Smith Salley Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Smith Salley Wealth Management reported 275 stock positions worth $2.3 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Apple (AAPL, 5.2%) and Alphabet Class C (GOOG, 4.3%). Compared with Q1 2026, it opened 20 new positions, sold out of 13, added to 123 and reduced 87. The biggest buy was Advanced Micro Devices (AMD, shares +2716%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- GREENSBORO, NC
- CIK
- 0001482012
- Portfolio Value
- $2.3B (Q2 2026)
- SEC Filing
- 0001062993-26-003799 ↗ filed Jul 23, 2026
Holdings Value
Holdings 275 stocks · $2.3B
| NVDA Nvidia Corp. | 6.77% | 778,282 | $155.7M | Add +0.3% |
| AAPL Apple Inc. | 5.18% | 412,027 | $119.2M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 4.26% | 277,743 | $98.1M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.95% | 243,743 | $90.9M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.75% | 266,045 | $63.4M | Reduce -5.3% |
| AVGO Broadcom Inc. | 2.67% | 162,684 | $61.5M | Add +29.6% |
| MU Micron Technology Inc. | 2.47% | 49,183 | $56.8M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 2.31% | 162,429 | $53.2M | Add +0.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.31% | 26,703 | $53.1M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.21% | 101,635 | $50.9M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 1.98% | 80,744 | $45.5M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.83% | 278,620 | $42.2M | Reduce -0.9% |
| V Visa Inc. Class A | 1.79% | 120,349 | $41.3M | Reduce -0.3% |
| ADI Analog Devices Inc. | 1.77% | 102,631 | $40.8M | Reduce -7.1% |
| RTX RTX Corp. | 1.76% | 214,007 | $40.6M | Add +0.0% |
| ABBV Abbvie Inc. | 1.74% | 159,074 | $40.0M | Reduce -1.1% |
| APH Amphenol Corp. Class A | 1.72% | 223,966 | $39.5M | Add +135.0% |
| ANET Arista Networks Inc. | 1.50% | 203,226 | $34.5M | Add +2.6% |
| NEE Nextera Energy Inc. | 1.39% | 364,690 | $32.0M | Add +0.3% |
| MRVL Marvell Technology Inc. | 1.38% | 106,712 | $31.8M | Reduce -62.9% |
| GOOGL Alphabet Inc. Class A | 1.34% | 86,221 | $30.8M | Add +12.6% |
| TMO Thermo Fisher Scientific Inc. | 1.28% | 58,868 | $29.5M | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 1.28% | 133,706 | $29.5M | Reduce -0.9% |
| AMD Advanced Micro Devices | 1.25% | 49,596 | $28.8M | Add +2716.3% |
| LLY Eli Lilly & Co. | 1.24% | 23,731 | $28.5M | Add +13.2% |
| LIN Linde PLC | 1.23% | 54,640 | $28.4M | Add +0.0% |
| BN Brookfield Corp. | 1.20% | 648,145 | $27.6M | Reduce -1.4% |
| AME Ametek Inc. | 1.16% | 110,491 | $26.7M | Add +1.4% |
| MA Mastercard Inc. Class A | 1.12% | 50,371 | $25.9M | Reduce -0.9% |
| CW Curtiss-Wright Corp. | 1.09% | 33,248 | $25.2M | Add +0.6% |
| PG The Procter & Gamble Co. | 1.05% | 165,153 | $24.2M | Add +0.9% |
| CVX Chevron Corp. | 0.93% | 129,777 | $21.5M | Add +2.3% |
| CASY Casey's General Stores Inc. | 0.92% | 26,726 | $21.2M | Reduce -12.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.90% | 387,811 | $20.6M | Add +108.9% |
| UNP Union Pacific Corp. | 0.87% | 73,828 | $20.1M | Add +0.3% |
| PNC PNC Financial Services Group | 0.87% | 80,906 | $19.9M | Add +1.6% |
| NXPI NXP Semiconductors NV | 0.86% | 70,573 | $19.8M | Reduce -14.1% |
| CAT Caterpillar Inc. | 0.83% | 17,889 | $19.1M | Add +3.0% |
| MKL Markel Group Inc. | 0.78% | 9,151 | $17.9M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.74% | 125,785 | $17.0M | Add +0.5% |
