Institutional Fund
Smith Salley Wealth Management
Greensboro, NCCIK 14820125 filings on record
Portfolio Value
$1.99B
Q1 2026
Holdings
267
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.5%
from $2.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation6.8%
- Apple Inc5.3%
- Microsoft Corp4.5%
- Alphabet Inc4.0%
- Amazon Com Inc2.9%
- Berkshire Hathaway Inc Del2.5%
- Other74.0%
Portfolio Holdings
267 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 776.1K | $135.36M | 6.8% | −1.7K | Reduced |
| 2 | Apple Inc | 416.5K | $105.69M | 5.3% | +2.5K | Added |
| 3 | Microsoft Corp | 241.1K | $89.25M | 4.5% | +3.8K | Added |
| 4 | Alphabet Inc | 278.3K | $79.84M | 4.0% | +2.5K | Added |
| 5 | Amazon Com Inc | 281.0K | $58.53M | 2.9% | +7.0K | Added |
| 6 | Berkshire Hathaway Inc Del | 102.5K | $49.13M | 2.5% | +1.2K | Added |
| 7 | Jpmorgan Chase & Co. | 161.1K | $47.39M | 2.4% | +2.7K | Added |
| 8 | Meta Platforms Inc | 80.6K | $46.13M | 2.3% | +1.6K | Added |
| 9 | Tjx Cos Inc New | 281.0K | $44.88M | 2.3% | +3.4K | Added |
| 10 | Rtx Corporation | 214.0K | $41.28M | 2.1% | +5.7K | Added |
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