Smith Salley Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Smith Salley Wealth Management reported 267 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Apple (AAPL, 5.3%) and Microsoft (MSFT, 4.5%). Compared with Q4 2025, it opened 11 new positions, sold out of 8, added to 144 and reduced 67. The biggest buy was Chevron (CVX, shares +3%) and the biggest sale Nvidia (NVDA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- GREENSBORO, NC
- CIK
- 0001482012
- Portfolio Value
- $2.0B (Q1 2026)
- SEC Filing
- 0001062993-26-002022 ↗ filed Apr 16, 2026
Holdings Value
Holdings 267 stocks · $2.0B
| NVDA Nvidia Corp. | 6.81% | 776,126 | $135.4M | Reduce -0.2% |
| AAPL Apple Inc. | 5.31% | 416,451 | $105.7M | Add +0.6% |
| MSFT Microsoft Corp. | 4.49% | 241,109 | $89.3M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 4.01% | 278,314 | $79.8M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.94% | 281,023 | $58.5M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.47% | 102,525 | $49.1M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.38% | 161,087 | $47.4M | Add +1.7% |
| META Meta Platforms Inc. Class A | 2.32% | 80,627 | $46.1M | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.26% | 281,025 | $44.9M | Add +1.2% |
| RTX RTX Corp. | 2.08% | 213,989 | $41.3M | Add +2.7% |
| AVGO Broadcom Inc. | 1.95% | 125,497 | $38.8M | Add +30.0% |
| V Visa Inc. Class A | 1.83% | 120,744 | $36.5M | Add +2.0% |
| ADI Analog Devices Inc. | 1.77% | 110,472 | $35.1M | Add +1.1% |
| ABBV Abbvie Inc. | 1.76% | 160,791 | $35.0M | Add +2.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.74% | 26,200 | $34.6M | Reduce -12.0% |
| NEE Nextera Energy Inc. | 1.70% | 363,765 | $33.8M | Add +2.6% |
| LOW Lowe's Cos Inc. | 1.60% | 134,888 | $31.9M | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 1.47% | 59,398 | $29.2M | Add +1.1% |
| MRVL Marvell Technology Inc. | 1.43% | 287,576 | $28.5M | Add +1.1% |
| LIN Linde PLC | 1.36% | 54,638 | $27.1M | Add +3.6% |
| BN Brookfield Corp. | 1.34% | 657,502 | $26.6M | Add +1.0% |
| CVX Chevron Corp. | 1.32% | 126,862 | $26.2M | Add +3.4% |
| MA Mastercard Inc. Class A | 1.28% | 50,841 | $25.4M | Add +0.3% |
| ANET Arista Networks Inc. | 1.22% | 197,992 | $24.3M | Add +1.9% |
| PG The Procter & Gamble Co. | 1.19% | 163,735 | $23.6M | Add +3.8% |
| AME Ametek Inc. | 1.17% | 108,976 | $23.4M | Add +1.0% |
| CW Curtiss-Wright Corp. | 1.13% | 33,062 | $22.5M | Add +0.9% |
| CASY Casey's General Stores Inc. | 1.12% | 30,657 | $22.3M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.11% | 76,600 | $22.0M | Add +0.9% |
| ABT Abbott Laboratories | 0.98% | 189,613 | $19.5M | Add +1.3% |
| PEP Pepsico Inc. | 0.98% | 125,176 | $19.4M | Add +3.8% |
| LLY Eli Lilly & Co. | 0.97% | 20,967 | $19.3M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.90% | 73,626 | $17.9M | Add +3.2% |
| MKL Markel Group Inc. | 0.88% | 9,172 | $17.6M | Add +0.8% |
| MU Micron Technology Inc. | 0.86% | 50,416 | $17.0M | Reduce -2.7% |
| SPGI S&P Global Inc. | 0.84% | 39,120 | $16.6M | Add +1.4% |
| PNC PNC Financial Services Group | 0.83% | 79,656 | $16.6M | Add +2.2% |
| NXPI NXP Semiconductors NV | 0.81% | 82,143 | $16.2M | Add +0.7% |
| MBB iShares MBS ETF | 0.79% | 164,662 | $15.6M | Add +6.4% |