| ABT Abbott Laboratories | 0.74% | 187,213 | $17.0M | Reduce -1.3% |
| SPHY SS SPDR P High Yield ETF | 0.73% | 715,925 | $16.8M | Add +293.9% |
| CMI Cummins Inc. | 0.71% | 23,045 | $16.4M | Add +2.5% |
| JNJ Johnson & Johnson | 0.70% | 63,130 | $16.0M | Add +9.2% |
| CSCO Cisco Systems Inc. | 0.69% | 135,028 | $15.9M | Add +77.3% |
| SPGI S&P Global Inc. | 0.69% | 38,904 | $15.8M | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.67% | 39,707 | $15.4M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 54,255 | $15.3M | Add +122.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.56% | 45,191 | $12.9M | Reduce -1.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.56% | 245,485 | $12.9M | Reduce -1.9% |
| MDT Medtronic PLC | 0.55% | 162,575 | $12.7M | Reduce 0.0% |
| TDG Transdigm Group Inc. | 0.53% | 9,148 | $12.2M | Add +13.4% |
| CL Colgate-Palmolive Co. | 0.51% | 128,961 | $11.8M | Add +2.8% |
| AZN Astrazeneca PLC | 0.50% | 61,200 | $11.6M | Reduce -11.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 119,957 | $11.6M | Add +2.7% |
| ROP Roper Technologies Inc. | 0.48% | 32,879 | $11.1M | Reduce -3.2% |
| MBB iShares MBS ETF | 0.47% | 115,609 | $10.9M | Reduce -29.8% |
| NOC Northrop Grumman Corp. | 0.47% | 21,033 | $10.7M | Reduce -1.5% |
| WMT Walmart Inc. | 0.43% | 88,401 | $10.0M | Add +4.8% |
| XYL Xylem Inc. | 0.41% | 79,697 | $9.4M | Reduce -1.9% |
| BAC Bank of America Corp. | 0.40% | 162,266 | $9.2M | Add +3.4% |
| ETN Eaton Corp. PLC | 0.33% | 17,907 | $7.6M | Reduce -5.3% |
| HD Home Depot Inc. | 0.33% | 21,622 | $7.6M | Add +0.8% |
| DUK Duke Energy Corp. | 0.33% | 59,147 | $7.5M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.32% | 91,728 | $7.5M | Add +3.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.32% | 171,419 | $7.3M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.31% | 17,096 | $7.1M | Add +7.9% |
| FBNC First Bancorp | 0.31% | 110,644 | $7.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 18,805 | $7.0M | Reduce -0.2% |
| MS Morgan Stanley | 0.28% | 30,845 | $6.4M | Add +4.4% |
| AMAT Applied Materials Inc. | 0.26% | 8,330 | $6.0M | Reduce -7.2% |
| VGT Vanguard Info Tech ETF | 0.26% | 50,353 | $6.0M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.26% | 17,792 | $6.0M | Reduce -10.2% |
| IEMG iShares Core MSCI Emerging | 0.26% | 71,358 | $5.9M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.25% | 45,198 | $5.8M | Add +2.9% |
| TXN Texas Instruments Inc. | 0.24% | 18,743 | $5.6M | Reduce -8.2% |
| MCO Moody's Corp. | 0.22% | 11,164 | $5.1M | Add +3.1% |
| BAM Brookfield Asset Mgmt-A | 0.22% | 112,311 | $5.0M | Reduce -0.7% |
| FNCL Fidelity MSCI Financial Indx | 0.20% | 59,305 | $4.5M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 6,075 | $4.5M | Reduce -25.2% |
| AXP American Express Co. | 0.19% | 13,053 | $4.4M | Add +0.8% |
| SBUX Starbucks Corp. | 0.19% | 42,808 | $4.4M | Add +2.5% |
| BLK BlackRock Inc. | 0.19% | 4,470 | $4.3M | Add +7.1% |
| AEP American Electric Power | 0.19% | 31,251 | $4.3M | Add +2.5% |
| NFLX Netflix Inc. | 0.18% | 58,409 | $4.2M | Add +111.4% |
| CB Chubb Ltd. | 0.18% | 12,176 | $4.1M | Add +22.3% |
| AMGN Amgen Inc. | 0.18% | 11,307 | $4.1M | Add +1.9% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.17% | 57,756 | $4.0M | Reduce -1.7% |
| DLR Digital Realty Trust Inc. | 0.17% | 21,484 | $3.9M | Add +76.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 5,152 | $3.8M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.16% | 9,008 | $3.8M | Add +5.2% |
