Investor
Salvus Wealth Management, LLC
CIK 0001809236 · filed 2026-04-10 · SEC filing
13F book
$172M
Positions
126
6 new · 16 sold
Largest name
4.7%
Berkshire Hathaway Inc Del
Est. mark
−$8.45M
Price effect on 120 names still held. Flow $1.57M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 16.8K | $8.05M | 4.7% | −$393.7K | Cut−$403.3K |
| Schwab Charles Corp | — | 71.7K | $6.74M | 3.9% | −$425.1K | Cut−$560.9K |
| AST SpaceMobile, Inc. | ASTS | 76.7K | $6.36M | 3.7% | $785.3K | Cut$108.5K |
| Alphabet Inc | — | 21.2K | $6.08M | 3.5% | −$516.2K | Added$64.4K |
| Goldman Sachs Etf Tr | — | 52.4K | $5.25M | 3.1% | $3.67K | Added$3.78M |
| Apple Inc. | AAPL | 20.6K | $5.22M | 3.0% | −$371.9K | Cut−$416.5K |
| Progressive Corp | — | 24.2K | $4.81M | 2.8% | −$714.7K | Cut−$749.5K |
| Installed Bldg Prods Inc | — | 17.4K | $4.61M | 2.7% | $100.2K | Cut$66.5K |
| Analog Devices Inc | ADI | 13.6K | $4.32M | 2.5% | $638.1K | Cut−$976.9K |
| Somnigroup International Inc. | SGI | 58.5K | $4.32M | 2.5% | −$898.3K | Cut−$985.8K |
| Nvidia Corp | NVDA | 24.4K | $4.26M | 2.5% | −$292.9K | Added−$254K |
| Thor Inds Inc | — | 52.7K | $4.21M | 2.4% | −$1.2M | Cut−$1.29M |
| Booking Holdings Inc. | BKNG | 939 | $3.95M | 2.3% | −$1.08M | Cut−$1.08M |
| American Express Co | AXP | 12K | $3.62M | 2.1% | −$806.8K | Cut−$853K |
| Microsoft Corp | MSFT | 9.38K | $3.47M | 2.0% | −$1.05M | Added−$1.02M |
| Brookfield Corp | — | 74.7K | $3.02M | 1.8% | −$327.5K | Added$251.7K |
| Applied Matls Inc | — | 8.53K | $2.92M | 1.7% | $723.4K | Cut$683.1K |
| Floor & Decor Hldgs Inc | — | 54.8K | $2.78M | 1.6% | −$550.8K | Added−$541.1K |
| Markel Group Inc. | MKL | 1.44K | $2.76M | 1.6% | −$255.6K | Added$423.9K |
| Asbury Automotive Group Inc | ABG | 13.8K | $2.69M | 1.6% | −$509.8K | Added−$502K |
| Arista Networks, Inc. | ANET | 19.9K | $2.44M | 1.4% | −$163.9K | Cut−$175.3K |
| Nvr Inc | NVR | 336 | $2.21M | 1.3% | −$235.5K | Added−$228.9K |
| Lauder Estee Cos Inc | — | 30.7K | $2.2M | 1.3% | −$1.01M | Cut−$1.06M |
| Aon plc | AON | 6.72K | $2.17M | 1.3% | −$202.2K | Cut−$222.3K |
| Johnson & Johnson | JNJ | 8.09K | $1.98M | 1.1% | $300.1K | Added$320.4K |
| Armstrong World Inds Inc New | — | 11.5K | $1.89M | 1.1% | −$302.1K | Cut−$308K |
| Oreilly Automotive Inc | — | 20.3K | $1.87M | 1.1% | $22.3K | Cut$17.8K |
| Kinsale Cap Group Inc | — | 5.46K | $1.87M | 1.1% | — | New |
| Eli Lilly & Co | LLY | 1.97K | $1.81M | 1.1% | −$294.7K | Added−$234K |
| Norfolk Southn Corp | — | 6.22K | $1.79M | 1.0% | −$10.6K | Added−$310 |
| Chevron Corp New | CVX | 8.58K | $1.78M | 1.0% | $463.7K | Added$478.3K |
| Moelis & Co | MC | 30.9K | $1.76M | 1.0% | −$327.4K | Added−$153.1K |
| Corning Inc | — | 12.3K | $1.67M | 1.0% | $595.3K | Cut$23.1K |
| BlackRock, Inc. | BLK | 1.66K | $1.6M | 0.9% | −$180.5K | Cut−$184.8K |
| Amazon Com Inc | AMZN | 6.87K | $1.43M | 0.8% | −$155K | Cut−$735.3K |
| American Tower Corp New | — | 7.89K | $1.36M | 0.8% | −$18.5K | Added$277.2K |
| Air Prods & Chems Inc | — | 4.66K | $1.35M | 0.8% | $202.4K | Cut$164.3K |
| Seagate Technology Hldngs Pl | — | 3.41K | $1.34M | 0.8% | $388.2K | Added$418.8K |
