Smith Salley Wealth Management
Top Portfolio Positions
182 positions ·
$1,703,955,221 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
776,126 | $135,356,374 | 7.94% |
| AAPL |
Apple Inc.
Technology
|
416,451 | $105,691,099 | 6.20% |
| MSFT |
Microsoft Corp
Technology
|
241,109 | $89,251,318 | 5.24% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
281,023 | $58,528,660 | 3.43% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
161,087 | $47,385,351 | 2.78% |
| META |
Meta Platforms, Inc.
Communication Services
|
80,627 | $46,129,125 | 2.71% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
281,025 | $44,879,692 | 2.63% |
| RTX |
RTX Corp
Industrials
|
213,989 | $41,278,478 | 2.42% |
| AVGO |
Broadcom Inc.
Technology
|
125,497 | $38,842,576 | 2.28% |
| V |
Visa Inc.
Financial Services
|
120,744 | $36,493,666 | 2.14% |
Holdings in T
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,536,645 | 156,490 | Shares | Sole | 2026-04-16 | |
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