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Smith Salley Wealth ManagementGrowthConcentrated long-term

CIK: 0001482012 | GREENSBORO, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR275$2.4B2026-11-03SEC ↗
Q2 2026
13F-HR275$2.3B2026-07-23SEC ↗
Q1 2026
13F-HR267$2.0B2026-04-16SEC ↗
Q4 2025
13F-HR264$2.0B2026-01-27SEC ↗
Q3 2025
13F-HR264$1.9B2025-10-20SEC ↗
Q2 2025
13F-HR256$1.7B2025-07-17SEC ↗
Q1 2025
13F-HR245$1.5B2025-04-25SEC ↗
Q4 2024
13F-HR245$1.6B2025-01-15SEC ↗
Q3 2024
13F-HR235$1.5B2024-10-24SEC ↗
Q2 2024
13F-HR226$1.4B2024-07-29SEC ↗
Q1 2024
13F-HR223$1.3B2024-05-02SEC ↗
Q4 2023
13F-HR373$1.5B2024-01-24SEC ↗
Q3 2023
13F-HR352$1.3B2023-10-27SEC ↗
Q2 2023
13F-HR352$1.4B2023-08-04SEC ↗
Q1 2023
13F-HR355$1.3B2023-05-03SEC ↗
Q4 2022
13F-HR352$1.2B2023-02-03SEC ↗
Q3 2022
13F-HR341$130.1M2022-11-01SEC ↗
Q2 2022
13F-HR352$104.7M2022-08-01SEC ↗
Q1 2022
13F-HR375$84.6M2022-05-10SEC ↗
Q4 2021
13F-HR396$91.2M2022-02-10SEC ↗
Q3 2021
13F-HR389$74.7M2021-11-05SEC ↗
Q2 2021
13F-HR388$75.4M2021-08-09SEC ↗
Q1 2021
13F-HR354$70.9M2021-04-30SEC ↗
Q4 2020
13F-HR323$64.5M2021-01-28SEC ↗
Q3 2020
13F-HR293$51.8M2020-11-05SEC ↗
Q2 2020
13F-HR291$54.1M2020-08-04SEC ↗
Q1 2020
13F-HR281$41.1M2020-04-24SEC ↗
Q4 2019
13F-HR301$52.7M2020-01-27SEC ↗
Q3 2019
13F-HR288$45.6M2019-10-30SEC ↗
Q2 2019
13F-HR288$44.0M2019-07-12SEC ↗
Q1 2019
13F-HR270$40.9M2019-05-03SEC ↗
Q4 2018
13F-HR274$31.3M2019-02-05SEC ↗
Q3 2018
13F-HR295$33.6M2018-11-06SEC ↗
Q2 2018
13F-HR286$30.8M2018-08-10SEC ↗
Q1 2018
13F-HR278$25.5M2018-05-09SEC ↗
Q4 2017
13F-HR289$23.9M2018-02-12SEC ↗
Q3 2017
13F-HR278$21.1M2017-11-02SEC ↗
Q2 2017
13F-HR279$21.1M2017-07-25SEC ↗
Q1 2017
13F-HR277$21.0M2017-05-05SEC ↗
Q4 2016
13F-HR253$23.6M2017-02-01SEC ↗
Q3 2016
13F-HR245$22.7M2016-11-14SEC ↗
Q2 2016
13F-HR252$20.8M2016-07-29SEC ↗
Q1 2016
13F-HR248$21.6M2016-05-10SEC ↗
Q4 2015
13F-HR255$20.8M2016-02-10SEC ↗
Q3 2015
13F-HR249$17.3M2015-11-12SEC ↗
Q2 2015
13F-HR259$15.7M2015-08-11SEC ↗
Q1 2015
13F-HR267$15.6M2015-05-05SEC ↗
Q4 2014
13F-HR275$19.6M2015-02-04SEC ↗
Q3 2014
13F-HR282$17.0M2014-11-12SEC ↗
Q2 2014
13F-HR289$17.0M2014-08-13SEC ↗
Q1 2014
13F-HR111$5.9M2014-05-12SEC ↗
Q4 2013
13F-HR104$5.6M2014-02-11SEC ↗
Q3 2013
13F-HR86$5.2M2013-11-12SEC ↗
Q2 2013
13F-HR94$5.3M2013-08-13SEC ↗