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Brian May

Smith Salley Wealth Management

Assets Managed
$2.302B
Holdings
275
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.73%(2Q avg: 7.12%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Salley Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 275 positions.

Assets under management

The assets under management (AUM) of Smith Salley Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.302B in assets, with a quarterly growth rate of 15.73% and a 2-quarter average growth rate of 7.12%. The portfolio is managed by Brian May, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.28%
6.77%
$155.726M
778,282 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.06%
5.18%
$119.224M
412,027 shares@ $289.36 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.2%
4.27%
$98.135M
277,743 shares@ $353.33 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.1%
3.96%
$90.921M
243,743 shares@ $373.03 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.32%
2.76%
$63.409M
266,045 shares@ $238.34 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 29.64%
2.67%
$61.454M
162,684 shares@ $377.76 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -2.44%
2.47%
$56.772M
49,183 shares@ $1154.3 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.84%
2.31%
$53.168M
162,429 shares@ $327.34 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Increased 1.92%
2.31%
$53.125M
26,703 shares@ $1989.47 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.86%
2.21%
$50.857M
101,635 shares@ $500.4 avg price

1-10 of 275