Salvus Wealth Management, LLC

13F filer · CIK 0001809236

Reported Jul 10, 2026

Net seller this quarter

13F portfolio value$178MU.S. long equity reported on 13F

Positions1218 new · 9 closed

Net flow last quarter-$10.2MBuys minus sells

Top 10 positions weight32.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 2026121 positions
BRK.BBerkshire Hathaway Inc	$8.1M	4.54%	Not reported	-3.6%	Q4 2020
GOOGAlphabet Inc.	$7.05M	3.95%	Not reported	-5.8%	Q4 2020
ASTSAST SpaceMobile, Inc.	$6.26M	3.50%	Not reported	-8.2%	Q3 2021
SCHWSchwab Charles Corp	$6.24M	3.49%	0.00%	-5.7%	Q4 2020
AAPLApple Inc.	$5.81M	3.25%	0.00%	-2.5%	Q4 2020
AMATApplied Materials Inc	$5.65M	3.17%	0.00%	-8.4%	Q3 2021
NVDANvidia Corp	$5.05M	2.83%	0.00%	+3.3%	Q4 2020
PGRProgressive Corp	$4.96M	2.78%	0.00%	-6.4%	Q4 2020
SGISomnigroup International Inc.	$4.38M	2.45%	0.03%	-4.5%	Q4 2020
BKNGBooking Holdings Inc.	$4.08M	2.28%	0.00%	-2.5%	Q4 2020
AXPAmerican Express Co	$3.89M	2.18%	0.00%	-3.8%	Q4 2020
THOThor Industries Inc	$3.79M	2.12%	0.10%	-4.3%	Q4 2020
STXSeagate Technology Holdings plc	$3.49M	1.95%	0.00%	+5.9%	Q4 2021
MSFTMicrosoft Corp	$3.38M	1.89%	0.00%	-3.4%	Q4 2020
ANETArista Networks, Inc.	$3.19M	1.79%	0.00%	-5.4%	Q4 2020
FNDFloor & Decor Holdings, Inc.	$3.12M	1.75%	0.05%	-3.9%	Q2 2022
BNBROOKFIELD Corp	$2.92M	1.64%	Not reported	-8.2%	Q1 2023
ABGAsbury Automotive Group Inc	$2.67M	1.49%	0.07%	-3.7%	Q2 2024
IBPInstalled Building Products, Inc.	$2.6M	1.46%	0.04%	-35.0%	Q1 2025
MKLMarkel Group Inc.	$2.59M	1.45%	0.01%	-8.0%	Q4 2020
AWIArmstrong World Industries Inc	$2.43M	1.36%	0.04%	+31.8%	Q4 2020
