Smith Salley Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Smith Salley Wealth Management reported 264 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Apple (AAPL, 5.6%). Compared with Q3 2025, it opened 9 new positions, sold out of 8, added to 104 and reduced 97. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- GREENSBORO, NC
- CIK
- 0001482012
- Portfolio Value
- $2.0B (Q4 2025)
- SEC Filing
- 0001062993-26-000437 ↗ filed Jan 27, 2026
Holdings Value
Holdings 264 stocks · $2.0B
| NVDA Nvidia Corp. | 7.18% | 777,821 | $145.1M | Reduce -3.8% |
| MSFT Microsoft Corp. | 5.68% | 237,331 | $114.8M | Add +1.0% |
| AAPL Apple Inc. | 5.57% | 413,982 | $112.5M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 4.29% | 275,832 | $86.6M | Add +0.7% |
| AMZN Amazon.com Inc. | 3.13% | 274,057 | $63.3M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 2.58% | 78,996 | $52.1M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 2.53% | 158,354 | $51.0M | Reduce -6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.52% | 101,345 | $50.9M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.11% | 277,634 | $42.6M | Reduce -1.0% |
| V Visa Inc. Class A | 2.06% | 118,361 | $41.5M | Add +0.2% |
| RTX RTX Corp. | 1.89% | 208,316 | $38.2M | Reduce -8.3% |
| ABBV Abbvie Inc. | 1.78% | 157,376 | $36.0M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 1.69% | 58,727 | $34.0M | Reduce -0.2% |
| AVGO Broadcom Inc. | 1.65% | 96,545 | $33.4M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 1.59% | 133,002 | $32.1M | Reduce -0.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.58% | 29,784 | $31.9M | Reduce -0.5% |
| BN Brookfield Corp. | 1.48% | 650,929 | $29.9M | Reduce -1.3% |
| ADI Analog Devices Inc. | 1.47% | 109,322 | $29.6M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 1.43% | 50,706 | $28.9M | Reduce -1.0% |
| NEE Nextera Energy Inc. | 1.41% | 354,438 | $28.5M | Add +1.0% |
| ANET Arista Networks Inc. | 1.26% | 194,344 | $25.5M | Add +0.8% |
| MRVL Marvell Technology Inc. | 1.20% | 284,341 | $24.2M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.18% | 75,913 | $23.8M | Add +0.8% |
| ABT Abbott Laboratories | 1.16% | 187,165 | $23.4M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.12% | 157,758 | $22.6M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 1.12% | 20,974 | $22.5M | Add +7.8% |
| LIN Linde PLC | 1.11% | 52,732 | $22.5M | Reduce -1.2% |
| AME Ametek Inc. | 1.10% | 107,943 | $22.2M | Reduce -17.8% |
| SPGI S&P Global Inc. | 1.00% | 38,597 | $20.2M | Reduce -0.7% |
| MKL Markel Group Inc. | 0.97% | 9,102 | $19.6M | Reduce -1.3% |
| CVX Chevron Corp. | 0.93% | 122,664 | $18.7M | Reduce -2.1% |
| CW Curtiss-Wright Corp. | 0.89% | 32,769 | $18.1M | Reduce -0.7% |
| NXPI NXP Semiconductors NV | 0.88% | 81,598 | $17.7M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.86% | 120,629 | $17.3M | Reduce -5.2% |
| CASY Casey's General Stores Inc. | 0.83% | 30,370 | $16.8M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.82% | 71,332 | $16.5M | Reduce -10.2% |
| PNC PNC Financial Services Group | 0.81% | 77,959 | $16.3M | Add +0.5% |
| MDT Medtronic PLC | 0.76% | 160,266 | $15.4M | Reduce -0.9% |
| ROP Roper Technologies Inc. | 0.74% | 33,659 | $15.0M | Reduce -5.1% |
| MU Micron Technology Inc. | 0.73% | 51,806 | $14.8M | Add +203.3% |
| MBB iShares MBS ETF | 0.73% | 154,732 | $14.7M | Add +2.1% |
| ACN Accenture PLC Class A | 0.73% | 54,686 | $14.7M | Reduce -5.0% |
| ELV Elevance Health Inc. | 0.66% | 38,095 | $13.4M | Reduce -4.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.62% | 135,605 | $12.5M | Reduce -0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.61% | 234,437 | $12.4M | Add +13.4% |
| APH Amphenol Corp. Class A | 0.60% | 89,766 | $12.1M | New |
| NOC Northrop Grumman Corp. | 0.60% | 21,159 | $12.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.57% | 55,582 | $11.5M | Add +8.1% |
| CMI Cummins Inc. | 0.55% | 21,768 | $11.1M | Add +1381.8% |
| XYL Xylem Inc. | 0.54% | 80,508 | $11.0M | Reduce -1.4% |
| TDG Transdigm Group Inc. | 0.52% | 7,936 | $10.6M | Reduce -2.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.50% | 45,108 | $10.1M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 112,413 | $10.1M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.49% | 81,719 | $9.8M | Add +8.7% |
| WMT Walmart Inc. | 0.48% | 87,100 | $9.7M | Add +6.9% |
