Long-term investor
Smith Salley Wealth Management @smithsalleywealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001482012).
Record
- Tracked since 2025-06-30 (448 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +17.4% · all +17.4%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.8% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- 02079K107 · 4.3% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- AVGO · 2.7% · long · since 2025-06-30
- MU · 2.5% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- ASML · 2.3% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30
- META · 2.0% · long · since 2025-06-30
- TJX · 1.8% · long · since 2025-06-30