GLWCorning Inc	$2.37M	1.33%	0.00%	-24.6%	Q1 2025
LLYELI LILLY & Co	$2.27M	1.27%	0.00%	-3.8%	Q2 2021
ELEstee Lauder Companies Inc	$2.26M	1.27%	Not reported	-6.6%	Q4 2020
INTCIntel Corp	$2.25M	1.26%	0.00%	+1.8%	Q4 2020
NVRNVR Inc	$2.19M	1.23%	0.01%	-4.5%	Q4 2020
JNJJohnson & Johnson	$2.02M	1.13%	0.00%	-1.9%	Q4 2020
MCMoelis & Co	$1.94M	1.09%	Not reported	-4.1%	Q4 2020
NSCNorfolk Southern Corp	$1.86M	1.04%	0.00%	-5.1%	Q4 2020
KNSLKinsale Capital Group, Inc.	$1.83M	1.03%	0.02%	+1.8%	Q1 2026
SUNBSunbelt Rentals Holdings, Inc.	$1.81M	1.02%	0.01%	New	Q2 2026
AMZNAmazon Com Inc	$1.72M	0.96%	0.00%	+4.9%	Q4 2020
ORLYO Reilly Automotive Inc	$1.71M	0.96%	0.00%	-8.2%	Q4 2020
ADIAnalog Devices Inc	$1.65M	0.92%	0.00%	-69.5%	Q4 2020
AONAon plc	$1.64M	0.92%	0.00%	-26.5%	Q4 2020
BLKBlackRock, Inc.	$1.54M	0.86%	0.00%	-3.8%	Q4 2020
APDAir Products & Chemicals, Inc.	$1.51M	0.85%	0.00%	+10.5%	Q4 2020
CVXChevron Corp	$1.38M	0.77%	0.00%	-3.0%	Q4 2020
CSCOCisco Systems, Inc.	$1.32M	0.74%	0.00%	-10.2%	Q4 2020
CINFCincinnati Financial Corp	$1.32M	0.74%	0.00%	+0.2%	Q4 2020
LLoews Corp	$1.27M	0.71%	0.01%	+0.5%	Q4 2020
AMTAmerican Tower Corp	$1.27M	0.71%	0.00%	-1.8%	Q4 2020
DDominion Energy, Inc	$1.25M	0.70%	0.00%	-10.7%	Q4 2020
VZVerizon Communications Inc	$1.25M	0.70%	0.00%	+22.7%	Q4 2020
CMICummins Inc	$1.21M	0.68%	0.00%	-10.9%	Q4 2025
TXNTexas Instruments Inc	$1.21M	0.68%	0.00%	-22.4%	Q4 2020
MOAltria Group, Inc.	$1.18M	0.66%	0.00%	-1.6%	Q4 2020
AVGOBroadcom Inc.	$1.18M	0.66%	0.00%	-9.8%	Q3 2025
PMPhilip Morris International Inc.	$1.17M	0.65%	0.00%	-11.0%	Q4 2020
MUMicron Technology Inc	$1.15M	0.65%	0.00%	+11.1%	Q4 2025

