Smith Salley Wealth Management — 13F holdings

Smith Salley Wealth Management reported 275 holdings worth $2.30B in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $156M (6.8%)
  2. AAPL APPLE INC — $119M (5.2%)
  3. GOOG ALPHABET INC — $98.1M (4.3%)
  4. MSFT MICROSOFT CORP — $90.9M (4.0%)
  5. AMZN AMAZON COM INC — $63.4M (2.8%)
  6. AVGO BROADCOM INC — $61.5M (2.7%)
  7. MU MICRON TECHNOLOGY INC — $56.8M (2.5%)
  8. JPM JPMorgan Chase & Co. — $53.2M (2.3%)
  9. ASML ASML Holding N V — $53.1M (2.3%)
  10. BRK.B BERKSHIRE HATHAWAY INC DEL — $50.9M (2.2%)