Salvus Wealth Management, LLC
Sector Allocation
- Technology30.3%$53.1M
- Financials24.3%$42.6M
- Consumer Discretionary11.5%$20.1M
- Industrials9.2%$16.2M
- Healthcare4.4%$7.7M
- Communication Services4.1%$7.2M
- Materials4.0%$7.1M
- Consumer Staples4.0%$7.0M
- Real Estate2.6%$4.5M
- Energy2.1%$3.6M
AUM History
13fpro.ai/research/fund/salvus-wealth-management-llc-1809236
Conviction and streaks
Stable · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
BRK.B
$7.9MGOOG
$6.8MAAPL
$6.7MSCHW
$6.5MNVDA
$5.8MMSFT
$4.9MPGR
$4.6MSGI
$4.6MASTS
$4.2MANET
$3.7MBKNG
$3.6MAMAT
$3.5MSTX
$3.5MTHO
$3.4MAXP
$3.4MBN
$2.5MAWI
$2.4MFND
$2.4MHLI
$2.3MGS
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/salvus-wealth-management-llc-1809236
Salvus Wealth Management, LLC 13F holdings — Q3 2026
$175.4M portfolio (-1.7% QoQ) · 132 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
$7.9M
4.5% of stocks
-2%This quarter—Since filed11+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.8M
3.9% of stocks
-0.7%This quarter-10.1%Since filed11+ qtrsHeld$6.7M
3.8% of stocks
+0.6%This quarter+0.8%Since filed11+ qtrsHeld$6.5M
3.7% of stocks
-2%This quarter-6.5%Since filed11+ qtrsHeld$5.8M
3.3% of stocks
+0.9%This quarter-5.5%Since filed11+ qtrsHeld$4.9M
2.8% of stocks
+5%This quarter-2.0%Since filed11+ qtrsHeld$4.6M
2.6% of stocks
-2%This quarter+2.9%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$4.6M
2.6% of stocks
+31%This quarter-1.2%Since filed11+ qtrsHeld$4.2M
2.4% of stocks
+0.4%This quarter-16.2%Since filed11+ qtrsHeld$3.7M
2.1% of stocks
-2%This quarter-13.3%Since filed7 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Salvus Wealth Management, LLC (Q3 2026)
132 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Booking Holdings Inc. | Consumer Discretionary | $3.6M | 2.1% | 22K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | APPLIED MATERIALS INC /DE | Technology | $3.5M | 2.0% | 6,838 | -13% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Seagate Technology Holdings plc | Technology | $3.5M | 2.0% | 3,780 | +5% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | THOR INDUSTRIES INC | Industrials | $3.4M | 2.0% | 50K | -1% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMERICAN EXPRESS CO | Financials | $3.4M | 2.0% | 11K | -2% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BROOKFIELD Corp /ON/ | Real Estate | $2.5M | 1.4% | 69K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ARMSTRONG WORLD INDUSTRIES INC | Materials | $2.4M | 1.4% | 15K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Floor & Decor Holdings, Inc. | Consumer Discretionary | $2.4M | 1.4% | 52K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | HOULIHAN LOKEY, INC. | Financials | $2.3M | 1.3% | 18K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $2.3M | 1.3% | 23K | -11% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MARKEL GROUP INC. | Financials | $2.3M | 1.3% | 1,329 | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ASBURY AUTOMOTIVE GROUP INC | Consumer Discretionary | $2.3M | 1.3% | 13K | -0.8% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JOHNSON & JOHNSON | Healthcare | $2.2M | 1.3% | 8,490 | +7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Installed Building Products, Inc. | Industrials | $2.2M | 1.2% | 11K | -0.2% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $2.2M | 1.2% | 1,868 | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NVR | NVR INC | Industrials | $2.0M | 1.1% | 322 | +0.3% | |||
| 27 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.9M | 1.1% | 6,181 | +5% | |||