| Franco Nev Corp | — | 5.31K | $1.31M | 0.8% | $211.2K | Cut$137.6K |
| Dominion Energy, Inc | D | 20.6K | $1.27M | 0.7% | $55K | Added$273K |
| Verizon Communications Inc | VZ | 24.1K | $1.21M | 0.7% | $201.1K | Added$346.6K |
| Philip Morris Intl Inc | — | 7.25K | $1.2M | 0.7% | $35.8K | Cut−$2.53K |
| Loews Corp | L | 11.2K | $1.2M | 0.7% | $16K | Cut−$65.6K |
| Cincinnati Finl Corp | — | 7.1K | $1.12M | 0.7% | −$41.4K | Added−$14.5K |
| Altria Group, Inc. | MO | 16.7K | $1.1M | 0.6% | $137.4K | Added$152.2K |
| Starbucks Corp | SBUX | 12.2K | $1.1M | 0.6% | $65.9K | Cut$56.7K |
| Broadcom Inc. | AVGO | 3.46K | $1.07M | 0.6% | −$119.4K | Added−$59.4K |
| Cummins Inc | CMI | 1.91K | $1.03M | 0.6% | $30.6K | Added$461.6K |
| Te Connectivity Plc | TEL | 4.87K | $1.02M | 0.6% | −$82.9K | Added−$1.37K |
| Texas Instrs Inc | — | 5.24K | $1.02M | 0.6% | $108.1K | Cut$83.8K |
| Nu Hldgs Ltd | — | 69.5K | $998.7K | 0.6% | −$164.7K | Held |
| Cisco Sys Inc | — | 12.5K | $970.5K | 0.6% | $7K | Cut−$258.3K |
| Visa Inc. | V | 2.98K | $900.4K | 0.5% | −$140.8K | Added−$118.1K |
| Northrop Grumman Corp | — | 1.31K | $895.8K | 0.5% | $147.1K | Cut$130K |
| Lowes Cos Inc | — | 3.75K | $886.3K | 0.5% | −$18.3K | Cut−$49.9K |
| ServiceNow, Inc. | NOW | 8.06K | $843.1K | 0.5% | −$198.9K | Added$216.5K |
| Oracle Corp | — | 5.71K | $840K | 0.5% | −$263.4K | Added−$234K |
| Mastercard Inc | MA | 1.66K | $830.4K | 0.5% | −$114.6K | Added−$88.1K |
| Oneok Inc /New/ | OKE | 9.12K | $824.4K | 0.5% | $154K | Cut$116.9K |
| Unilever Plc | — | 14.2K | $809.8K | 0.5% | −$119.8K | Cut−$177.5K |
| Shopify Inc. | SHOP | 6.78K | $803.7K | 0.5% | −$231.4K | Added−$75.7K |
| Fastenal Co | FAST | 17.2K | $799.3K | 0.5% | $108K | Cut$86.5K |
| Meta Platforms, Inc. | META | 1.38K | $791.8K | 0.5% | −$90.6K | Added$111.9K |
| Disney Walt Co | — | 8K | $771.1K | 0.4% | −$106.1K | Added$77.1K |
| Paychex Inc | PAYX | 7.92K | $729.1K | 0.4% | −$155.9K | Added−$142.8K |
| Agnico Eagle Mines Ltd | AEM | 3.53K | $716.1K | 0.4% | $118K | Cut−$352.1K |
| Cogent Communications Hldgs | — | 37.9K | $714.6K | 0.4% | −$50K | Added$318.6K |
| Intel Corp | INTC | 15.8K | $698.4K | 0.4% | $107.9K | Added$147.8K |
| Medtronic Plc | MDT | 7.71K | $668.2K | 0.4% | −$72.6K | Cut−$119.2K |
| Unitedhealth Group Inc | UNH | 2.45K | $664.1K | 0.4% | −$146.1K | Cut−$154K |
| Eog Res Inc | — | 4.57K | $660.5K | 0.4% | $170.3K | Added$208.4K |
| Enterprise Prods Partners L | — | 17.1K | $645.8K | 0.4% | $98.6K | Added$98.7K |
| Honeywell Intl Inc | — | 2.61K | $589.5K | 0.3% | $80.7K | Cut$51K |
| Costar Group, Inc. | CSGP | 13.9K | $559K | 0.3% | −$93.3K | Added$325.9K |
| Restaurant Brands Intl Inc | — | 7.54K | $557.5K | 0.3% | — | New |
| Carmax Inc | KMX | 13.4K | $556.5K | 0.3% | $19.1K | Added$304.9K |
| General Dynamics Corp | GD | 1.59K | $547.1K | 0.3% | $9.75K | Added$46.8K |
| Merck & Co., Inc. | MRK | 4.54K | $545.8K | 0.3% | $63.4K | Added$101.5K |
| Zoetis Inc. | ZTS | 4.61K | $544.5K | 0.3% | −$33.8K | Added−$14K |
| Chubb Limited | — | 1.66K | $539.7K | 0.3% | $22.7K | Added$26.3K |
| Procter And Gamble Co | PG | 3.56K | $513.8K | 0.3% | $3.72K | Added$42.9K |
