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Portfolio (Quarterly) Guide ↗

Smith Salley Wealth Management

· CIK 0001482012
13F Portfolio $2.0B AUM 264 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 264 New
Page 8 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VEA VANGUARD TAX-MANAGED FDS 21,296.0 $1.3M 0.07% NEW $62.47 +15.2%
142 IWV ISHARES TR 3,221.0 $1.2M 0.06% NEW $386.88 +8.6%
143 PLD PROLOGIS INC. Real Estate 9,686.0 $1.2M 0.06% NEW $127.66 +10.4%
144 FENY FIDELITY COVINGTON TRUST 48,042.0 $1.2M 0.06% NEW $24.77 +22.6%
145 SCHB SCHWAB STRATEGIC TR 43,968.0 $1.2M 0.06% NEW $26.23 +9.3%
146 IWP ISHARES TR 8,419.0 $1.2M 0.06% NEW $136.94 +2.7%
147 FSTA FIDELITY COVINGTON TRUST 23,347.0 $1.1M 0.06% NEW $49.19 +7.5%
148 XLY SELECT SECTOR SPDR TR 9,366.0 $1.1M 0.06% NEW $119.41 -3.3%
149 XLI SELECT SECTOR SPDR TR 6,818.0 $1.1M 0.05% NEW $155.12 +15.8%
150 XLK SELECT SECTOR SPDR TR 7,298.0 $1.1M 0.05% NEW $143.98 +29.0%
151 NKE NIKE INC Consumer Cyclical 16,434.0 $1.0M 0.05% NEW $63.71 -30.6%
152 MRSH MARSH & MCLENNAN COS INC Financial Services 5,521.0 $1.0M 0.05% NEW $185.52 -11.5%
153 SCHX SCHWAB STRATEGIC TR 35,831.0 $964K 0.05% NEW $26.91 +8.5%
154 PRFZ INVESCO EXCHANGE TRADED FD T 20,743.0 $952K 0.05% NEW $45.89 +14.0%
155 SO SOUTHERN CO Utilities 10,617.0 $926K 0.05% NEW $87.20 +6.1%
156 YUM YUM BRANDS INC Consumer Cyclical 6,013.0 $910K 0.04% NEW $151.28 +4.2%
157 TSCO TRACTOR SUPPLY CO Consumer Cyclical 17,843.0 $892K 0.04% NEW $50.01 -40.5%
158 IWM ISHARES TR 3,600.0 $886K 0.04% NEW $246.17 +17.7%
159 BEAT HEARTBEAM INC Healthcare 367,647.0 $882K 0.04% NEW $2.40 -70.2%
160 TFC TRUIST FINL CORP Financial Services 17,761.0 $874K 0.04% NEW $49.21 -2.1%
Page 8 of 14  ·  264 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 15.9%
Industrials 10.4%
Consumer Cyclical 10.2%
Healthcare 9.9%
Communication Services 9.5%
Consumer Defensive 3.8%
Utilities 2.2%
Energy 2.0%
Basic Materials 1.5%