StockDriftsStockDriftsTop 50 Salvus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.53% | 15.9K | $7.9M | -1.53%(-248) | $228.69(+132.73%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.85% | 19.8K | $6.8M | -0.74%(-148) | $182.29(+86.60%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.83% | 20.2K | $6.7M | +0.61%(+123) | $143.21(+139.46%) | 2026-09-30 | |
| SCHW | CHARLES SCHWAB CORP (THE) | 3.69% | 66.2K | $6.5M | -2.04%(-1.38K) | $55.38(+61.75%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.32% | 25.5K | $5.8M | +0.94%(+236) | $69.46(+212.52%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.79% | 9.6K | $4.9M | +5.40%(+489) | $280.24(+90.38%) | 2026-09-30 | |
| PGR | PROGRESSIVE CORP | 2.62% | 22.2K | $4.6M | -2.26%(-514) | $108.83(+101.32%) | 2026-09-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2.6% | 73.4K | $4.6M | +31.47%(+17.57K) | $38.29(+64.00%) | 2026-09-30 | |
| ASTS | AST SPACEMOBILE INC | 2.37% | 70.7K | $4.2M | +0.37%(+263) | $6.52(+542.63%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 2.13% | 18.4K | $3.7M | -2.25%(-422) | $19.95(+817.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.15% | +7.29% | +42.15% |
| Top 20 Holdings Unweighted | +15.43% | +53.80% | +9.70% | +58.90% |
Salvus Wealth Management LLC reports $175.39M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (4.5%), GOOG (3.9%) and AAPL (3.8%). The top 20 holdings account for 48.5% of reported assets. Its disclosed equity book has returned +48.15% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Salvus Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
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