Smith Salley Wealth Management
Q3 2026 13F filing
Updated 2 days ago275 disclosed positions worth $2.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $181.2M | 793.6K | 7.49% | — |
| 2 | A APPLE INC | $142M | 426.4K | 5.87% | — |
| 3 | M MICROSOFT CORP | $133.4M | 260.1K | 5.51% | — |
| 4 | G ALPHABET INC | $97M | 284.6K | 4.01% | — |
| 5 | A AMAZON COM INC | $67.7M | 271.8K | 2.80% | — |
| 6 | M META PLATFORMS INC | $60.1M | 82.9K | 2.48% | — |
| 7 | A BROADCOM INC | $60.1M | 171.0K | 2.48% | — |
| 8 | J JPMORGAN CHASE & CO | $54.4M | 164.3K | 2.25% | — |
| 9 | M MICRON TECHNOLOGY INC | $53.8M | 50.5K | 2.22% | — |
| 10 | B BERKSHIRE HATHAWAY INC DEL | $51.6M | 103.7K | 2.13% | — |
| 11 | A ASML HLDG NV | $49.8M | 27.5K | 2.06% | — |
| 12 | V VISA INC | $47.5M | 132.3K | 1.96% | — |
| 13 | A ABBVIE INC | $42.9M | 163.9K | 1.77% | — |
| 14 | A ARISTA NETWORKS INC | $42.8M | 210.1K | 1.77% | — |
| 15 | A ANALOG DEVICES INC | $41.5M | 104.7K | 1.72% | — |
| 16 | R RTX CORPORATION | $40.5M | 218.1K | 1.67% | — |
| 17 | A AMPHENOL CORP | $39M | 462.9K | 1.61% | — |
| 18 | T THERMO FISHER SCIENTIFIC INC | $39M | 57.7K | 1.61% | — |
| 19 | T TJX COS INC NEW | $37.7M | 284.9K | 1.56% | — |
| 20 | A ADVANCED MICRO DEVICES INC | $32.3M | 52.8K | 1.33% | — |
| 21 | M MASTERCARD INCORPORATED | $31.6M | 57.3K | 1.31% | — |
| 22 | L ELI LILLY & CO | $31M | 26.8K | 1.28% | — |
| 23 | G ALPHABET INC | $30.5M | 88.5K | 1.26% | — |
| 24 | M MARVELL TECHNOLOGY INC | $29.2M | 110.7K | 1.21% | — |
| 25 | S SPDR SERIES TRUST | $29.1M | 1.29M | 1.20% | — |
| 26 | N NEXTERA ENERGY INC | $28.2M | 372.4K | 1.17% | — |
| 27 | A AMETEK INC | $28.2M | 113.8K | 1.16% | — |
| 28 | L LINDE PLC | $26.6M | 55.9K | 1.10% | — |
| 29 | C CHEVRON CORPORATION | $26M | 127.5K | 1.08% | — |
| 30 | L LOWES COS INC | $24.8M | 134.6K | 1.03% | — |
| 31 | P PROCTER & GAMBLE CO | $24.3M | 167.5K | 1.01% | — |
| 32 | B BROOKFIELD CORP | $24.2M | 664.7K | 1.00% | — |
| 33 | U UNION PAC CORP | $20.5M | 75.4K | 0.85% | — |
| 34 | E ISHARES TR | $19.6M | 389.3K | 0.81% | — |
| 35 | A ABBOTT LABORATORIES | $18.9M | 191.1K | 0.78% | — |
| 36 | C CURTISS WRIGHT CORP | $18.6M | 34.2K | 0.77% | — |
| 37 | P PNC FINL SVCS GROUP INC | $18.5M | 83.1K | 0.76% | — |
| 38 | N NXP SEMICONDUCTORS N V | $17.3M | 72.7K | 0.71% | — |
| 39 | J JOHNSON & JOHNSON | $16.9M | 63.7K | 0.70% | — |
| 40 | C CASEYS GEN STORES INC | $16.8M | 27.6K | 0.69% | — |
| 41 | E ELEVANCE HEALTH INC FORMERLY | $15.9M | 40.8K | 0.66% | — |
| 42 | P PEPSICO INC | $15.8M | 124.9K | 0.65% | — |
| 43 | S S&P GLOBAL INC | $15.6M | 39.6K | 0.65% | — |
| 44 | X EXXONMOBIL HOLDINGS CORP | $14.6M | 89.8K | 0.60% | — |
| 45 | M MEDTRONIC PLC | $14.5M | 167.6K | 0.60% | — |
| 46 | C CATERPILLAR INC | $14.4M | 17.8K | 0.60% | — |
| 47 | T TAIWAN SEMICONDUCTOR MANUFAC | $14.1M | 30.9K | 0.58% | — |
| 48 | C CISCO SYS INC | $13.8M | 128.7K | 0.57% | — |
| 49 | F FIDELITY COVINGTON TRUST | $13.5M | 45.2K | 0.56% | — |
| 50 | M MARKEL GROUP INC | $12.8M | 7.5K | 0.53% | — |