13F Insight
DOSSIER · 13F-HR · Q2 2026

Smith Salley Wealth Management

$2.3B in tracked AUM across 275 positions as of Q2 2026.

SS
CIK 0001482012 · last filed Jun 30, 2026
Total AUM
$2.3B
as of Q2 2026
Holdings
275
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Smith Salley Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$156M778K6.8%02
AAPL
APPLE INC
$119M412K5.2%03
GOOG
ALPHABET INC
$98M278K4.3%04
MSFT
MICROSOFT CORP
$91M244K4.0%05
AMZN
AMAZON COM INC
$63M266K2.8%06
AVGO
BROADCOM INC
$61M163K2.7%07
MU
MICRON TECHNOLOGY INC
$57M49K2.5%08
JPM
JPMORGAN CHASE & CO
$53M162K2.3%09
N07059210
ASML HLDG NV
$53M27K2.3%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$51M102K2.2%

Filing history

2026Q2Jun 30
$2.3B▲ 15.7%
275 positionsView →2026Q1Mar 31
$2.0B▼ 1.5%
267 positionsView →2025Q4Dec 31
$2.0B▲ 3.9%
264 positionsView →2025Q3Sep 30
$1.9B▲ 160.0%
264 positionsView →2025Q2Jun 30
$747M▼ 51.0%
93 positionsLocked2025Q1Mar 31
$1.5B▼ 2.0%
245 positionsLocked2024Q4Dec 31
$1.6B▲ 1.8%
245 positionsLocked2024Q3Sep 30
$1.5B▲ 9.8%
235 positionsLocked2024Q2Jun 30
$1.4B▲ 8.1%
226 positionsLocked2024Q1Mar 31
$1.3B▼ 16.7%
223 positionsLocked2023Q4Dec 31
$1.5B▲ 14.8%
373 positionsLocked2023Q3Sep 30
$1.3B▼ 0.6%
352 positionsLocked
Showing 12 of 61