Q1 2026Reported Apr 10, 2026122 positions
BRK.BBerkshire Hathaway Inc	$8.05M	4.68%	Not reported	-0.1%	Q4 2020
SCHWSchwab Charles Corp	$6.74M	3.92%	0.00%	-1.9%	Q4 2020
ASTSAST SpaceMobile, Inc.	$6.36M	3.70%	Not reported	-10.8%	Q3 2021
GOOGAlphabet Inc.	$6.08M	3.53%	Not reported	+10.6%	Q4 2020
AAPLApple Inc.	$5.22M	3.04%	0.00%	-0.8%	Q4 2020
PGRProgressive Corp	$4.81M	2.79%	0.00%	-0.6%	Q4 2020
IBPInstalled Building Products, Inc.	$4.61M	2.68%	0.06%	-0.7%	Q1 2025
ADIAnalog Devices Inc	$4.32M	2.51%	0.00%	-30.5%	Q4 2020
SGISomnigroup International Inc.	$4.32M	2.51%	0.03%	-1.7%	Q4 2020
NVDANvidia Corp	$4.26M	2.48%	0.00%	+0.9%	Q4 2020
THOThor Industries Inc	$4.21M	2.45%	0.10%	-1.7%	Q4 2020
BKNGBooking Holdings Inc.	$3.95M	2.30%	0.00%	-0.1%	Q4 2020
AXPAmerican Express Co	$3.62M	2.10%	0.00%	-1.0%	Q4 2020
MSFTMicrosoft Corp	$3.47M	2.02%	0.00%	+0.9%	Q4 2020
BNBROOKFIELD Corp	$3.02M	1.76%	Not reported	+23.7%	Q1 2023
AMATApplied Materials Inc	$2.92M	1.70%	0.00%	-1.8%	Q3 2021
FNDFloor & Decor Holdings, Inc.	$2.78M	1.62%	0.05%	+0.4%	Q2 2022
MKLMarkel Group Inc.	$2.76M	1.60%	0.01%	+32.7%	Q4 2020
ABGAsbury Automotive Group Inc	$2.69M	1.57%	0.07%	+0.3%	Q2 2024
ANETArista Networks, Inc.	$2.44M	1.42%	0.00%	-0.4%	Q4 2020
NVRNVR Inc	$2.21M	1.29%	0.01%	+0.3%	Q4 2020
ELEstee Lauder Companies Inc	$2.2M	1.28%	Not reported	-1.6%	Q4 2020
AONAon plc	$2.17M	1.26%	0.00%	-0.8%	Q4 2020
JNJJohnson & Johnson	$1.98M	1.15%	0.00%	+1.0%	Q4 2020
AWIArmstrong World Industries Inc	$1.89M	1.10%	0.03%	-0.3%	Q4 2020
ORLYO Reilly Automotive Inc	$1.87M	1.09%	0.00%	-0.2%	Q4 2020
KNSLKinsale Capital Group, Inc.	$1.87M	1.09%	0.02%	New	Q1 2026
LLYELI LILLY & Co	$1.81M	1.05%	0.00%	+3.5%	Q2 2021
NSCNorfolk Southern Corp	$1.79M	1.04%	0.00%	+0.6%	Q4 2020
CVXChevron Corp	$1.78M	1.03%	0.00%	+0.8%	Q4 2020
MCMoelis & Co	$1.76M	1.03%	Not reported	+11.0%	Q4 2020
GLWCorning Inc	$1.67M	0.97%	0.00%	-34.7%	Q1 2025
BLKBlackRock, Inc.	$1.6M	0.93%	0.00%	-0.2%	Q4 2020
AMZNAmazon Com Inc	$1.43M	0.83%	0.00%	-26.8%	Q4 2020
AMTAmerican Tower Corp	$1.36M	0.79%	0.00%	+27.8%	Q4 2020
APDAir Products & Chemicals, Inc.	$1.35M	0.79%	0.00%	-3.2%	Q4 2020
STXSeagate Technology Holdings plc	$1.34M	0.78%	0.00%	+2.3%	Q4 2021
FNVFRANCO NEVADA Corp	$1.31M	0.76%	0.00%	-6.3%	Q3 2023
DDominion Energy, Inc	$1.27M	0.74%	0.00%	+20.7%	Q4 2020
VZVerizon Communications Inc	$1.21M	0.70%	0.00%	+13.7%	Q4 2020
PMPhilip Morris International Inc.	$1.2M	0.70%	0.00%	-3.2%	Q4 2020
LLoews Corp	$1.2M	0.70%	0.01%	-6.5%	Q4 2020
CINFCincinnati Financial Corp	$1.12M	0.65%	0.00%	+2.5%	Q4 2020
MOAltria Group, Inc.	$1.1M	0.64%	0.00%	+1.4%	Q4 2020
SBUXStarbucks Corp	$1.1M	0.64%	0.00%	-0.9%	Q4 2020
AVGOBroadcom Inc.	$1.07M	0.62%	0.00%	+5.9%	Q3 2025
CMICummins Inc	$1.03M	0.60%	0.00%	+72.1%	Q4 2025
TELTE Connectivity plc	$1.02M	0.59%	0.00%	+8.7%	Q4 2024
TXNTexas Instruments Inc	$1.02M	0.59%	0.00%	-2.6%	Q4 2020
NUNu Holdings Ltd.	$999K	0.58%	Not reported	Not reported	Q1 2023