| CL Colgate-Palmolive Co. | 0.46% | 116,466 | $9.2M | Reduce -7.4% |
| CAT Caterpillar Inc. | 0.45% | 15,868 | $9.1M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 12,032 | $8.2M | Add +154.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 148,631 | $8.2M | Add +5.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 135,196 | $7.3M | Add +2.1% |
| HD Home Depot Inc. | 0.36% | 21,010 | $7.2M | Add +5.5% |
| TLT iShares 20+ Year Treasury BD | 0.34% | 77,667 | $6.8M | Add +2.4% |
| DUK Duke Energy Corp. | 0.33% | 56,806 | $6.7M | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 22,427 | $6.6M | Add +58.8% |
| BAM Brookfield Asset Mgmt-A | 0.29% | 112,689 | $5.9M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.29% | 83,274 | $5.8M | Add +6.4% |
| CSCO Cisco Systems Inc. | 0.28% | 73,300 | $5.6M | Add +2.6% |
| FBNC First Bancorp | 0.28% | 110,644 | $5.6M | No change |
| MCO Moody's Corp. | 0.27% | 10,804 | $5.5M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.27% | 16,633 | $5.5M | Add +29.2% |
| ETN Eaton Corp. PLC | 0.27% | 16,903 | $5.4M | Add +0.6% |
| MS Morgan Stanley | 0.24% | 27,838 | $4.9M | Add +8.1% |
| VGT Vanguard Info Tech ETF | 0.24% | 6,364 | $4.8M | Reduce -1.0% |
| AXP American Express Co. | 0.24% | 12,948 | $4.8M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 13,979 | $4.7M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 0.23% | 69,246 | $4.7M | Reduce 0.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.23% | 106,852 | $4.6M | Add +2.2% |
| FNCL Fidelity MSCI Financial Indx | 0.22% | 56,311 | $4.4M | Add +0.4% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.21% | 57,943 | $4.2M | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.20% | 44,278 | $4.1M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.20% | 38,466 | $4.0M | Reduce -1.0% |
| BLK BlackRock Inc. | 0.20% | 3,782 | $4.0M | Add +2.4% |
| CRM Salesforce Inc. | 0.19% | 14,435 | $3.8M | Add +6.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 6,159 | $3.8M | Add +2.3% |
| MCD McDonald's Corp. | 0.19% | 12,230 | $3.7M | Add +6.6% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 22,721 | $3.7M | Add +0.7% |
| T AT&T Inc. | 0.18% | 146,039 | $3.6M | Add +4.1% |
| TSLA Tesla Inc. | 0.18% | 8,002 | $3.6M | Add +14.5% |
| AMGN Amgen Inc. | 0.17% | 10,786 | $3.5M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.17% | 20,526 | $3.5M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.17% | 6,083 | $3.4M | Add +4.1% |
| AEP American Electric Power | 0.17% | 29,504 | $3.4M | Add +1.3% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 23,676 | $3.4M | Add +173.7% |
| TXN Texas Instruments Inc. | 0.16% | 19,179 | $3.3M | Reduce -3.0% |
| MELI MercadoLibre Inc. | 0.16% | 1,635 | $3.3M | Reduce -3.6% |
| ENB Enbridge Inc. | 0.16% | 68,613 | $3.3M | Add +1.2% |
| SBUX Starbucks Corp. | 0.16% | 38,663 | $3.3M | Reduce -6.9% |
| BKNG Booking Holdings Inc. | 0.16% | 603 | $3.2M | Add +0.7% |
| FHLC Fidelity MSCI Health Care | 0.16% | 43,431 | $3.2M | Reduce -0.1% |
| HBAN Huntington Bancshares Inc. | 0.15% | 180,369 | $3.1M | Add +1.0% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -3.8% | 7.18% | −0.58 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 2.58% | −0.43 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.34 |
| JPM JPMorgan Chase & Co. | Reduce -6.3% | 2.53% | −0.22 |
| LIN Linde PLC | Reduce -1.2% | 1.11% | −0.19 |
| AME Ametek Inc. | Reduce -17.8% | 1.10% | −0.17 |
| ROP Roper Technologies Inc. | Reduce -5.1% | 0.74% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 1.12% | −0.16 |
| UNP Union Pacific Corp. | Reduce -10.2% | 0.82% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -0.0% | 1.59% | −0.13 |
| ABT Abbott Laboratories | Reduce -0.2% | 1.16% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 2.52% | −0.13 |
| EMR Emerson Electric Co. | Reduce -75.3% | 0.04% | −0.11 |
| ABBV Abbvie Inc. | Reduce -1.0% | 1.78% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -78.0% | 0.03% | −0.10 |
| NXPI NXP Semiconductors NV | Reduce -1.9% | 0.88% | −0.10 |
| XYL Xylem Inc. | Reduce -1.4% | 0.54% | −0.08 |
| CVX Chevron Corp. | Reduce -2.1% | 0.93% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -1.4% | 0.60% | −0.08 |
| BN Brookfield Corp. | Reduce -1.3% | 1.48% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 1.43% | −0.07 |
| RTX RTX Corp. | Reduce -8.3% | 1.89% | −0.06 |
