 8 | ASML | ASML HLDG NV | $53.1M | 2.31% | 26,703 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $53.2M | 2.31% | 162,429 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.9M | 2.21% | 101,635 | Trimmed |
| 11 | META | META PLATFORMS INC | $45.5M | 1.98% | 80,744 | Added |
| 12 | TJX | TJX COS INC NEW | $42.2M | 1.83% | 278,620 | Trimmed |
| 13 | V | VISA INC | $41.3M | 1.79% | 120,349 | Trimmed |
| 14 | ADI | ANALOG DEVICES INC | $40.8M | 1.77% | 102,631 | Trimmed |
| 15 | RTX | RTX CORPORATION | $40.6M | 1.76% | 214,007 | Added |
| 16 | ABBV | ABBVIE INC | $40.0M | 1.74% | 159,074 | Trimmed |
| 17 | APH | AMPHENOL CORP | $39.5M | 1.72% | 223,966 | Added |
| 18 | ANET | ARISTA NETWORKS INC | $34.5M | 1.50% | 203,226 | Added |
| 19 | NEE | NEXTERA ENERGY INC | $32.0M | 1.39% | 364,690 | Added |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $31.8M | 1.38% | 106,712 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $30.8M | 1.34% | 86,221 | Added |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $29.5M | 1.28% | 58,868 | Trimmed |
| 23 | LOW | LOWES COS INC | $29.5M | 1.28% | 133,706 | Trimmed |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $28.8M | 1.25% | 49,596 | Added |
| 25 | LLY | ELI LILLY & CO | $28.5M | 1.24% | 23,731 | Added |
Source: SEC Form 13F filings · as of 2026-06-30