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Funds / Salvus Wealth Management, LLC
Institutional Fund

Salvus Wealth Management, LLC

Red Bank, NJCIK 18092365 filings on record

Portfolio Value
$171.97M
Q1 2026
Holdings
126
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-3.8%
from $178.85M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Berkshire Hathaway Inc Del4.7%
  • Schwab Charles Corp3.9%
  • Ast Spacemobile Inc3.7%
  • Alphabet Inc3.5%
  • Goldman Sachs ETF Tr3.1%
  • Apple Inc3.0%
  • Other78.1%

Portfolio Holdings

126 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Berkshire Hathaway Inc Del16.8K$8.05M4.7%19Reduced
2Schwab Charles Corp71.7K$6.74M3.9%1.4KReduced
3Ast Spacemobile Inc76.7K$6.36M3.7%9.3KReduced
4Alphabet Inc21.2K$6.08M3.5%+2.0KAdded
5Goldman Sachs ETF Tr52.4K$5.25M3.1%+37.7KAdded
6Apple Inc20.6K$5.22M3.0%164Reduced
7Progressive Corp24.2K$4.81M2.8%153Reduced
8Installed Bldg Prods Inc17.4K$4.61M2.7%130Reduced
9Analog Devices Inc13.6K$4.32M2.5%6.0KReduced
10Somnigroup International Inc58.5K$4.32M2.5%980Reduced

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