StockDriftsStockDriftsTop 50 Smith Salley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.77% | 778.3K | $155.7M | +0.28%(+2.16K) | $51.83(+336.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.18% | 412.0K | $119.2M | -1.06%(-4.42K) | $94.63(+222.70%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.26% | 277.7K | $98.1M | -0.21%(-571) | $88.35(+287.84%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.95% | 243.7K | $90.9M | +1.09%(+2.63K) | $181.18(+168.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.75% | 266.0K | $63.4M | -5.33%(-14.98K) | $114.21(+129.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.67% | 162.7K | $61.5M | +29.63%(+37.19K) | $195.20(+101.72%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.47% | 49.2K | $56.8M | -2.45%(-1.23K) | $195.84(+418.18%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.31% | 162.4K | $53.2M | +0.83%(+1.34K) | $99.71(+265.78%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 2.31% | 26.7K | $53.1M | +1.92%(+503) | $631.18(+195.92%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.21% | 101.6K | $50.9M | -0.87%(-890) | $211.92(+136.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.25% | +78.26% | +12.83% | +82.84% |
| Top 20 Holdings Unweighted | +21.43% | +79.05% | +12.79% | +82.56% |
Smith Salley Wealth Management reports $2.30B in US-listed equity holdings across 275 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.8%), AAPL (5.2%) and GOOG (4.3%). The top 20 holdings account for 51.74% of reported assets. Its disclosed equity book has returned +78.26% 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 Smith Salley Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1482012). View Smith Salley Wealth Management’s 13F filings on SEC