Q4 2025Reported Jan 12, 2026131 positions
BRK.BBerkshire Hathaway Inc	$8.45M	4.72%	Not reported	+1.1%	Q4 2020
SCHWSchwab Charles Corp	$7.3M	4.08%	0.00%	+1.0%	Q4 2020
ASTSAST SpaceMobile, Inc.	$6.25M	3.49%	Not reported	-17.1%	Q3 2021
GOOGAlphabet Inc.	$6.01M	3.36%	Not reported	-10.7%	Q4 2020
AAPLApple Inc.	$5.64M	3.15%	0.00%	-4.7%	Q4 2020
PGRProgressive Corp	$5.56M	3.11%	0.00%	+0.8%	Q4 2020
THOThor Industries Inc	$5.5M	3.08%	0.10%	+0.6%	Q4 2020
SGISomnigroup International Inc.	$5.31M	2.97%	0.03%	+0.4%	Q4 2020
ADIAnalog Devices Inc	$5.3M	2.96%	0.00%	+0.6%	Q4 2020
BKNGBooking Holdings Inc.	$5.03M	2.81%	0.00%	+0.8%	Q4 2020
IBPInstalled Building Products, Inc.	$4.55M	2.54%	0.07%	+0.5%	Q1 2025
NVDANvidia Corp	$4.51M	2.52%	0.00%	+3.5%	Q4 2020
MSFTMicrosoft Corp	$4.5M	2.51%	0.00%	+1.0%	Q4 2020
AXPAmerican Express Co	$4.47M	2.50%	0.00%	+0.5%	Q4 2020
FNDFloor & Decor Holdings, Inc.	$3.32M	1.86%	0.05%	+1.3%	Q2 2022
ELEstee Lauder Companies Inc	$3.26M	1.83%	Not reported	0.0%	Q4 2020
ABGAsbury Automotive Group Inc	$3.19M	1.79%	0.07%	+1.0%	Q2 2024
BNBROOKFIELD Corp	$2.77M	1.55%	Not reported	+0.6%	Q1 2023
ANETArista Networks, Inc.	$2.61M	1.46%	0.00%	+0.4%	Q4 2020
NVRNVR Inc	$2.44M	1.37%	0.01%	+1.5%	Q4 2020
AONAon plc	$2.39M	1.34%	0.00%	+2.9%	Q4 2020
MKLMarkel Group Inc.	$2.33M	1.30%	0.01%	+0.9%	Q4 2020
AMATApplied Materials Inc	$2.23M	1.25%	0.00%	+1.9%	Q3 2021
AWIArmstrong World Industries Inc	$2.2M	1.23%	0.03%	-0.7%	Q4 2020
AMZNAmazon Com Inc	$2.17M	1.21%	0.00%	+8.0%	Q4 2020
LLYELI LILLY & Co	$2.04M	1.14%	0.00%	+3.7%	Q2 2021
MCMoelis & Co	$1.92M	1.07%	Not reported	+1.2%	Q4 2020
ORLYO Reilly Automotive Inc	$1.85M	1.04%	0.00%	-0.8%	Q4 2020
NSCNorfolk Southern Corp	$1.79M	1.00%	0.00%	+2.0%	Q4 2020
BLKBlackRock, Inc.	$1.78M	1.00%	0.00%	+2.2%	Q4 2020
JNJJohnson & Johnson	$1.66M	0.93%	0.00%	+1.8%	Q4 2020
GLWCorning Inc	$1.65M	0.92%	0.00%	+2.7%	Q1 2025
CVXChevron Corp	$1.3M	0.73%	0.00%	+3.6%	Q4 2020
LLoews Corp	$1.26M	0.71%	0.01%	+2.0%	Q4 2020
CSCOCisco Systems, Inc.	$1.23M	0.69%	0.00%	-8.0%	Q4 2020
PMPhilip Morris International Inc.	$1.2M	0.67%	0.00%	+1.8%	Q4 2020
APDAir Products & Chemicals, Inc.	$1.19M	0.66%	0.00%	+3.2%	Q4 2020
FNVFRANCO NEVADA Corp	$1.17M	0.66%	0.00%	+2.4%	Q3 2023
NUNu Holdings Ltd.	$1.16M	0.65%	Not reported	Not reported	Q1 2023
CINFCincinnati Financial Corp	$1.13M	0.63%	0.00%	+1.6%	Q4 2020
AVGOBroadcom Inc.	$1.13M	0.63%	0.00%	+8.2%	Q3 2025
AMTAmerican Tower Corp	$1.08M	0.61%	0.00%	-18.4%	Q4 2020
ORCLOracle Corp	$1.07M	0.60%	0.00%	+4.7%	Q3 2024
AEMAgnico Eagle Mines Ltd	$1.07M	0.60%	0.00%	+0.9%	Q4 2020
SBUXStarbucks Corp	$1.04M	0.58%	0.00%	+3.8%	Q4 2020
TELTE Connectivity plc	$1.02M	0.57%	0.00%	+1.9%	Q4 2024
VVisa Inc.	$1.02M	0.57%	0.00%	+5.6%	Q2 2021
DDominion Energy, Inc	$998K	0.56%	0.00%	+1.9%	Q4 2020
ULUnilever PLC	$987K	0.55%	0.00%	+3.8%	Q4 2020
MOAltria Group, Inc.	$951K	0.53%	0.00%	+2.0%	Q4 2020

