Smith Salley Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Smith Salley Wealth Management reported 255 stock positions worth $1.7 billion. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Microsoft (MSFT, 6.5%) and Apple (AAPL, 4.8%). Compared with Q1 2025, it opened 20 new positions, sold out of 9, added to 154 and reduced 44. The biggest buy was Nvidia (NVDA, shares +21%) and the biggest sale an exit from iShares 7-10 Year Treasury B (IEF).
- Most Recent 13F
- Q2 2026
- Location
- GREENSBORO, NC
- CIK
- 0001482012
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0001062993-25-012934 ↗ filed Jul 17, 2025
Holdings Value
Holdings 255 stocks · $1.7B
| NVDA Nvidia Corp. | 7.29% | 798,020 | $126.1M | Add +21.1% |
| MSFT Microsoft Corp. | 6.50% | 225,844 | $112.3M | Add +2.2% |
| AAPL Apple Inc. | 4.83% | 406,816 | $83.5M | Add +2.1% |
| AMZN Amazon.com Inc. | 3.34% | 263,387 | $57.8M | Add +2.9% |
| META Meta Platforms Inc. Class A | 3.28% | 76,745 | $56.6M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 2.84% | 169,365 | $49.1M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.83% | 100,688 | $48.9M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 2.72% | 264,998 | $47.0M | Add +3.3% |
| V Visa Inc. Class A | 2.36% | 115,053 | $40.8M | Add +3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.95% | 273,633 | $33.8M | Add +2.9% |
| RTX RTX Corp. | 1.84% | 217,340 | $31.7M | Add +3.6% |
| MA Mastercard Inc. Class A | 1.67% | 51,477 | $28.9M | Add +3.5% |
| LOW Lowe's Cos Inc. | 1.66% | 129,477 | $28.7M | Add +2.4% |
| ABBV Abbvie Inc. | 1.65% | 154,006 | $28.6M | Add +2.0% |
| BN Brookfield Corp. | 1.58% | 441,807 | $27.3M | Add +2.2% |
| ADI Analog Devices Inc. | 1.48% | 107,319 | $25.5M | Add +2.9% |
| PG The Procter & Gamble Co. | 1.44% | 156,047 | $24.9M | Add +2.4% |
| ABT Abbott Laboratories | 1.43% | 182,078 | $24.8M | Add +2.8% |
| LIN Linde PLC | 1.40% | 51,527 | $24.2M | Add +3.6% |
| AME Ametek Inc. | 1.39% | 132,581 | $24.0M | Add +2.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.38% | 29,813 | $23.9M | Add +3.4% |
| NEE Nextera Energy Inc. | 1.36% | 337,725 | $23.4M | Add +3.3% |
| TMO Thermo Fisher Scientific Inc. | 1.34% | 57,075 | $23.1M | Add +2.5% |
| AVGO Broadcom Inc. | 1.30% | 81,433 | $22.4M | Reduce -0.4% |
| MRVL Marvell Technology Inc. | 1.27% | 283,812 | $22.0M | Add +27.7% |
| ROP Roper Technologies Inc. | 1.18% | 35,885 | $20.3M | Add +2.3% |
| SPGI S&P Global Inc. | 1.17% | 38,359 | $20.2M | Add +2.8% |
| ANET Arista Networks Inc. | 1.09% | 184,030 | $18.8M | Add +5.0% |
| MKL Markel Group Inc. | 1.08% | 9,343 | $18.7M | Add +1.8% |
| NXPI NXP Semiconductors NV | 1.07% | 84,269 | $18.4M | Add +2.4% |
| CVX Chevron Corp. | 1.05% | 126,360 | $18.1M | Add +1.5% |
| UNP Union Pacific Corp. | 1.03% | 77,518 | $17.8M | Add +2.8% |
| PEP Pepsico Inc. | 0.97% | 127,101 | $16.8M | Add +1.6% |
| ACN Accenture PLC Class A | 0.97% | 56,125 | $16.8M | Add +3.3% |
| CW Curtiss-Wright Corp. | 0.92% | 32,523 | $15.9M | Add +3.6% |
| CASY Casey's General Stores Inc. | 0.91% | 30,656 | $15.6M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.85% | 83,180 | $14.7M | Add +3.7% |
| MDT Medtronic PLC | 0.82% | 162,769 | $14.2M | Reduce -9.7% |
| PNC PNC Financial Services Group | 0.81% | 75,107 | $14.0M | Add +3.1% |
| MBB iShares MBS ETF | 0.77% | 142,575 | $13.4M | Add +23.1% |
| TDG Transdigm Group Inc. | 0.72% | 8,140 | $12.4M | Add +3.3% |
| ELV Elevance Health Inc. | 0.71% | 31,626 | $12.3M | Add +3.2% |
| MRK Merck & Co. Inc. | 0.71% | 154,683 | $12.2M | Add +1.1% |
| STZ Constellation Brands Inc. Class A | 0.68% | 71,830 | $11.7M | Add +4.4% |
| NOC Northrop Grumman Corp. | 0.63% | 21,616 | $10.8M | Add +1.9% |
| XYL Xylem Inc. | 0.62% | 82,652 | $10.7M | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 112,656 | $9.4M | Add +0.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.52% | 45,990 | $9.1M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.51% | 166,049 | $8.8M | Add +1.0% |
| CHE Chemed Corp. | 0.49% | 17,551 | $8.5M | Add +2.3% |
| WMT Walmart Inc. | 0.43% | 75,382 | $7.4M | Add +7.7% |
| HD Home Depot Inc. | 0.42% | 19,783 | $7.3M | Add +5.6% |
| JNJ Johnson & Johnson | 0.41% | 45,947 | $7.0M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.40% | 64,533 | $7.0M | Add +8.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.38% | 124,363 | $6.6M | Add +55.8% |
