Smith Salley Wealth Management
•CIK: 1482012•Filing: Q4 2025
**Smith Salley Wealth Management** manages $2.0B across a diversified portfolio of 264 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including NVDA at $145.1M and MSFT at $114.8M. Further concentration is evident in AAPL ($112.5M), GOOG ($86.6M), and AMZN ($63.3M). This allocation suggests a core focus on established, market-leading growth and technology names.
Total AUM
$2.0B
QoQ Performance
+3.9%
Positions
199
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AAPL
NVDA7.2%
MSFT5.7%
AAPL5.6%
GOOG4.3%
AMZN3.1%
META2.6%
JPM2.5%
BRK/B2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.4%
Technology31.3%
Financial11.5%
Healthcare7.9%
Consumer6.5%
Industrial3.5%
Utilities1.8%
Materials1.3%
🚪 Exited Positionssold since Q3 2025
+62 more exited positions
Changes from Q3 2025
NEW4 new positions
↑92 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023