Smith Salley Wealth Management
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,988,951
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 267 | 1,988,951 | 13F-HR | Smith Salley Wealth Management |
| Q4 2025 | 1/27/2026 | 264 | 2,019,224 | 13F-HR | Smith Salley Wealth Management |
| Q3 2025 | 10/20/2025 | 263 | 1,943,269 | 13F-HR | Smith Salley Wealth Management |
| Q2 2025 | 7/17/2025 | 255 | 1,728,504 | 13F-HR | Smith Salley Wealth Management |
| Q1 2014 | 5/12/2014 | 111 | 159,992 | 13F-HR | Smith, Salley & Associates |
| Q4 2013 | 2/11/2014 | 104 | 153,268 | 13F-HR | Smith, Salley & Associates |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.855 M | 93.3% | 0 | 105.5 K | -105.5 K |
| ETFs | 133.9 K | 6.7% | 77.61 K | 0 | 77.61 K |
| Debt | 0 | 0.0% | 0 | 2.357 K | -2.357 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,988,951
Holdings
267
QoQ value change ($000)
-30,273
(-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.