A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

Smith Salley Wealth Management

CIK 0001482012. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

Latest Filing

16 Apr 2026

Industry

n/a

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Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open 13F portfolio

Source: SEC Form 13F

13F-HR filed on 16 Apr 2026 for CIK 0001482012.

View Source Filing

Business address: 324 West Wendover Avenue, Suite 301, Greensboro, NC, 27408
Top securities (13F): NVDA, AAPL, MSFT, GOOG, AMZN, BRKB, JPM, META, TJX, RTX, AVGO, V, ADI, ABBV, ASML, NEE, LOW, TMO, MRVL, and LIN
State of incorporation: NC
Fiscal year end: 31 December
Former names: Smith, Salley & Associates (to 24 Jan 2024)

Filer intelligence

What SEC filings say about Smith Salley Wealth Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

Latest parsed 13F shows $1.99B across 267 reported holdings for Q1 2026.
Largest parsed 13F holding: NVDA at $135.36M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed

13F portfolio 267 rows

Quarterly institutional portfolio holdings.

Open

13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open

Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 16 Apr 2026

NVDA

6.8%

Nvidia Corporation

$135.36M

AAPL

5.3%

Apple Inc

$105.69M

MSFT

4.5%

Microsoft Corp

$89.25M

GOOG

Alphabet Inc

$79.84M

AMZN

2.9%

Amazon Com Inc

$58.53M

Latest update

What changed recently for Smith Salley Wealth Management

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 16 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Smith Salley Wealth Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Smith Salley Wealth Management has filed 68 SEC EDGAR filings since 01 Feb 2010. Common forms include 13F-HR, N-PX.

Smith Salley Wealth Management SEC filings Smith Salley Wealth Management 13F portfolio

Latest Filings

Recent SEC filings for Smith Salley Wealth Management with direct links to document and filing folders.

13F-HR File 028-13643

13F-HR filing

Filing date: 16 Apr 2026
Reporting date: 31 Mar 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 27 Jan 2026
Reporting date: 31 Dec 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 20 Oct 2025
Reporting date: 30 Sep 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-13643

N-PX filing

Filing date: 27 Aug 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 17 Jul 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 25 Apr 2025
Reporting date: 31 Mar 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 15 Jan 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 24 Oct 2024
Reporting date: 30 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-13643

N-PX filing

Filing date: 02 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 29 Jul 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 02 May 2024
Reporting date: 31 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 24 Jan 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 27 Oct 2023
Reporting date: 30 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 04 Aug 2023
Reporting date: 30 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 03 May 2023
Reporting date: 31 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 03 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 01 Nov 2022
Reporting date: 30 Sep 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 01 Aug 2022
Reporting date: 30 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 10 May 2022
Reporting date: 31 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 10 Feb 2022
Reporting date: 31 Dec 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 05 Nov 2021
Reporting date: 30 Sep 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 09 Aug 2021
Reporting date: 30 Jun 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 30 Apr 2021
Reporting date: 31 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 28 Jan 2021
Reporting date: 31 Dec 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 05 Nov 2020
Reporting date: 30 Sep 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 04 Aug 2020
Reporting date: 30 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 24 Apr 2020
Reporting date: 31 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 27 Jan 2020
Reporting date: 31 Dec 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 30 Oct 2019
Reporting date: 30 Sep 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Jul 2019
Reporting date: 30 Jun 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 03 May 2019
Reporting date: 31 Mar 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 05 Feb 2019
Reporting date: 31 Dec 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 06 Nov 2018
Reporting date: 30 Sep 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 10 Aug 2018
Reporting date: 30 Jun 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 09 May 2018
Reporting date: 31 Mar 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Feb 2018
Reporting date: 31 Dec 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 02 Nov 2017
Reporting date: 30 Sep 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 25 Jul 2017
Reporting date: 30 Jun 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 05 May 2017
Reporting date: 31 Mar 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 01 Feb 2017
Reporting date: 31 Dec 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 14 Nov 2016
Reporting date: 30 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 29 Jul 2016
Reporting date: 30 Jun 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 10 May 2016
Reporting date: 31 Mar 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 10 Feb 2016
Reporting date: 31 Dec 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Nov 2015
Reporting date: 30 Sep 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 11 Aug 2015
Reporting date: 30 Jun 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 05 May 2015
Reporting date: 31 Mar 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 04 Feb 2015
Reporting date: 31 Dec 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Nov 2014
Reporting date: 30 Sep 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 13 Aug 2014
Reporting date: 30 Jun 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 May 2014
Reporting date: 31 Mar 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 11 Feb 2014
Reporting date: 31 Dec 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Nov 2013
Reporting date: 30 Sep 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 13 Aug 2013
Reporting date: 30 Jun 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SSAFORM13FHR033113

Filing date: 13 May 2013
Reporting date: 31 Mar 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SSAFORM13FHR123112

Filing date: 13 Feb 2013
Reporting date: 31 Dec 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SSAFORM13FHR93012

Filing date: 14 Nov 2012
Reporting date: 30 Sep 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SMITH, SALLEY & ASSOCIATES 13FHR 6-30-12

Filing date: 14 Aug 2012
Reporting date: 30 Jun 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SMITH, SALLEY & ASSOCIATES FORM 13F-HR 03-31-2012

Filing date: 11 May 2012
Reporting date: 31 Mar 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SMITH, SALLEY & ASSOCIATES 13-HR 12-31-11

Filing date: 08 Feb 2012
Reporting date: 31 Dec 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 14 Nov 2011
Reporting date: 30 Sep 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Aug 2011
Reporting date: 30 Jun 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 May 2011
Reporting date: 31 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 11 Feb 2011
Reporting date: 31 Dec 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 12 Nov 2010
Reporting date: 30 Sep 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 06 Aug 2010
Reporting date: 30 Jun 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

13F-HR filing

Filing date: 05 May 2010
Reporting date: 31 Mar 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-13643

SMITH, SALLEY & ASSOCIATES 13F-HR 12-31-09

Filing date: 01 Feb 2010
Reporting date: 31 Dec 2009
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

Smith Salley Wealth Management files with the SEC under CIK 0001482012. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.