| MCD McDonald's Corp. | 0.15% | 13,108 | $3.5M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 40,089 | $3.5M | Add +2.0% |
| C Citigroup Inc. | 0.15% | 24,395 | $3.4M | New |
| ISRG Intuitive Surgical Inc. | 0.15% | 8,480 | $3.4M | Add +33.8% |
| FHLC Fidelity MSCI Health Care | 0.15% | 43,256 | $3.3M | Reduce -1.9% |
| T AT&T Inc. | 0.14% | 158,663 | $3.3M | Add +1.4% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 59,300 | $3.2M | No change |
| MELI MercadoLibre Inc. | 0.14% | 1,887 | $3.2M | Add +11.1% |
| NOW ServiceNow Inc. | 0.13% | 30,900 | $3.1M | Add +32.6% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.73 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.56 |
| TJX TJX Companies Inc. | Reduce -0.9% | 1.83% | −0.42 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 1.28% | −0.32 |
| MBB iShares MBS ETF | Reduce -29.8% | 0.47% | −0.31 |
| NOC Northrop Grumman Corp. | Reduce -1.5% | 0.47% | −0.27 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.21% | −0.26 |
| ABT Abbott Laboratories | Reduce -1.3% | 0.74% | −0.24 |
| CASY Casey's General Stores Inc. | Reduce -12.8% | 0.92% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 2.75% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 1.28% | −0.19 |
| AZN Astrazeneca PLC | Reduce -11.2% | 0.50% | −0.18 |
| WFC Wells Fargo & Co. | Reduce -85.5% | 0.02% | −0.16 |
| MDT Medtronic PLC | Reduce 0.0% | 0.55% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 1.12% | −0.15 |
| COP Conocophillips | Reduce -59.9% | 0.06% | −0.15 |
| SPGI S&P Global Inc. | Reduce -0.6% | 0.69% | −0.15 |
| BN Brookfield Corp. | Reduce -1.4% | 1.20% | −0.14 |
| AAPL Apple Inc. | Reduce -1.1% | 5.18% | −0.13 |
| ROP Roper Technologies Inc. | Reduce -3.2% | 0.48% | −0.12 |
| MKL Markel Group Inc. | Reduce -0.2% | 0.78% | −0.11 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.9% | 0.56% | −0.10 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.09 |
| XYL Xylem Inc. | Reduce -1.9% | 0.41% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -25.2% | 0.20% | −0.07 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.33% | −0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -2.3% | 0.32% | −0.06 |
| MRVL Marvell Technology Inc. | Reduce -62.9% | 1.38% | −0.05 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
| V Visa Inc. Class A | Reduce -0.3% | 1.79% | −0.04 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.7% | 0.22% | −0.03 |
| FENY Fidelity MSCI Energy Index | Reduce -15.7% | 0.05% | −0.03 |
| PGR Progressive Corp. | Reduce -21.3% | 0.09% | −0.03 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -1.7% | 0.17% | −0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.1% | 1.74% | −0.02 |
| FNCL Fidelity MSCI Financial Indx | Reduce -1.7% | 0.20% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.2% | 0.13% | −0.01 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.01 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.01 |
| CEG Constellation Energy | Sold out | 0.00% | −0.01 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -1.9% | 0.15% | −0.01 |
| OR Or Royalties Inc. | Sold out | 0.00% | −0.01 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.01 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -1.8% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -8.0% | 0.09% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -5.3% | 0.33% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +2716.3% | 1.25% | +1.23 |
