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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 12 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLP SELECT SECTOR SPDR TR 3,743.0 $307K 0.01% -25.0 -0.7% $81.98 +2.1%
222 SHOP SHOPIFY INC Technology 2,578.0 $306K 0.01% -23.0 -0.9% $118.62 -8.9%
223 BIL SPDR SERIES TRUST 3,310.0 $303K 0.01% +764.0 +30.0% $91.64 -0.1%
224 DIA STATE STR SPDR DOW JONES IND Financial Services 655.0 $303K 0.01% $462.94 +11.5%
225 IJS ISHARES TR 2,501.0 $296K 0.01% -178.0 -6.6% $118.45 +10.8%
226 LOB LIVE OAK BANCSHARES INC Financial Services 8,954.0 $296K 0.01% $33.07 +15.0%
227 EFA ISHARES TR 3,027.0 $294K 0.01% +20.0 +0.7% $97.13 +6.8%
228 SCHF SCHWAB STRATEGIC TR 11,734.0 $290K 0.01% -336.0 -2.8% $24.75 +12.8%
229 ITOT ISHARES TR 1,966.0 $280K 0.01% $142.46 +13.8%
230 GLDM WORLD GOLD TR Financial Services 2,946.0 $273K 0.01% NEW $92.69 -9.6%
231 IWN ISHARES TR 1,399.0 $265K 0.01% $189.59 +12.7%
232 SPLV INVESCO EXCH TRADED FD TR II 3,604.0 $264K 0.01% -7K -65.4% $73.14 +0.2%
233 EPD ENTERPRISE PRODS PARTNERS L Energy 6,959.0 $263K 0.01% $37.84 -3.5%
234 BA BOEING CO Industrials 1,318.0 $262K 0.01% -65.0 -4.7% $199.04 +13.3%
235 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,715.0 $262K 0.01% $96.45 +5.2%
236 GLD SPDR GOLD TR Financial Services 606.0 $261K 0.01% -20.0 -3.2% $430.29 -9.7%
237 FNDA SCHWAB STRATEGIC TR 8,026.0 $260K 0.01% -276.0 -3.3% $32.43 +12.4%
238 VCR VANGUARD WORLD FD 722.0 $259K 0.01% -10.0 -1.4% $359.03 +7.9%
239 LRCX LAM RESEARCH CORP Technology 1,181.0 $252K 0.01% $213.59 +75.2%
240 SDY SPDR SERIES TRUST 1,717.0 $251K 0.01% $145.94 +3.0%
Page 12 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%