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Smith Salley Wealth Management
Updated 2 days agoManaged by Smith Salley Wealth Management • Latest filing Q3 2026
Portfolio value
$2.4B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $2B |
| Q1 2026 | $2B |
| Q2 2026 | $2.3B |
| Q3 2026 | $2.4B |
Top holdings
275 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $181.2M | 793.6K | 7.49% | — | |
| 2 | $142M | 426.4K | 5.87% | — | |
| 3 | $133.4M | 260.1K | 5.51% | — | |
| 4 | $97M | 284.6K | 4.01% | — | |
| 5 | $67.7M | 271.8K | 2.80% | — | |
| 6 | $60.1M | 82.9K | 2.48% | — | |
| 7 | $60.1M | 171.0K | 2.48% | — | |
| 8 | $54.4M | 164.3K | 2.25% | — | |
| 9 | $53.8M | 50.5K | 2.22% | — | |
| 10 | $51.6M | 103.7K | 2.13% | — | |
| 11 | $49.8M | 27.5K | 2.06% | — | |
| 12 | $47.5M | 132.3K | 1.96% | — | |
| 13 | $42.9M | 163.9K | 1.77% | — | |
| 14 | $42.8M | 210.1K | 1.77% | — | |
| 15 | $41.5M | 104.7K | 1.72% | — | |
| 16 | $40.5M | 218.1K | 1.67% | — | |
| 17 | $39M | 462.9K | 1.61% | — | |
| 18 | $39M | 57.7K | 1.61% | — | |
| 19 | $37.7M | 284.9K | 1.56% | — | |
| 20 | $32.3M | 52.8K | 1.33% | — |