Arkolith/Funds/Salvus Wealth Management, LLC

Salvus Wealth Management, LLC

CIK 1809236Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Salvus Wealth Management, LLC holds a diversified book of 125 reported positions worth $178.5M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Salvus Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.3%
+11.4%/yr · since Oct '24
Their reported book
+16.2%
held from quarter-end
S&P 500
+37.0%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Dec '25Apr '26Sep '26
Salvus Wealth Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.2 points over this window.

Growth of $10,000 cloning Salvus Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
32%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

98% mapped to company sectors

Information Technology
27%
Financials
22%
Consumer Discretionary
13%
Industrials
11%
Materials
7%
Communication Services
5%
Health Care
4%
Real Estate
3%

+4 sectors below the cut, 8% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Salvus Wealth Management, LLC

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP9 / 80$641.1M
Luma Capital S.A. - SPF11 / 80$106.9M
Timucuan Asset Management Inc16 / 80$2.5B
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$420.3M
Ketron Financial17 / 80$273.8M
Howard Hughes Medical Institute16 / 80$368.5M
Broad Run Investment Management, LLC14 / 80$524.3M
Financial Avengers, Inc.32 / 80$194.2M

Ranked by the share of each fund's own book sitting in the names it shares with Salvus Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

125 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL B NEW
$8.1M16.2K
4.5%
−3.5%
Reduced · −597 sh
2Alphabet Inc
CAP STK CL C
$7.1M20.0K
4.0%
−5.7%
Reduced · −1K sh
3Ast Spacemobile Inc
COM CL A
$6.3M70.4K
3.5%
−8.2%
Reduced · −6K sh
4Schwab Charles Corp
COM
$6.2M67.6K
3.5%
−5.7%
Reduced · −4K sh
5Apple Inc
COM
$5.8M20.1K
3.3%
−2.5%
Reduced · −521 sh
6Applied Matls Inc
COM
$5.7M7.8K
3.2%
−8.4%
Reduced · −715 sh
7Nvidia Corporation
COM
$5.0M25.2K
2.8%
+3.3%
Added · +804 sh
8Progressive Corp
COM
$5.0M22.7K
2.8%
−6.4%
Reduced · −2K sh
9Somnigroup International Inc
COM
$4.4M55.9K
2.5%
−4.5%
Reduced · −3K sh
10Booking Holdings Inc
COM
$4.1M22.9K
2.3%
24×
Added · +22K sh
11American Express Co
COM
$3.9M11.5K
2.2%
−3.8%
Reduced · −454 sh
12Thor Inds Inc
COM
$3.8M50.4K
2.1%
−4.3%
Reduced · −2K sh
13Seagate Technology HLDNGS PL
ORD SHS
$3.5M3.6K
2.0%
+5.9%
Added · +201 sh
14Microsoft Corp
COM
$3.4M9.1K
1.9%
−3.4%
Reduced · −319 sh
15Arista Networks Inc
COM SHS
$3.2M18.8K
1.8%
−5.4%
Reduced · −1K sh
16Floor & Decor Hldgs Inc
CL A
$3.1M52.6K
1.7%
−3.9%
Reduced · −2K sh
17Brookfield Corp
CL A LTD VT SH
$2.9M68.6K
1.6%
−8.2%
Reduced · −6K sh
18Asbury Automotive Group Inc
COM
$2.7M13.3K
1.5%
−3.7%
Reduced · −510 sh
19Installed BLDG Prods Inc
COM
$2.6M11.3K
1.5%
−35%
Reduced · −6K sh
20Markel Group Inc
COM
$2.6M1.3K
1.4%
−8.0%
Reduced · −115 sh
21Goldman Sachs ETF TR
ACCES TREASURY
$2.6M25.8K
1.4%
−51%
Reduced · −27K sh
22Armstrong World Inds Inc New
COM
$2.4M15.1K
1.4%
+32%
Added · +4K sh
23Corning Inc
COM
$2.4M9.3K
1.3%
−25%
Reduced · −3K sh
24Eli Lilly & Co
COM
$2.3M1.9K
1.3%
−3.8%
Reduced · −75 sh
25Lauder Estee Cos Inc
CL A
$2.3M28.7K
1.3%
−6.6%
Reduced · −2K sh
26Intel Corp
COM
$2.2M16.1K
1.3%
+1.8%
Added · +285 sh
27NVR Inc
COM
$2.2M321
1.2%
−4.5%
Reduced · −15 sh
28Johnson & Johnson
COM
$2.0M7.9K
1.1%
−1.9%
Reduced · −152 sh
29Moelis & Co
CL A
$1.9M29.7K
1.1%
−4.1%
Reduced · −1K sh
30Norfolk Southn Corp
COM
$1.9M5.9K
1.0%
−5.1%
Reduced · −317 sh
31Kinsale Cap Group Inc
COM
$1.8M5.6K
1.0%
+1.8%
Added · +97 sh
32Sunbelt Rentals Holdings Inc
SHS
$1.8M24.2K
1.0%
New
New position
33Amazon Com Inc
COM
$1.7M7.2K
1.0%
+4.9%
Added · +337 sh
34Oreilly Automotive Inc
COM
$1.7M18.6K
1.0%
−8.2%
Reduced · −2K sh
35Analog Devices Inc
COM
$1.6M4.2K
0.9%
−69%
Reduced · −9K sh
36Aon PLC
SHS CL A
$1.6M4.9K
0.9%
−27%
Reduced · −2K sh
37BlackRock Inc
COM
$1.5M1.6K
0.9%
−3.8%
Reduced · −63 sh
38Air Products And Chemicals I
COM
$1.5M5.1K
0.8%
+11%
Added · +490 sh
39Chevron Corporation
COM
$1.4M8.3K
0.8%
−3.0%
Reduced · −255 sh
40Cisco Sys Inc
COM
$1.3M11.2K
0.7%
−10%
Reduced · −1K sh
41Cincinnati Finl Corp
COM
$1.3M7.1K
0.7%
+0.2%
Added · +14 sh
42Loews Corp
COM
$1.3M11.3K
0.7%
+0.4%
Added · +50 sh
43American Tower Corp
COM
$1.3M7.7K
0.7%
−1.8%
Reduced · −141 sh
44Dominion Energy Inc
COM
$1.3M18.4K
0.7%
−11%
Reduced · −2K sh
45Verizon Communications Inc
COM
$1.3M29.6K
0.7%
+23%
Added · +5K sh
46Cummins Inc
COM
$1.2M1.7K
0.7%
−11%
Reduced · −209 sh
47Texas Instrs Inc
COM
$1.2M4.1K
0.7%
−22%
Reduced · −1K sh
48Altria Group Inc
COM
$1.2M16.4K
0.7%
−1.6%
Reduced · −267 sh
49Broadcom Inc
COM
$1.2M3.1K
0.7%
−9.8%
Reduced · −338 sh
50Philip Morris Intl Inc
COM
$1.2M6.5K
0.7%
−11%
Reduced · −795 sh
Showing 50 of 125 positions
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Filing history

As-of date vs the date the SEC received each filing

$179.0M · Q3 2025Q3 2024 · $162.9MQ2 2026 · $178.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 202610d125$178.5M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202610d126$172.0M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d136$178.8M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202514d133$179.0M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202514d126$171.3M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202510d121$159.5M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202515d118$156.8M13F-HR
Q3 2024Sep 30, 2024Oct 7, 20247d115$162.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.