account_balance
Investment manager · 13F filer · SEC CIK 1482012
Smith Salley Wealth Management
Reported value$2.42Bas of Sep 30, 2026
Positions274 16 new, 17 sold out
Top 10 weight37.2%NVDA alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.5%
AAPLApple Inc.
5.9%Added +3%
MSFTMicrosoft Corp
5.5%Added +7%
GOOGAlphabet Inc.
4.0%Added +2%
AMZNAmazon.com Inc
2.8%Added +2%
METAMeta Platforms, Inc.
2.5%Added +3%
AVGOBroadcom Inc.
2.5%Added +5%
JPMJPMorgan Chase & Co
2.2%
MUMicron Technology Inc
2.2%Added +3%
BRK-BBerkshire Hathaway Inc
2.1%+2%
ASMLASML Holding NV
2.1%Added +3%
VVisa Inc.
2.0%+10%
NVDANVIDIA Corp
7.5%
AAPLApple Inc.
5.9%Added +3%
MSFTMicrosoft Corp
5.5%+7%
GOOGAlphabet Inc.
4.0%+2%
AMZNAmazon.com Inc
2.8%+2%
METAMeta Platforms, Inc.
2.5%
AVGO2.5%JPM2.2%MU2.2%BRK-BASML2.1%V2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.5% HeldAAPL Apple Inc. 5.9% Added +3%MSFT Microsoft Corp 5.5% Added +7%GOOG Alphabet Inc. 4.0% Added +2%AMZN Amazon.com Inc 2.8% Added +2%META Meta Platforms, Inc. 2.5% Added +3%AVGO Broadcom Inc. 2.5% Added +5%JPM JPMorgan Chase & Co 2.2% HeldMU Micron Technology Inc 2.2% Added +3%BRK-B Berkshire Hathaway Inc 2.1% Added +2%ASML ASML Holding NV 2.1% Added +3%V Visa Inc. 2.0% Added +10%
What changed
Biggest moves since Jun 30, 2026
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