| ADP Automatic Data Processing | Reduce -32.6% | 0.08% | −0.06 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.86% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -7.4% | 0.46% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -0.9% | 0.83% | −0.06 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.5% | 0.29% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -0.6% | 1.20% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -3.6% | 0.16% | −0.04 |
| NOW ServiceNow Inc. | Reduce -2.2% | 0.13% | −0.04 |
| MDT Medtronic PLC | Reduce -0.9% | 0.76% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -14.4% | 0.07% | −0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -2.2% | 0.52% | −0.03 |
| CW Curtiss-Wright Corp. | Reduce -0.7% | 0.89% | −0.03 |
| ORCL Oracle Corp. | Reduce -9.6% | 0.03% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 0.16% | −0.02 |
| HON Honeywell International Inc. | Reduce -4.2% | 0.13% | −0.02 |
| SBUX Starbucks Corp. | Reduce -6.9% | 0.16% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -3.9% | 0.09% | −0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -1.0% | 0.50% | −0.02 |
| SNPS Synopsys Inc. | Reduce -11.4% | 0.08% | −0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Sold out | 0.00% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Reduce -6.2% | 0.09% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -3.9% | 0.08% | −0.01 |
| ECL Ecolab Inc. | Reduce -3.0% | 0.10% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.7% | 4.29% | +0.85 |
| APH Amphenol Corp. Class A | New | 0.60% | +0.60 |
| MU Micron Technology Inc. | Add +203.3% | 0.73% | +0.59 |
| CMI Cummins Inc. | Add +1381.8% | 0.55% | +0.52 |
| LLY Eli Lilly & Co. | Add +7.8% | 1.12% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +154.1% | 0.41% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 1.18% | +0.23 |
| AAPL Apple Inc. | Add +0.9% | 5.57% | +0.20 |
| IBM Intl Business Machines Corp. | Add +58.8% | 0.33% | +0.12 |
| VYM Vanguard High DVD Yield ETF | Add +173.7% | 0.17% | +0.11 |
| JCI Johnson Controls Internation | New | 0.10% | +0.10 |
| LHX L3HARRIS Technologies Inc. | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | Add +8.1% | 0.57% | +0.08 |
| IWF iShares Russell 1000 Growth | Add +119.7% | 0.14% | +0.08 |
| CAT Caterpillar Inc. | Add +4.0% | 0.45% | +0.08 |
| XOM Exxon Mobil Corp. | Add +8.7% | 0.49% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +13.4% | 0.61% | +0.05 |
| WMT Walmart Inc. | Add +6.9% | 0.48% | +0.05 |
| NEE Nextera Energy Inc. | Add +1.0% | 1.41% | +0.05 |
| AMAT Applied Materials Inc. | Add +43.3% | 0.10% | +0.04 |
| TSCO Tractor Supply Company | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +29.2% | 0.27% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +4.1% | 0.17% | +0.04 |
| MS Morgan Stanley | Add +8.1% | 0.24% | +0.03 |
| BAC Bank of America Corp. | Add +5.0% | 0.40% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.6% | 0.28% | +0.03 |
| PH Parker Hannifin Corp. | Add +29.4% | 0.08% | +0.02 |
| CRM Salesforce Inc. | Add +6.6% | 0.19% | +0.02 |
| KO The Coca-Cola Co. | Add +6.4% | 0.29% | +0.02 |
| CBRE CBRE Group Inc. Class A | Add +26.3% | 0.10% | +0.02 |
| IQV Iqvia Holdings Inc. | Add +1.0% | 0.14% | +0.02 |
| AMGN Amgen Inc. | Add +0.3% | 0.17% | +0.02 |
| TSLA Tesla Inc. | Add +14.5% | 0.18% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +174.7% | 0.03% | +0.02 |
| AXP American Express Co. | Add +0.0% | 0.24% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.9% | 0.20% | +0.01 |
| DAL Delta Air Lines Inc. | New | 0.01% | +0.01 |
| CB Chubb Ltd. | Add +2.2% | 0.15% | +0.01 |
| EPD Enterprise Products Partners | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.2% | 0.04% | +0.01 |
| DIS The Walt Disney Co. | New | 0.01% | +0.01 |
| RGLD Royal Gold Inc. | New | 0.01% | +0.01 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
| MAR Marriott International Class A | Add +0.4% | 0.07% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +2.8% | 0.11% | +0.01 |
| MCO Moody's Corp. | Add +0.0% | 0.27% | +0.01 |
| NKE Nike Inc. Class B | Add +35.2% | 0.05% | +0.01 |
| COST Costco Wholesale Corp. | Add +66.9% | 0.02% | +0.01 |
| SHOP Shopify Inc. Class A | Add +48.4% | 0.02% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +16.2% | 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 |