| BAM Brookfield Asset Mgmt-A | 0.37% | 116,233 | $6.4M | Add +3.5% |
| DUK Duke Energy Corp. | 0.37% | 54,212 | $6.4M | Add +4.7% |
| TLT iShares 20+ Year Treasury BD | 0.36% | 70,948 | $6.3M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 125,374 | $5.9M | Add +2.6% |
| ETN Eaton Corp. PLC | 0.33% | 15,868 | $5.7M | Add +3.6% |
| MCO Moody's Corp. | 0.30% | 10,457 | $5.2M | Add +3.8% |
| CAT Caterpillar Inc. | 0.29% | 13,059 | $5.1M | Add +3.5% |
| FBNC First Bancorp | 0.28% | 111,644 | $4.9M | No change |
| CSCO Cisco Systems Inc. | 0.28% | 69,449 | $4.8M | Add +1.8% |
| KO The Coca-Cola Co. | 0.27% | 65,524 | $4.6M | Add +7.0% |
| VGT Vanguard Info Tech ETF | 0.25% | 6,463 | $4.3M | Add +1.3% |
| MELI MercadoLibre Inc. | 0.25% | 1,633 | $4.3M | Add +6.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 98,644 | $4.3M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 13,977 | $4.2M | Reduce -1.6% |
| AXP American Express Co. | 0.24% | 13,171 | $4.2M | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 0.24% | 69,835 | $4.2M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 14,057 | $4.1M | Reduce -2.0% |
| FNCL Fidelity MSCI Financial Indx | 0.23% | 53,785 | $4.0M | Add +1.3% |
| TXN Texas Instruments Inc. | 0.23% | 19,013 | $3.9M | Add +2.5% |
| SBUX Starbucks Corp. | 0.22% | 42,186 | $3.9M | Add +8.4% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.22% | 58,636 | $3.8M | Add +0.2% |
| T AT&T Inc. | 0.21% | 123,888 | $3.6M | Add +3.1% |
| WFC Wells Fargo & Co. | 0.20% | 43,236 | $3.5M | Reduce -1.3% |
| HON Honeywell International Inc. | 0.19% | 13,895 | $3.2M | Add +3.4% |
| EMR Emerson Electric Co. | 0.19% | 24,145 | $3.2M | Add +2.9% |
| BLK BlackRock Inc. | 0.19% | 3,051 | $3.2M | Add +5.4% |
| QCOM Qualcomm Inc. | 0.18% | 19,696 | $3.1M | Reduce -1.0% |
| AEP American Electric Power | 0.17% | 29,148 | $3.0M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 4,886 | $3.0M | Add +5.7% |
| MS Morgan Stanley | 0.17% | 21,370 | $3.0M | Reduce -1.4% |
| ENB Enbridge Inc. | 0.17% | 66,385 | $3.0M | Add +3.8% |
| AMGN Amgen Inc. | 0.17% | 10,703 | $3.0M | Reduce -0.9% |
| NFLX Netflix Inc. | 0.17% | 2,211 | $3.0M | Add +21.2% |
| HBAN Huntington Bancshares Inc. | 0.17% | 175,243 | $2.9M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 6,686 | $2.9M | Add +17.6% |
| FHLC Fidelity MSCI Health Care | 0.16% | 44,177 | $2.8M | Add +0.7% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 21,570 | $2.8M | Add +10.1% |
| BKNG Booking Holdings Inc. | 0.16% | 473 | $2.7M | Add +20.4% |
| CB Chubb Ltd. | 0.16% | 9,452 | $2.7M | Add +3.0% |
| NOW ServiceNow Inc. | 0.16% | 2,661 | $2.7M | Add +17.0% |
| MCD McDonald's Corp. | 0.16% | 9,340 | $2.7M | Add +9.2% |
| ISRG Intuitive Surgical Inc. | 0.15% | 4,862 | $2.6M | Add +10.1% |
| CRM Salesforce Inc. | 0.15% | 9,576 | $2.6M | Add +13.1% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 59,300 | $2.5M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 4,533 | $2.5M | Add +38.6% |
Portfolio Sells Q1 2025 → Q2 2025
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.29 |
| MDT Medtronic PLC | Reduce -9.7% | 0.82% | −0.24 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.06 |
| AMGN Amgen Inc. | Reduce -0.9% | 0.17% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -72.3% | 0.01% | −0.04 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| PAYX Paychex Inc. | Reduce -0.1% | 0.14% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.0% | 0.18% | −0.02 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -6.8% | 0.06% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -0.8% | 0.07% | −0.02 |
| AUB Atlantic Union Bankshares Co. | Reduce -0.1% | 0.12% | −0.02 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.01 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.01 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -0.0% | 0.05% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 0.25% | −0.01 |
| RY Royal Bank of Canada | Reduce -40.2% | 0.02% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.13% | −0.01 |
| SO The Southern Co. | Reduce -3.1% | 0.04% | −0.01 |
| UPS United Parcel Service Class B | Reduce -9.4% | 0.02% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -24.7% | 0.02% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 0.07% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.3% | 0.20% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -11.1% | 0.02% | −0.00 |