| Travelers Companies, Inc. | TRV | 1.76K | $512.8K | 0.3% | $2.85K | Cut−$166.3K |
| MSCI Inc. | MSCI | 939 | $506.1K | 0.3% | −$31.4K | Added−$12.5K |
| Coca Cola Co | KO | 6.44K | $490.1K | 0.3% | $36.6K | Added$73.8K |
| Spdr S&P 500 Etf Tr | — | 726 | $471.8K | 0.3% | −$14.6K | Added$155.1K |
| M & T Bk Corp | — | 2.21K | $456.6K | 0.3% | $10.7K | Added$43.4K |
| Alphabet Inc | — | 1.57K | $450.3K | 0.3% | −$39.8K | Held |
| CDW Corp | CDW | 3.71K | $448.7K | 0.3% | −$35.2K | Added$133K |
| At&T Inc | — | 15.3K | $444.2K | 0.3% | $57.8K | Added$98.6K |
| Brookfield Asset Managmt Ltd | — | 9.91K | $440.4K | 0.3% | −$78.7K | Cut−$80.1K |
| Hasbro, Inc. | HAS | 4.61K | $431.5K | 0.3% | $49.2K | Added$83.7K |
| Idex Corp | — | 2.22K | $420.8K | 0.2% | $18.5K | Added$137K |
| Duke Energy Corp New | — | 3.2K | $419.2K | 0.2% | $39.7K | Added$80.2K |
| Taiwan Semiconductor Mfg Ltd | — | 1.21K | $410.3K | 0.2% | $39.6K | Added$56.8K |
| Emerson Elec Co | — | 3.12K | $408.7K | 0.2% | −$5.3K | Cut−$27.9K |
| Idexx Labs Inc | — | 718 | $403.4K | 0.2% | −$79.8K | Added−$67.4K |
| Crown Castle Inc. | CCI | 4.79K | $389.1K | 0.2% | −$36.2K | Cut−$47.9K |
| Energy Transfer L P | — | 18.7K | $360.2K | 0.2% | $52.4K | Added$52.6K |
| Intuitive Surgical Inc | ISRG | 747 | $344.4K | 0.2% | −$76.3K | Added−$65.7K |
| Invesco Qqq Tr | — | 589 | $339.7K | 0.2% | −$18.3K | Added$35.9K |
| Airbnb, Inc. | ABNB | 2.65K | $334.8K | 0.2% | −$23.9K | Added−$9.42K |
| Accenture Plc Ireland | — | 1.63K | $323.8K | 0.2% | −$110.3K | Added−$99K |
| L3harris Technologies Inc | — | 926 | $319.6K | 0.2% | $47.8K | Held |
| Micron Technology Inc | MU | 900 | $304.1K | 0.2% | $44.6K | Added$61.5K |
| Spdr Series Trust | — | 3.32K | $303.9K | 0.2% | $702 | Added$57.2K |
| Ishares Tr | — | 700 | $298.5K | 0.2% | −$22.5K | Added$71.8K |
| Synopsys Inc | SNPS | 746 | $295.8K | 0.2% | −$51.2K | Added−$32.6K |
| Sysco Corp | SYY | 4.07K | $290.5K | 0.2% | −$9.61K | Cut−$50.4K |
| Shenandoah Telecommunication | — | 18.7K | $288.5K | 0.2% | $72.2K | Cut$68.1K |
| Artisan Partners Asset Mgmt | — | 7.87K | $286.6K | 0.2% | −$30.8K | Added−$1.77K |
| Hubbell Inc | HUBB | 575 | $282.2K | 0.2% | $26.8K | Cut$10.8K |
| RH | RH | 1.96K | $274K | 0.2% | −$53K | Added$32.7K |
| Lam Research Corp | LRCX | 1.24K | $265.2K | 0.2% | — | New |
| Ishares Tr | — | 1.79K | $243.6K | 0.1% | $25.3K | Held |
| Walmart Inc. | WMT | 1.94K | $241.4K | 0.1% | $25K | Held |
| Caterpillar Inc | CAT | 315 | $223.2K | 0.1% | — | New |
| Kla Corp | KLAC | 140 | $206.1K | 0.1% | — | New |
| Western Digital Corp | WDC | 740 | $200.2K | 0.1% | — | New |
| Jpmorgan Chase & Co. | — | 680 | $200K | 0.1% | −$19.1K | Held |
| Borr Drilling Ltd | BORR | 30.9K | $178.5K | 0.1% | $53.8K | Held |
| Lakeland Inds Inc | — | 13.8K | $113.1K | 0.1% | −$8.97K | Held |
| Loop Inds Inc | — | 78.7K | $112.6K | 0.1% | $8.29K | Added$93.3K |
| Cps Technologies Corp | — | 27.5K | $102.9K | 0.1% | $17.9K | Held |
| Fluent Inc | — | 19.4K | $61.5K | 0.0% | $14.4K | Added$15.8K |
| Rocky Mtn Chocolate Factory | — | 23.6K | $53K | 0.0% | $8.25K | Held |
| Redcloud Hldgs Plc | — | 13K | $9.24K | 0.0% | −$10.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.