| 28 | $INTC | INTEL CORP | Technology | $1.9M | 1.1% | 16K | -3% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 1.1% | 7,474 | +4% | |||
| 30 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $1.9M | 1.1% | 20K | -30% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $1.8M | 1.0% | 8,788 | +6% | |||
| 32 | $KNSL | Kinsale Capital Group, Inc. | Financials | $1.8M | 1.0% | 5,529 | -0.6% | |||
| 33 | $SUNB | Sunbelt Rentals Holdings, Inc. | Industrials | $1.8M | 1.0% | 24K | +0.3% | |||
| 34 | $BLK | BlackRock, Inc. | Financials | $1.8M | 1.0% | 1,675 | +5% | |||
| 35 | $MC | Moelis & Co | Financials | $1.7M | 0.9% | 29K | -3% | |||
| 36 | $ADI | ANALOG DEVICES INC | Technology | $1.6M | 0.9% | 4,120 | -0.8% | |||
| 37 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.6M | 0.9% | 19K | +0.3% | |||
| 38 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.8% | 1,391 | +39% | |||
| 39 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.5M | 0.8% | 32K | +8% | |||
| 40 | $GLW | CORNING INC /NY | Materials | $1.4M | 0.8% | 9,302 | +0.3% | |||
| 41 | $APD | Air Products & Chemicals, Inc. | Materials | $1.4M | 0.8% | 5,105 | -0.8% | |||
| 42 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.4M | 0.8% | 8,398 | +8% | |||
| 43 | $AON | Aon plc | Financials | $1.4M | 0.8% | 4,951 | +0.3% | |||
| 44 | $FNV | FRANCO NEVADA Corp | Materials | $1.3M | 0.7% | 5,470 | — | |||
| 45 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $1.2M | 0.7% | 7,764 | +9% | |||
| 46 | $PM | Philip Morris International Inc. | Consumer Staples | $1.2M | 0.7% | 6,366 | -1% | |||
| 47 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.2M | 0.7% | 18K | +9% | |||
| 48 | $L | LOEWS CORP | Financials | $1.2M | 0.7% | 11K | -1.0% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.7% | 1,568 | +31% | |||
| 50 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.7% | 3,232 | +4% | |||
| 51 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.1M | 0.7% | 4,047 | -0.4% | |||
| 52 | $UL | UNILEVER PLC | Consumer Staples | $1.1M | 0.6% | 18K | — | |||
| 53 | $D | DOMINION ENERGY, INC | Utilities | $1.1M | 0.6% | 18K | -1% | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $969K | 0.6% | 9,000 | -20% | |||
| 55 | $V | VISA INC. | Financials | $947K | 0.5% | 2,635 | -2% | |||
| 56 | $MDT | Medtronic plc | Healthcare | $922K | 0.5% | 11K | -0.1% | |||
| 57 | $NOW | ServiceNow, Inc. | Technology | $913K | 0.5% | 6,810 | -6% | |||
| 58 | $PAYX | PAYCHEX INC | Technology | $880K | 0.5% | 8,939 | +11% | |||
| 59 | $CMI | CUMMINS INC | Industrials | $868K | 0.5% | 1,681 | -1% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $837K | 0.5% | 5,757 | +14% | |||
| 61 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $834K | 0.5% | 1,828 | +47% | |||
| 62 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $822K | 0.5% | 8,744 | -19% | |||
| 63 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $776K | 0.4% | 2,115 | -5% | |||
| 64 | $DIS | Walt Disney Co | Communication Services | $772K | 0.4% | 7,362 | +0.5% | |||
| 65 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $768K | 0.4% | 3,661 | -1% | |||
| 66 | $MA | Mastercard Inc | Financials | $757K | 0.4% | 1,373 | -6% | |||
| 67 | $FAST | FASTENAL CO | Industrials | $750K | 0.4% | 15K | -1% | |||
| 68 | $KO | COCA COLA CO | Consumer Staples | $716K | 0.4% | 8,317 | +16% | |||
| 69 | $EOG | EOG RESOURCES INC | Energy | $715K | 0.4% | 5,189 | — | |||
| 70 | $KMX | CARMAX INC | Consumer Discretionary | $679K | 0.4% | 12K | +0.4% | |||
| 71 | $GD | GENERAL DYNAMICS CORP | Industrials | $678K | 0.4% | 2,044 | +16% | |||
| 72 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $674K | 0.4% | 4,642 | +18% | |||
