Smith Salley Wealth Management: 13F holdings
CIK 14820122026Q2
| Positions | 275 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 275 (+8 vs prior quarter) |
|---|
| Reported value | $2.3bn (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 778,282 | $155.7m | 6.8% |
| AAPL APPLE INC | 412,027 | $119.2m | 5.2% |
| GOOG ALPHABET INC | 277,743 | $98.1m | 4.3% |
| MSFT MICROSOFT CORP | 243,743 | $90.9m | 4.0% |
| AMZN AMAZON COM INC | 266,045 | $63.4m | 2.8% |
| AVGO BROADCOM INC | 162,684 | $61.5m | 2.7% |
| MU MICRON TECHNOLOGY INC | 49,183 | $56.8m | 2.5% |
| JPM JPMORGAN CHASE & CO | 162,429 | $53.2m | 2.3% |
| ASML HLDG NV | 26,703 | $53.1m | 2.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 101,635 | $50.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1482012")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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