1y return+11.9%S&P 500 +20.9%
3y return+48.0%S&P 500 +68.5%
5y return+35.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $161 against $200 in the S&P 500.2
Salvus Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $8.1M | 4.5% | −3.6% |
| GOOGAlphabet Inc | $7.1M | 4.0% | −5.7% |
| ASTSAst Spacemobile Inc | $6.3M | 3.5% | −8.2% |
| SCHWSchwab Charles Corp | $6.2M | 3.5% | −5.7% |
| AAPLApple Inc | $5.8M | 3.3% | −2.5% |
| AMATApplied Matls Inc | $5.7M | 3.2% | −8.4% |
| NVDANvidia Corporation | $5.0M | 2.8% | +3.3% |
| PGRProgressive Corp | $5.0M | 2.8% | −6.4% |
| SGISomnigroup International Inc | $4.4M | 2.5% | −4.5% |
| BKNGBooking Holdings Inc | $4.1M | 2.3% | −2.5% |
| AXPAmerican Express Co | $3.9M | 2.2% | −3.8% |
| THOThor Inds Inc | $3.8M | 2.1% | −4.3% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $3.5M | 2.0% | +5.9% |
| MSFTMicrosoft Corp | $3.4M | 1.9% | −3.4% |
| ANETArista Networks Inc | $3.2M | 1.8% | −5.4% |
| FNDFloor & Decor Hldgs Inc | $3.1M | 1.7% | −3.9% |
| BNBrookfield Corp | $2.9M | 1.6% | −8.2% |
| ABGAsbury Automotive Group Inc | $2.7M | 1.5% | −3.7% |
| IBPInstalled Bldg Prods Inc | $2.6M | 1.5% | −35.0% |
| MKLMarkel Group Inc | $2.6M | 1.4% | −8.0% |
| GBILGoldman Sachs Etf Tr | $2.6M | 1.4% | −50.8% |
| AWIArmstrong World Inds Inc New | $2.4M | 1.4% | +31.8% |
| GLWCorning Inc | $2.4M | 1.3% | −24.6% |
| LLYEli Lilly & Co | $2.3M | 1.3% | −3.8% |
| ELLauder Estee Cos Inc | $2.3M | 1.3% | −6.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $5.0M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2023 | +1030.4% | $3.5M |
| AMATApplied Matls Inc | September 30, 2021 | +461.6% | $5.7M |
| GLWCorning Inc | March 31, 2025 | +458.0% | $2.4M |
| LLYEli Lilly & Co | June 30, 2021 | +422.6% | $2.3M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $7.1M |
| ORLYOreilly Automotive Inc | December 31, 2020 | +205.2% | $1.7M |
| SGISomnigroup International Inc | December 31, 2020 | +190.4% | $4.4M |
| AXPAmerican Express Co | December 31, 2020 | +179.7% | $3.9M |
| ADIAnalog Devices Inc | December 31, 2020 | +168.9% | $1.6M |
Sold off last quarter
- Nu Hldgs LtdCUSIP G6683N103 was $999K
- Honeywell Intl IncCUSIP 438516106 was $589K
- ZTSZoetis Inc was $544K
- Accenture PLC IrelandCUSIP G1151C101 was $324K
- SNPSSynopsys Inc was $296K
- SYYSysco Corp was $290K
- SHENShenandoah Telecommunication was $288K
- WDCWestern Digital Corp was $200K
- CPSHCps Technologies Corp was $103K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +9.5% | +5.4% |
| June 30, 2024 | −1.8% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +12.6% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −7.1% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −8.4% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Salvus Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1809236&type=13F-HR&dateb=&owner=include&count=40CIK 1809236
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1809236/000180923626000005/Filed July 10, 2026 · accession 0001809236-26-000005