| XOM Exxon Mobil Corp. | 0.73% | 86,055 | $14.6M | Add +5.3% |
| NOC Northrop Grumman Corp. | 0.73% | 21,361 | $14.6M | Add +0.9% |
| JNJ Johnson & Johnson | 0.71% | 57,834 | $14.1M | Add +4.0% |
| MDT Medtronic PLC | 0.71% | 162,576 | $14.1M | Add +1.4% |
| AZN Astrazeneca PLC | 0.68% | 68,919 | $13.6M | Add +1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.66% | 250,100 | $13.1M | Add +6.7% |
| CAT Caterpillar Inc. | 0.62% | 17,377 | $12.3M | Add +9.5% |
| CMI Cummins Inc. | 0.61% | 22,489 | $12.1M | Add +3.3% |
| APH Amphenol Corp. Class A | 0.61% | 95,306 | $12.0M | Add +6.2% |
| ROP Roper Technologies Inc. | 0.60% | 33,980 | $12.0M | Add +0.9% |
| ELV Elevance Health Inc. | 0.58% | 39,514 | $11.6M | Add +3.7% |
| ACN Accenture PLC Class A | 0.56% | 56,346 | $11.2M | Add +3.0% |
| CL Colgate-Palmolive Co. | 0.54% | 125,425 | $10.7M | Add +7.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 116,782 | $10.6M | Add +3.9% |
| WMT Walmart Inc. | 0.53% | 84,391 | $10.5M | Reduce -3.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.50% | 185,668 | $9.9M | Add +37.3% |
| XYL Xylem Inc. | 0.49% | 81,276 | $9.7M | Add +0.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.48% | 45,847 | $9.5M | Add +1.6% |
| TDG Transdigm Group Inc. | 0.47% | 8,070 | $9.4M | Add +1.7% |
| DUK Duke Energy Corp. | 0.39% | 59,401 | $7.8M | Add +4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 156,904 | $7.6M | Add +5.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.37% | 175,357 | $7.4M | Add +64.1% |
| HD Home Depot Inc. | 0.35% | 21,452 | $7.1M | Add +2.1% |
| ETN Eaton Corp. PLC | 0.34% | 18,904 | $6.8M | Add +11.8% |
| KO The Coca-Cola Co. | 0.34% | 88,795 | $6.8M | Add +6.6% |
| FBNC First Bancorp | 0.31% | 110,644 | $6.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 18,837 | $6.0M | Add +34.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 24,426 | $5.9M | Add +8.9% |
| CSCO Cisco Systems Inc. | 0.30% | 76,165 | $5.9M | Add +3.9% |
| MRK Merck & Co. Inc. | 0.27% | 43,935 | $5.3M | Add +14.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 8,125 | $5.3M | Reduce -32.5% |
| TLT iShares 20+ Year Treasury BD | 0.27% | 60,895 | $5.3M | Reduce -21.6% |
| IEMG iShares Core MSCI Emerging | 0.25% | 72,586 | $5.1M | Add +4.8% |
| BAM Brookfield Asset Mgmt-A | 0.25% | 113,111 | $5.0M | Add +0.4% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 19,814 | $5.0M | Reduce -12.8% |
| MS Morgan Stanley | 0.24% | 29,545 | $4.9M | Add +6.1% |
| MCO Moody's Corp. | 0.24% | 10,832 | $4.7M | Add +0.3% |
| T AT&T Inc. | 0.23% | 156,490 | $4.5M | Add +7.2% |
| VGT Vanguard Info Tech ETF | 0.22% | 6,305 | $4.4M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.22% | 15,850 | $4.3M | Reduce -4.7% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 181,746 | $4.2M | New |
| FNCL Fidelity MSCI Financial Indx | 0.21% | 60,305 | $4.2M | Add +7.1% |
| COP Conocophillips | 0.21% | 31,354 | $4.1M | Add +15.2% |
| MCD McDonald's Corp. | 0.20% | 13,072 | $4.1M | Add +6.9% |
| BLK BlackRock Inc. | 0.20% | 4,173 | $4.0M | Add +10.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.20% | 58,740 | $4.0M | Add +1.4% |
| AEP American Electric Power | 0.20% | 30,473 | $4.0M | Add +3.3% |
| TXN Texas Instruments Inc. | 0.20% | 20,405 | $4.0M | Add +6.4% |
