StockDriftsStockDriftsTop 50 Salvus Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.54% | 16.2K | $8.1M | -3.56%(-597) | $228.69(+119.22%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.95% | 20.0K | $7.1M | -5.75%(-1.22K) | $107.76(+217.98%) | 2026-06-30 | |
| ASTS | AST SPACEMOBILE INC | 3.5% | 70.4K | $6.3M | -8.20%(-6.29K) | $6.26(+960.93%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 3.49% | 67.6K | $6.2M | -5.70%(-4.08K) | $55.38(+100.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.25% | 20.1K | $5.8M | -2.53%(-521) | $142.18(+114.78%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.17% | 7.8K | $5.7M | -8.38%(-715) | $121.59(+337.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 25.2K | $5.0M | +3.29%(+804) | $68.11(+231.91%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 2.78% | 22.7K | $5.0M | -6.38%(-1.55K) | $108.83(+91.53%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2.45% | 55.9K | $4.4M | -4.50%(-2.63K) | $28.23(+133.97%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 2.28% | 22.9K | $4.1M | -2.53%(-593) | $78.90(+168.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.82% | +8.35% | +49.30% |
| Top 20 Holdings Unweighted | +16.52% | +58.22% | +11.01% | +68.55% |
Salvus Wealth Management, LLC reports $178.49M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (4.5%), GOOG (4.0%) and ASTS (3.5%). The top 20 holdings account for 49.96% of reported assets. Its disclosed equity book has returned +50.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Salvus Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1809236). View Salvus Wealth Management, LLC’s 13F filings on SEC