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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 13 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DHR DANAHER CORPORATION Healthcare 1,099.0 $252K 0.01% NEW $228.88 -22.3%
242 GLD SPDR GOLD TR Financial Services 626.0 $248K 0.01% NEW $396.31 -1.9%
243 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,234.0 $246K 0.01% NEW $47.06 -1.1%
244 DAL DELTA AIR LINES INC DEL Industrials 3,505.0 $243K 0.01% NEW $69.40 +18.5%
245 VV VANGUARD INDEX FDS 762.0 $240K 0.01% NEW $314.86 +8.4%
246 SDY SPDR SERIES TRUST 1,717.0 $239K 0.01% NEW $139.16 +8.0%
247 RY ROYAL BK CDA Financial Services 1,367.0 $233K 0.01% NEW $170.49 +17.7%
248 BIL SPDR SERIES TRUST 2,546.0 $233K 0.01% NEW $91.38 +0.2%
249 IYH ISHARES TR 3,510.0 $229K 0.01% NEW $65.10 -3.0%
250 RSPT INVESCO EXCHANGE TRADED FD T 801.0 $225K 0.01% NEW $280.65 -77.7%
251 EPD ENTERPRISE PRODS PARTNERS L Energy 6,943.0 $223K 0.01% NEW $32.06 +13.9%
252 VBK VANGUARD INDEX FDS 720.0 $218K 0.01% NEW $302.11 +15.9%
253 VBR VANGUARD INDEX FDS 1,027.0 $218K 0.01% NEW $211.79 +11.9%
254 UBER UBER TECHNOLOGIES INC Technology 2,645.0 $216K 0.01% NEW $81.71 -13.2%
255 DIS DISNEY WALT CO Communication Services 1,857.0 $211K 0.01% NEW $113.77 -11.3%
256 SOFI SOFI TECHNOLOGIES INC Financial Services 8,000.0 $209K 0.01% NEW $26.18 -33.5%
257 RGLD ROYAL GOLD INC Basic Materials 938.0 $209K 0.01% NEW $222.29 -1.7%
258 VAW VANGUARD WORLD FD 1,000.0 $208K 0.01% NEW $207.55 +13.0%
259 SHV ISHARES TR 1,840.0 $203K 0.01% NEW $110.15 +0.0%
260 LNT ALLIANT ENERGY CORP Utilities 3,112.0 $202K 0.01% NEW $65.01 +12.0%
Page 13 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%