Smith Salley Wealth Management ETF holdings
Greensboro, NC
Reported $195.8M in 92 ETFs in its Form 13F for June 30, 2026.
ETF value
$195.8M
ETFs held
92
Change from prior quarter
+19.0%
With price moves
ETFs as a share of its 13F
8.5%
of $2.3B
Top 10 of 92 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $20.6M | 387,811 | +202,143 shares |
| SPHY | State Street SPDR Portfolio High Yield Bond Index ETF | $16.8M | 715,925 | +534,179 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $12.9M | 45,191 | −656 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $12.9M | 245,485 | −4,615 shares |
| IEFA | iShares Core MSCI EAFE ETF | $11.6M | 119,957 | +3,175 shares |
| MBB | iShares MBS ETF | $10.9M | 115,609 | −49,053 shares |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $7.3M | 171,419 | −3,938 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.0M | 18,805 | −32 shares |
| VGT | Vanguard Information Technology ETF | $6.0M | 50,353 | +44,048 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $5.9M | 71,358 | −1,228 shares |
82 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001482012. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Smith Salley Wealth Management own?
Smith Salley Wealth Management reported 92 ETF positions worth $195.8M in its Form 13F for June 30, 2026. The largest was IGIB, at $20.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.