Smith Salley Wealth Management has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Brian May, lists a portfolio of 275 individual securities.
The report details a mix of large-cap technology stocks, energy companies, and exchange-traded funds (ETFs). The largest position disclosed in the filing is Microsoft Corporation, for which the firm holds 133,397,862 shares. Other major technology holdings include NVIDIA Corporation with 181,247,320 shares, Apple Inc. with 142,014,395 shares, and Alphabet Inc. Class A and Class C shares, which total 177,139,568 shares combined.
The portfolio also includes significant positions in traditional industrial and energy sectors. Berkshire Hathaway Inc. Class B shares are held at 103,699, while ExxonMobil Holdings Corp. is held at 14,613,871 shares. JPMorgan Chase & Co. is listed with 54,371,367 shares, and Visa Inc. (Mastercard) is held at 31,618,293 shares.
A substantial portion of the portfolio is allocated to ETFs, including the iShares Core S&P 500 ETF, iShares Core S&P 500 ETF, and iShares Core MSCI EAFE ETF. The filing also lists holdings in various sector-specific ETFs, such as the iShares Core MSCI Information Technology ETF and the iShares Core MSCI Consumer Staples ETF.