Q3 2025Reported Oct 14, 2025129 positions
BRK.BBerkshire Hathaway Inc	$8.36M	4.67%	Not reported	-0.8%	Q4 2020
SCHWSchwab Charles Corp	$6.91M	3.86%	0.00%	-1.3%	Q4 2020
PGRProgressive Corp	$5.98M	3.34%	0.00%	-1.2%	Q4 2020
AAPLApple Inc.	$5.55M	3.10%	0.00%	-6.0%	Q4 2020
THOThor Industries Inc	$5.52M	3.08%	0.10%	-0.8%	Q4 2020
GOOGAlphabet Inc.	$5.23M	2.92%	Not reported	-4.6%	Q4 2020
ASTSAST SpaceMobile, Inc.	$5.09M	2.84%	Not reported	-2.9%	Q3 2021
BKNGBooking Holdings Inc.	$5.04M	2.81%	0.00%	-1.2%	Q4 2020
SGISomnigroup International Inc.	$4.99M	2.79%	0.03%	-20.3%	Q4 2020
ADIAnalog Devices Inc	$4.77M	2.67%	0.00%	-0.5%	Q4 2020
MSFTMicrosoft Corp	$4.77M	2.66%	0.00%	+1.3%	Q4 2020
NVDANvidia Corp	$4.36M	2.44%	0.00%	+19.6%	Q4 2020
IBPInstalled Building Products, Inc.	$4.3M	2.40%	0.06%	-0.6%	Q1 2025
FISVFiserv Inc	$4.05M	2.26%	0.01%	+29.4%	Q3 2024
AXPAmerican Express Co	$3.99M	2.23%	0.00%	-26.6%	Q4 2020
FNDFloor & Decor Holdings, Inc.	$3.97M	2.22%	0.05%	-0.4%	Q2 2022
ABGAsbury Automotive Group Inc	$3.32M	1.86%	0.07%	+0.3%	Q2 2024
ANETArista Networks, Inc.	$2.9M	1.62%	0.00%	-19.3%	Q4 2020
ELEstee Lauder Companies Inc	$2.75M	1.53%	Not reported	-0.9%	Q4 2020
BNBROOKFIELD Corp	$2.75M	1.53%	Not reported	-3.3%	Q1 2023
NVRNVR Inc	$2.65M	1.48%	0.01%	-0.9%	Q4 2020
AONAon plc	$2.35M	1.31%	0.00%	-2.8%	Q4 2020
AWIArmstrong World Industries Inc	$2.27M	1.27%	0.03%	-33.8%	Q4 2020
ORLYO Reilly Automotive Inc	$2.21M	1.23%	0.00%	-2.7%	Q4 2020
MKLMarkel Group Inc.	$2.05M	1.15%	0.01%	-3.5%	Q4 2020
MCMoelis & Co	$1.96M	1.10%	Not reported	+0.4%	Q4 2020
AMZNAmazon Com Inc	$1.91M	1.07%	0.00%	-8.8%	Q4 2020
BLKBlackRock, Inc.	$1.9M	1.06%	0.00%	-0.4%	Q4 2020
NSCNorfolk Southern Corp	$1.82M	1.02%	0.00%	+3.5%	Q4 2020
AMATApplied Materials Inc	$1.75M	0.98%	0.00%	-3.9%	Q3 2021
GLWCorning Inc	$1.5M	0.84%	0.00%	+3.5%	Q1 2025
ORCLOracle Corp	$1.48M	0.83%	0.00%	-14.3%	Q3 2024
JNJJohnson & Johnson	$1.46M	0.81%	0.00%	+5.5%	Q4 2020
AMTAmerican Tower Corp	$1.45M	0.81%	0.00%	-2.0%	Q4 2020
LLYELI LILLY & Co	$1.4M	0.78%	0.00%	-2.9%	Q2 2021
CVXChevron Corp	$1.28M	0.71%	0.00%	+4.9%	Q4 2020
APDAir Products & Chemicals, Inc.	$1.27M	0.71%	0.00%	-1.2%	Q4 2020
FNVFRANCO NEVADA Corp	$1.23M	0.69%	0.00%	-0.5%	Q3 2023
PMPhilip Morris International Inc.	$1.19M	0.67%	0.00%	-0.4%	Q4 2020
CSCOCisco Systems, Inc.	$1.19M	0.66%	0.00%	-2.3%	Q4 2020
LLoews Corp	$1.18M	0.66%	0.01%	+0.3%	Q4 2020
NUNu Holdings Ltd.	$1.11M	0.62%	Not reported	Not reported	Q1 2023
CINFCincinnati Financial Corp	$1.08M	0.60%	0.00%	+7.5%	Q4 2020
MOAltria Group, Inc.	$1.07M	0.60%	0.00%	+5.9%	Q4 2020
DISWalt Disney Co	$1.06M	0.59%	0.00%	-4.0%	Q4 2020
AEMAgnico Eagle Mines Ltd	$1.05M	0.59%	0.00%	+0.1%	Q4 2020
WSCWillScot Holdings Corp	$1.04M	0.58%	0.03%	+1.5%	Q2 2024
CCOICogent Communications Holdings, Inc.	$1.03M	0.58%	0.05%	-4.7%	Q1 2023
DDominion Energy, Inc	$1.02M	0.57%	0.00%	-0.4%	Q4 2020
SBUXStarbucks Corp	$1.01M	0.56%	0.00%	+2.7%	Q4 2020

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