CIK 1482012
Smith Salley Wealth Management
Institutional 13F holdings & portfolio
Holdings
264
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 264
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CB | CHUBB LIMITED | 10K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 13K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 59K | $1M+ | SH |
| NOW | SERVICENOW INC | 18K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 13K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 27K | $1M+ | SH |
| FIDU | FIDELITY COVINGTON TRUST | 31K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 24K | $1M+ | SH |
| NFLX | NETFLIX INC | 26K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 10K | $1M+ | SH |
| AGZ | ISHARES TR | 21K | $1M+ | SH |
| CME | CME GROUP INC | 9K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 8K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| BX | BLACKSTONE INC | 15K | $1M+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 62K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 8K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 13K | $1M+ | SH |
| ECL | ECOLAB INC | 8K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 17K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 6K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 12K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 5K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 7K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 41K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 757 | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 3K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 6K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 28K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 5K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 27K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| LRGF | ISHARES TR | 19K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 21K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| PLD | PROLOGIS INC. | 10K | $1M+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 48K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| IWP | ISHARES TR | 8K | $1M+ | SH |
| FSTA | FIDELITY COVINGTON TRUST | 23K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |