Smith Salley Wealth Management

Q2 2026 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
275
Total value ($000)
$2,301,794
Net value change ($000)
+312,843 (15.7%)
New positions
22
Sold out positions
14
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 39,739 233.3%
AMD 28,453 7947.8%
APH 27,448 227.9%
AVGO 22,612 58.2%
NVDA 20,370 15.0%
ASML 18,519 53.5%
GOOGL 18,298 22.9%
AAPL 13,533 12.8%
SPHY 12,543 296.0%
IGIB 10,739 108.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -14,600 -100.0%
ACN -11,173 -100.0%
TLT -5,279 -100.0%
CVX -4,736 -18.0%
MBB -4,708 -30.1%
NOC -3,862 -26.5%
WFC -3,114 -84.9%
HON -3,068 -100.0%
COP -2,833 -68.4%
TJX -2,669 -5.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type