| ENVX Enovix Corp. | Sold out | 0.00% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -0.1% | 0.02% | −0.00 |
| ALL Allstate Corp. | Reduce -1.5% | 0.02% | −0.00 |
| CMI Cummins Inc. | Reduce -5.0% | 0.03% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.5% | 0.05% | −0.00 |
| GD General Dynamics Corp. | Reduce -11.3% | 0.01% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -2.7% | 0.04% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -1.5% | 0.03% | −0.00 |
| DE Deere & Co. | Reduce -7.0% | 0.02% | −0.00 |
| HUBS HubSpot Inc. | Reduce -1.2% | 0.01% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -5.1% | 0.01% | −0.00 |
| BA The Boeing Co. | Reduce -18.2% | 0.01% | −0.00 |
| CSX CSX Corp. | Reduce -2.5% | 0.03% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.6% | 0.02% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.7% | 0.02% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -4.9% | 0.07% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -0.7% | 0.06% | −0.00 |
| LRCX Lam Research Corp. | Reduce -1.1% | 0.02% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.5% | 0.08% | +0.00 |
| AXON Axon Enterprise Inc. | Reduce -17.3% | 0.02% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.1% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.0% | 0.24% | +0.01 |
| ORCL Oracle Corp. | Reduce -15.7% | 0.05% | +0.01 |
| AXP American Express Co. | Reduce -1.3% | 0.24% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +21.1% | 7.29% | +2.62 |
| MSFT Microsoft Corp. | Add +2.2% | 6.50% | +1.06 |
| META Meta Platforms Inc. Class A | Add +3.3% | 3.28% | +0.47 |
| MRVL Marvell Technology Inc. | Add +27.7% | 1.27% | +0.37 |
| CW Curtiss-Wright Corp. | Add +3.6% | 0.92% | +0.27 |
| ANET Arista Networks Inc. | Add +5.0% | 1.09% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 2.84% | +0.18 |
| AMZN Amazon.com Inc. | Add +2.9% | 3.34% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.4% | 1.38% | +0.13 |
| SYK Stryker Corp. | New | 0.12% | +0.12 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +55.8% | 0.38% | +0.11 |
| ADI Analog Devices Inc. | Add +2.9% | 1.48% | +0.10 |
| BN Brookfield Corp. | Add +2.2% | 1.58% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 2.72% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +10.1% | 0.16% | +0.07 |
| MBB iShares MBS ETF | Add +23.1% | 0.77% | +0.06 |
| NFLX Netflix Inc. | Add +21.2% | 0.17% | +0.06 |
| ETN Eaton Corp. PLC | Add +3.6% | 0.33% | +0.06 |
| MELI MercadoLibre Inc. | Add +6.7% | 0.25% | +0.05 |
| CASY Casey's General Stores Inc. | Add +2.1% | 0.91% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +38.6% | 0.14% | +0.04 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.5% | 0.52% | +0.04 |
| NXPI NXP Semiconductors NV | Add +2.4% | 1.07% | +0.04 |
| BKNG Booking Holdings Inc. | Add +20.4% | 0.16% | +0.04 |
| NOW ServiceNow Inc. | Add +17.0% | 0.16% | +0.04 |
| USB US Bancorp | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +3.7% | 0.85% | +0.04 |
| TSLA Tesla Inc. | Add +35.0% | 0.10% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.6% | 0.17% | +0.03 |
| XLK SS Technology Select Sector | Add +96.5% | 0.05% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +32.9% | 0.11% | +0.02 |
| TFC Truist Financial Corp. | Add +102.6% | 0.05% | +0.02 |
| BX Blackstone Inc. | Add +36.4% | 0.11% | +0.02 |
| WMT Walmart Inc. | Add +7.7% | 0.43% | +0.02 |
| INTU Intuit Inc. | Add +12.1% | 0.10% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +1.3% | 0.25% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +3.5% | 0.29% | +0.02 |
| PH Parker Hannifin Corp. | New | 0.02% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.02% | +0.02 |
| DFUV Dimensional US Marketwide Va | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | Add +2.9% | 0.19% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| FDN First Trust DJ Internet Ind | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +3.6% | 1.84% | +0.02 |
| BAM Brookfield Asset Mgmt-A | Add +3.5% | 0.37% | +0.02 |
| CEG Constellation Energy | New | 0.02% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +38.6% | 0.06% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.01% | +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 |