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 251–264 of 264
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 720 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 8K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 938 | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| SHV | ISHARES TR | 2K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| OR | OR ROYALTIES INC. | 6K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 5K | $100K–$500K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 18K | $100K–$500K | SH |