| AXP American Express Co. | 0.20% | 12,947 | $3.9M | Reduce -0.0% |
| AMGN Amgen Inc. | 0.20% | 11,102 | $3.9M | Add +2.9% |
| SBUX Starbucks Corp. | 0.19% | 41,781 | $3.7M | Add +8.1% |
| WFC Wells Fargo & Co. | 0.18% | 46,070 | $3.7M | Add +4.0% |
| CB Chubb Ltd. | 0.16% | 9,954 | $3.2M | Add +4.3% |
| TSLA Tesla Inc. | 0.16% | 8,562 | $3.2M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 5,378 | $3.1M | Reduce -12.7% |
| FHLC Fidelity MSCI Health Care | 0.16% | 44,112 | $3.1M | Add +1.6% |
| HON Honeywell International Inc. | 0.15% | 13,573 | $3.1M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.15% | 8,974 | $3.1M | Add +9.2% |
| CRM Salesforce Inc. | 0.15% | 16,001 | $3.0M | Add +10.8% |
| MELI MercadoLibre Inc. | 0.15% | 1,699 | $2.9M | Add +3.9% |
| ISRG Intuitive Surgical Inc. | 0.15% | 6,337 | $2.9M | Add +4.2% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -0.2% | 6.81% | −0.38 |
| LLY Eli Lilly & Co. | Reduce -0.0% | 0.97% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -32.5% | 0.27% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -74.1% | 0.05% | −0.12 |
| AGZ iShares Agency Bond ETF | Sold out | 0.00% | −0.12 |
| ENB Enbridge Inc. | Reduce -73.0% | 0.05% | −0.11 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -49.7% | 0.07% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -21.6% | 0.27% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -4.7% | 0.22% | −0.06 |
| AXP American Express Co. | Reduce -0.0% | 0.20% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -15.2% | 0.12% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.7% | 0.16% | −0.03 |
| INTU Intuit Inc. | Reduce -0.2% | 0.05% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -65.4% | 0.01% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 0.22% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -67.1% | 0.01% | −0.01 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -9.8% | 0.09% | −0.01 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.01 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.01 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -2.1% | 0.03% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.0% | 0.02% | −0.01 |
| NDAQ Nasdaq Inc. | Reduce -6.2% | 0.03% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -0.9% | 0.02% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.9% | 0.11% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -2.3% | 0.06% | −0.00 |
| TFC Truist Financial Corp. | Reduce -4.6% | 0.04% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.1% | 0.02% | −0.00 |
| LRGF iShares US Equity Factor ETF | Reduce -1.8% | 0.06% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.9% | 0.02% | −0.00 |
| CVS CVS Health Corp. | Reduce -0.2% | 0.03% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -8.8% | 0.04% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -9.5% | 0.01% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -2.4% | 0.05% | −0.00 |
| CEG Constellation Energy | Reduce -0.1% | 0.01% | −0.00 |
| GE General Electric | Reduce -3.8% | 0.02% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -1.3% | 0.06% | −0.00 |
| DHR Danaher Corp. | Reduce -1.0% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.1% | 0.02% | −0.00 |
| BA The Boeing Co. | Reduce -4.7% | 0.01% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.2% | 0.05% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -10.4% | 0.02% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -1.1% | 0.03% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.4% | 0.01% | −0.00 |
| USB US Bancorp | Reduce -1.9% | 0.04% | −0.00 |
| ALL Allstate Corp. | Reduce -6.3% | 0.02% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| CVX Chevron Corp. | Add +3.4% | 1.32% | +0.39 |
| ADI Analog Devices Inc. | Add +1.1% | 1.77% | +0.30 |
| AVGO Broadcom Inc. | Add +30.0% | 1.95% | +0.30 |
| CASY Casey's General Stores Inc. | Add +0.9% | 1.12% | +0.29 |
| NEE Nextera Energy Inc. | Add +2.6% | 1.70% | +0.29 |
| LIN Linde PLC | Add +3.6% | 1.36% | +0.25 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.73% | +0.25 |
| CW Curtiss-Wright Corp. | Add +0.9% | 1.13% | +0.24 |
| MRVL Marvell Technology Inc. | Add +1.1% | 1.43% | +0.24 |
| SPHY SS SPDR P High Yield ETF | New | 0.21% | +0.21 |
| RTX RTX Corp. | Add +2.7% | 2.08% | +0.18 |
| CAT Caterpillar Inc. | Add +9.5% | 0.62% | +0.17 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +64.1% | 0.37% | +0.15 |
| TJX TJX Companies Inc. | Add +1.2% | 2.26% | +0.14 |
| JNJ Johnson & Johnson | Add +4.0% | 0.71% | +0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +37.3% | 0.50% | +0.14 |
| NOC Northrop Grumman Corp. | Add +0.9% | 0.73% | +0.14 |
| PEP Pepsico Inc. | Add +3.8% | 0.98% | +0.12 |
| PM Philip Morris International | Add +249.9% | 0.13% | +0.09 |
| KMI Kinder Morgan Inc. | New | 0.08% | +0.08 |
| COP Conocophillips | Add +15.2% | 0.21% | +0.08 |
| CL Colgate-Palmolive Co. | Add +7.7% | 0.54% | +0.08 |
| UNP Union Pacific Corp. | Add +3.2% | 0.90% | +0.08 |
| AME Ametek Inc. | Add +1.0% | 1.17% | +0.08 |
| ETN Eaton Corp. PLC | Add +11.8% | 0.34% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.8% | 0.30% | +0.07 |
| PG The Procter & Gamble Co. | Add +3.8% | 1.19% | +0.07 |
| AZN Astrazeneca PLC | Add +1.6% | 0.68% | +0.07 |
| MRK Merck & Co. Inc. | Add +14.2% | 0.27% | +0.07 |
| DUK Duke Energy Corp. | Add +4.6% | 0.39% | +0.06 |
| EMR Emerson Electric Co. | Add +169.5% | 0.10% | +0.06 |
| CMI Cummins Inc. | Add +3.3% | 0.61% | +0.06 |
| MBB iShares MBS ETF | Add +6.4% | 0.79% | +0.06 |
| WMB Williams Cos Inc. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +6.6% | 0.34% | +0.05 |
| AMAT Applied Materials Inc. | Add +9.2% | 0.15% | +0.05 |
| T AT&T Inc. | Add +7.2% | 0.23% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.7% | 0.66% | +0.05 |
| TXN Texas Instruments Inc. | Add +6.4% | 0.20% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.9% | 0.53% | +0.03 |
| AEP American Electric Power | Add +3.3% | 0.20% | +0.03 |
| VZ Verizon Communications Inc. | Add +9.1% | 0.11% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +9.6% | 0.12% | +0.03 |
| PNC PNC Financial Services Group | Add +2.2% | 0.83% | +0.03 |
| SBUX Starbucks Corp. | Add +8.1% | 0.19% | +0.03 |
| HON Honeywell International Inc. | Add +2.8% | 0.15% | +0.03 |
| FENY Fidelity MSCI Energy Index | Add +1.4% | 0.08% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +4.8% | 0.25% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +7.7% | 0.10% | +0.02 |
| AMGN Amgen Inc. | Add +2.9% | 0.20% | +0.02 |
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 |