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Portfolio (Quarterly) Guide ↗

Smith Salley Wealth Management

· CIK 0001482012
13F Portfolio $2.0B AUM 267 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 135 Added 57 Reduced 9 Exited
Page 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWO ISHARES TR 1,273.0 $399K 0.02% +129.0 +11.3% $313.81 +21.1%
202 FNDX SCHWAB STRATEGIC TR 14,252.0 $397K 0.02% -2K -10.4% $27.85 +11.0%
203 GD GENERAL DYNAMICS CORP Industrials 1,152.0 $395K 0.02% +184.0 +19.0% $343.22 +5.7%
204 SCHG SCHWAB STRATEGIC TR 13,219.0 $385K 0.02% -824.0 -5.9% $29.13 +14.9%
205 PPG PPG INDS INC Basic Materials 3,512.0 $375K 0.02% $106.87 +9.6%
206 SCHD SCHWAB STRATEGIC TR 12,201.0 $374K 0.02% -4K -26.1% $30.68 +4.1%
207 VT VANGUARD INTL EQUITY INDEX F 2,637.0 $365K 0.02% $138.32 +13.1%
208 CALM CAL MAINE FOODS INC Consumer Defensive 4,600.0 $364K 0.02% $79.15 -1.1%
209 ALL ALLSTATE CORP Financial Services 1,739.0 $361K 0.02% -118.0 -6.3% $207.34 +6.9%
210 UPS UNITED PARCEL SVCS INC Industrials 3,644.0 $358K 0.02% NEW $98.38 +6.9%
211 AMD ADVANCED MICRO DEVICES INC Technology 1,761.0 $358K 0.02% +100.0 +6.0% $203.43 +151.9%
212 PHM PULTE GROUP INC Consumer Cyclical 3,042.0 $358K 0.02% $117.61 +3.6%
213 DFUV DIMENSIONAL ETF TRUST 7,344.0 $356K 0.02% $48.46 +12.1%
214 DE DEERE & CO Industrials 606.0 $341K 0.02% -20.0 -3.2% $562.85 +4.6%
215 HDV ISHARES TR 2,512.0 $341K 0.02% +14.0 +0.6% $135.71 -80.0%
216 VTV VANGUARD INDEX FDS 1,729.0 $339K 0.02% -261.0 -13.1% $196.22 +10.1%
217 IWD ISHARES TR 1,539.0 $329K 0.02% +14.0 +0.9% $213.67 +12.5%
218 XHB SPDR SERIES TRUST 3,240.0 $320K 0.02% $98.72 +8.7%
219 SPDW SPDR INDEX SHS FDS 6,880.0 $314K 0.02% $45.65 +12.3%
220 SMH VANECK ETF TRUST 817.0 $313K 0.02% +61.0 +8.1% $383.34 +62.8%
Page 11 of 14  ·  267 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 32.8%
Financial Services 14.5%
Industrials 11.4%
Consumer Cyclical 10.5%
Healthcare 10.0%
Communication Services 8.9%
Consumer Defensive 4.2%
Energy 2.8%
Utilities 2.7%
Basic Materials 1.8%