| 73 | $ORCL | ORACLE CORP | Technology | $651K | 0.4% | 4,739 | -6% | |||
| 74 | $MTB | M&T BANK CORP | Financials | $635K | 0.4% | 2,920 | +18% | |||
| 75 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $610K | 0.3% | 3,311 | -1% | |||
| 76 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $608K | 0.3% | 17K | +0.0% | |||
| 77 | $RYN | RAYONIER INC | Real Estate | $604K | 0.3% | 33K | — | |||
| 78 | $SHOP | SHOPIFY INC. | Technology | $578K | 0.3% | 3,895 | -34% | |||
| 79 | $GOOGL | Alphabet Inc. | Technology | $576K | 0.3% | 1,673 | +1% | |||
| 80 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $565K | 0.3% | 1,169 | -0.8% | |||
| 81 | $HAS | HASBRO, INC. | Consumer Discretionary | $565K | 0.3% | 6,445 | +22% | |||
| 82 | $DELL | Dell Technologies Inc. | Technology | $562K | 0.3% | 1,045 | — | |||
| 83 | $T | AT&T INC. | Communication Services | $556K | 0.3% | 23K | +26% | |||
| 84 | $HUBB | HUBBELL INC | Technology | $556K | 0.3% | 1,225 | — | |||
| 85 | $TEL | TE Connectivity plc | Technology | $553K | 0.3% | 2,622 | -2% | |||
| 86 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $532K | 0.3% | 719 | +40% | |||
| 87 | $DUK | Duke Energy CORP | Utilities | $521K | 0.3% | 4,568 | +24% | |||
| 88 | $IEX | IDEX CORP /DE/ | Industrials | $514K | 0.3% | 2,253 | +0.2% | |||
| 89 | $AEM | AGNICO EAGLE MINES LTD | Materials | $511K | 0.3% | 2,790 | -3% | |||
| 90 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $485K | 0.3% | 5,297 | +26% | |||
| 91 | $CB | Chubb Ltd | Financials | $476K | 0.3% | 1,465 | -0.9% | |||
| 92 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $475K | 0.3% | 6,686 | -0.7% | |||
| 93 | $NEE | NEXTERA ENERGY INC | Utilities | $466K | 0.3% | 6,157 | -0.4% | |||
| 94 | $SPY | SPDR S&P 500 ETF TRUST | — | $465K | 0.3% | 610 | -6% | |||
| 95 | $EMR | EMERSON ELECTRIC CO | Industrials | $463K | 0.3% | 2,984 | -4% | |||
| 96 | $APAM | Artisan Partners Asset Management Inc. | Financials | $450K | 0.3% | 12K | +29% | |||
| 97 | $HONA | Honeywell Aerospace Inc. | Industrials | $444K | 0.3% | 2,868 | New | |||
| 98 | $CDW | CDW Corp | Consumer Discretionary | $435K | 0.3% | 3,395 | +0.4% | |||
| 99 | — | ISHARES TR - RUS 1000 GRW ETF | — | $420K | 0.2% | 3,353 | +46% | |||
| 100 | $BAM | Brookfield Asset Management Ltd. | Financials | $406K | 0.2% | 9,112 | +0.3% | |||
| 101 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $391K | 0.2% | 558 | New | |||
| 102 | $ET | Energy Transfer LP | Energy | $369K | 0.2% | 19K | +0.0% | |||
| 103 | $GE | GENERAL ELECTRIC CO | Industrials | $369K | 0.2% | 1,182 | +2% | |||
| 104 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $360K | 0.2% | 1,360 | +300% | |||
| 105 | $ABNB | Airbnb, Inc. | Technology | $352K | 0.2% | 2,192 | -6% | |||
| 106 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $351K | 0.2% | 985 | -43% | |||
| 107 | $LRCX | LAM RESEARCH CORP | Technology | $339K | 0.2% | 1,032 | -6% | |||
| 108 | $CSGP | COSTAR GROUP, INC. | Industrials | $313K | 0.2% | 11K | -6% | |||
| 109 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $308K | 0.2% | 589 | -6% | |||
| 110 | $FER | Ferrovial N.V. | Industrials | $292K | 0.2% | 5,398 | New | |||
| 111 | $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | Communication Services | $272K | 0.2% | 35K | +0.4% | |||
| 112 | — | STARBOARD INVT TR - ADAPTIVE ALPHA | — | $266K | 0.1% | 7,982 | New | |||
| 113 | $PLTR | Palantir Technologies Inc. | Technology | $257K | 0.1% | 1,377 | New | |||
| 114 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $255K | 0.1% | 628 | -5% | |||
