Salvus Wealth Management, LLC
CIK: 0001809236SEC EDGAR →
Portfolio Value
$178.8M
Holdings
136
As of
Q4 2025
New Positions
11
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 16,809 | $8.4M | 4.72% |
| 2 | SCHWAB CHARLES CORP | 73,041 | $7.3M | 4.08% |
| 3 | AST SPACEMOBILE INC | 86,006 | $6.2M | 3.49% |
| 4 | ALPHABET INC | 19,160 | $6.0M | 3.36% |
| 5 | APPLE INC | 20,749 | $5.6M | 3.15% |
| 6 | PROGRESSIVE CORP | 24,395 | $5.6M | 3.11% |
| 7 | THOR INDS INC | 53,581 | $5.5M | 3.08% |
| 8 | SOMNIGROUP INTERNATIONAL INC | 59,465 | $5.3M | 2.97% |
| 9 | ANALOG DEVICES INC | 19,548 | $5.3M | 2.96% |
| 10 | BOOKING HOLDINGS INC | 940 | $5.0M | 2.81% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 30 | $44.7M | 25.0% |
| Financial Services | 28 | $42.4M | 23.7% |
| Consumer Cyclical | 14 | $28.1M | 15.7% |
| Unknown | 7 | $19.3M | 10.8% |
| Industrials | 12 | $9.2M | 5.1% |
| Communication Services | 7 | $8.5M | 4.7% |
| Healthcare | 12 | $8.5M | 4.7% |
| Consumer Defensive | 9 | $7.2M | 4.1% |
| Energy | 7 | $4.0M | 2.3% |
| Basic Materials | 5 | $3.9M | 2.2% |
| Utilities | 3 | $1.6M | 0.9% |
| Real Estate | 2 | $1.3M | 0.7% |