Smith Salley Wealth Management
CIK 1482012
13F filing for Q2 2026・No. 1,511
- Holdings
- US$2.3B
- Quarter change
- +US$312.84M
- Entries
- 275
- Net bought (estimate)
- +US$75.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 14
- Cut 86
- Added 123
- Corporate actions 2
- Unchanged 44
Largest holdings
275 stocks worth US$2.3B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 778,282 | US$155.73M | 6.77% |
| AAPLAppleCOM | Cut | 412,027 | US$119.22M | 5.18% |
| GOOGALPHABET INCCAP STK CL C | Cut | 277,743 | US$98.13M | 4.26% |
| MSFTMicrosoftCOM | Added | 243,743 | US$90.92M | 3.95% |
| AMZNAmazonCOM | Cut | 266,045 | US$63.41M | 2.75% |
| AVGOBroadcomCOM | Added | 162,684 | US$61.45M | 2.67% |
| MUMicronCOM | Cut | 49,183 | US$56.77M | 2.47% |
| JPMJPMORGAN CHASE & COCOM | Added | 162,429 | US$53.17M | 2.31% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Added | 26,703 | US$53.12M | 2.31% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 101,635 | US$50.86M | 2.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.