| APH Amphenol Corp. Class A | Add +135.0% | 1.72% | +1.11 |
| AVGO Broadcom Inc. | Add +29.6% | 2.67% | +0.72 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.9% | 2.31% | +0.57 |
| SPHY SS SPDR P High Yield ETF | Add +293.9% | 0.73% | +0.52 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +108.9% | 0.90% | +0.40 |
| CSCO Cisco Systems Inc. | Add +77.3% | 0.69% | +0.39 |
| IBM Intl Business Machines Corp. | Add +122.1% | 0.66% | +0.37 |
| ANET Arista Networks Inc. | Add +2.6% | 1.50% | +0.28 |
| LLY Eli Lilly & Co. | Add +13.2% | 1.24% | +0.27 |
| GOOGL Alphabet Inc. Class A | Add +12.6% | 1.34% | +0.23 |
| CAT Caterpillar Inc. | Add +3.0% | 0.83% | +0.21 |
| C Citigroup Inc. | New | 0.15% | +0.15 |
| CMI Cummins Inc. | Add +2.5% | 0.71% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +7.9% | 0.31% | +0.09 |
| ELV Elevance Health Inc. | Add +0.5% | 0.67% | +0.09 |
| STX Seagate Technology Holdings | New | 0.07% | +0.07 |
| TDG Transdigm Group Inc. | Add +13.4% | 0.53% | +0.06 |
| DLR Digital Realty Trust Inc. | Add +76.5% | 0.17% | +0.06 |
| NFLX Netflix Inc. | Add +111.4% | 0.18% | +0.05 |
| SNPS Synopsys Inc. | Add +57.1% | 0.12% | +0.04 |
| MS Morgan Stanley | Add +4.4% | 0.28% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | New | 0.03% | +0.03 |
| DFAU Dimensional US Core Equity M | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | Add +1.6% | 0.87% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +168.0% | 0.04% | +0.03 |
| GLW Corning Inc. | Add +9.0% | 0.06% | +0.03 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +3.4% | 0.40% | +0.02 |
| CB Chubb Ltd. | Add +22.3% | 0.18% | +0.02 |
| LRCX Lam Research Corp. | Add +18.7% | 0.03% | +0.01 |
| ROK Rockwell Automation Inc. | New | 0.01% | +0.01 |
| WDC Western Digital Corp. | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | New | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.01% | +0.01 |
| ASTS Ast Spacemobile Inc. | New | 0.01% | +0.01 |
| RVTY Revvity Inc. | New | 0.01% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +25.1% | 0.06% | +0.01 |
| NOW ServiceNow Inc. | Add +32.6% | 0.13% | +0.01 |
| AXON Axon Enterprise Inc. | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +4.7% | 0.13% | +0.01 |
| VIS Vanguard Industrials ETF | New | 0.01% | +0.01 |
| IWL iShares Russell Top 200 ETF | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +45.4% | 0.03% | +0.01 |
| NUE Nucor Corp. | New | 0.01% | +0.01 |
| SCHM Schwab US Mid Cap ETF | New | 0.01% | +0.01 |
| TEL Te Connectivity PLC | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +17.7% | 0.03% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $2.3B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 267 | $2.0B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q4 2025 | 264 | $2.0B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q3 2025 | 263 | $1.9B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q2 2025 | 255 | $1.7B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 244 | $1.5B | AAPL, MSFT, NVDA, BRK.B, AMZN |
| Q4 2024 | 245 | $1.6B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q3 2024 | 235 | $1.5B | MSFT, AAPL, NVDA, AMZN, BRK.B |
| Q2 2024 | 225 | $1.4B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2024 | 222 | $1.3B | MSFT, AAPL, NVDA, AMZN, BRK.B |