| 115 | — | ISHARES TR - CORE HIGH DV ETF | — | $251K | 0.1% | 8,975 | — | |||
| 116 | — | ALPHABET INC - DEP SHS RP1/20 B | — | $242K | 0.1% | 4,998 | New | |||
| 117 | $GOOG | Alphabet Inc. | Technology | $241K | 0.1% | 4,907 | New | |||
| 118 | $GEV | GE Vernova Inc. | Industrials | $230K | 0.1% | 242 | -3% | |||
| 119 | $ASML | ASML HOLDING NV | Technology | $226K | 0.1% | 125 | New | |||
| 120 | $JPM | JPMORGAN CHASE & CO | Financials | $225K | 0.1% | 680 | — | |||
| 121 | $RH | RH | Consumer Discretionary | $220K | 0.1% | 1,808 | +0.4% | |||
| 122 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $219K | 0.1% | 926 | — | |||
| 123 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $208K | 0.1% | 6,387 | New | |||
| 124 | — | UNIFIED SER TR - ABSLUTE SELCT VL | — | $204K | 0.1% | 5,506 | New | |||
| 125 | $WMT | Walmart Inc. | Consumer Staples | $202K | 0.1% | 1,942 | — | |||
| 126 | $LAKE | LAKELAND INDUSTRIES INC | Healthcare | $132K | 0.1% | 13K | -3% | |||
| 127 | $BORR | Borr Drilling Ltd | Energy | $120K | 0.1% | 31K | — | |||
| 128 | $FLNT | Fluent, Inc. | Technology | $94K | 0.1% | 30K | — | |||
| 129 | $DETX | LIBERTY DEFENSE HOLDINGS, LTD. | Technology | $45K | 0.0% | 21K | New | |||
| 130 | $LOOP | Loop Industries, Inc. | Healthcare | $33K | 0.0% | 79K | — | |||
| 131 | $RMCF | Rocky Mountain Chocolate Factory, Inc. | Consumer Staples | $19K | 0.0% | 24K | — | |||
| 132 | $RCT | RedCloud Holdings plc | Consumer Discretionary | $3K | 0.0% | 13K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 51 added to, 54 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
first bought this quarter
$HONAHoneywell Aerospace Inc.$444K
first bought this quarter
- VANGUARD INDEX FDS - S&P 500 ETF SHS$391K
first bought this quarter
$FERFerrovial N.V.$292K
first bought this quarter
- STARBOARD INVT TR - ADAPTIVE ALPHA$266K
first bought this quarter
$PLTRPalantir Technologies Inc.$257K
first bought this quarter
+5 more in the Excel export
Added to (51)
now $4.6M · held 11+ qtrs
$MUMICRON TECHNOLOGY INC+39%
now $1.5M · held 4 qtrs, 4 adds in a row
$CRWDCrowdStrike Holdings, Inc.+300%
now $360K · held 2 qtrs
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+47%
now $834K · held 6 qtrs, 4 adds in a row
$METAMeta Platforms, Inc.+31%
now $1.1M · held 11+ qtrs
now $4.9M · held 11+ qtrs
+45 more in the Excel export
Trimmed (54)
$ELESTEE LAUDER COMPANIES INC-30%
now $1.9M · held 11+ qtrs, 3 trims in a row
now $3.5M · held 11+ qtrs, 3 trims in a row
$SHOPSHOPIFY INC.-34%
now $578K · held 10 qtrs, 2 trims in a row
now $2.3M · held 11+ qtrs, 2 trims in a row
$TRVTRAVELERS COMPANIES, INC.-43%
now $351K · held 11+ qtrs, 3 trims in a row
$CSCOCISCO SYSTEMS, INC.-20%
now $969K · held 11+ qtrs, 7 trims in a row
+48 more in the Excel export
Holdings by quarter
Every 13F Salvus Wealth Management, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Salvus Wealth Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Salvus Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-5.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 21% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Salvus Wealth Management, LLC disclosed 132 positions worth $175.4M in its Form 13F-HR for Q3 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 4.5% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 11 new positions and exited 5 — including a new stake in $HLI and a full exit from $OKE. The portfolio is most concentrated in Technology (30.3% of disclosed assets). All figures are sourced directly from Salvus Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1809236.
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