Smith Salley Wealth Management

Q3 2025 13F Detailed Holdings

Location
Greensboro, NC
Holdings as of
9/30/2025
Value ($000)
$1,943,269
Num holdings
264
Date filed
10/20/2025
Form type
13F-HR
Prev filing
7/17/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None