Smith Salley Wealth Management: 13F holdings

CIK 14820122026Q2

Positions275
Reported value$2.3bn
Filed2026-07-23

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION778,282$155.7m6.8%
AAPL APPLE INC412,027$119.2m5.2%
GOOG ALPHABET INC277,743$98.1m4.3%
MSFT MICROSOFT CORP243,743$90.9m4.0%
AMZN AMAZON COM INC266,045$63.4m2.8%
AVGO BROADCOM INC162,684$61.5m2.7%
MU MICRON TECHNOLOGY INC49,183$56.8m2.5%
JPM JPMORGAN CHASE & CO162,429$53.2m2.3%
ASML HLDG NV26,703$53.1m2.3%
BRK-B BERKSHIRE HATHAWAY INC DEL101,635$50.9m2.2%

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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