Smith Salley Wealth Management

Q3 2026 13F Detailed Holdings

Location
Greensboro, NC
Holdings as of
9/30/2026
Value
$2.42B
Num holdings
275
Date filed
11/3/2026
Form type
13F-HR
Prev filing
7/23/2026
Next filing
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