Filed: 1/12/2026ACC: 0001809236-26-000001
📋 What this filing means
SALVUS WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $178.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$178.85M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$123.68M69.2%
CL A$10.95M6.1%
CL B NEW$8.45M4.7%
COM CL A$7.89M4.4%
CAP STK CL C$6.01M3.4%
CL A LTD VT SH$2.77M1.6%
COM SHS$2.61M1.5%
Portfolio Concentration
Top 3$21.99M12.3%
4–10$38.35M21.4%
11–25$46.96M26.3%
Rest$71.54M40.0%
Top 3 weight
12.3%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
58.95K
shares
% of voting shares3.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.45M
shares
% of voting shares96.1%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeNone · 96.1% of voting shares
Institutional Holdings136
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.81K
TypeSH
Market value$8.45M
4.72%
Sole
334.00
Shared
0.00
None
16.48K
SCHWAB CHARLES CORP
SOLEShares73.04K
TypeSH
Market value$7.30M
4.08%
Sole
2.10K
Shared
0.00
None
70.94K
AST SPACEMOBILE INC
SOLEShares86.01K
TypeSH
Market value$6.25M
3.49%
Sole
6.95K
Shared
0.00
None
79.05K
ALPHABET INC
SOLEShares19.16K
TypeSH
Market value$6.01M
3.36%
Sole
1.14K
Shared
0.00
None
18.02K
APPLE INC
SOLEShares20.75K
TypeSH
Market value$5.64M
3.15%
Sole
558.00
Shared
0.00
None
20.19K
PROGRESSIVE CORP
SOLEShares24.39K
TypeSH
Market value$5.56M
3.11%
Sole
715.00
Shared
0.00
None
23.68K
THOR INDS INC
SOLEShares53.58K
TypeSH
Market value$5.50M
3.08%
Sole
1.05K
Shared
0.00
None
52.53K
SOMNIGROUP INTERNATIONAL INC
SOLEShares59.47K
TypeSH
Market value$5.31M
2.97%
Sole
1.16K
Shared
0.00
None
58.30K
ANALOG DEVICES INC
SOLEShares19.55K
TypeSH
Market value$5.30M
2.96%
Sole
400.00
Shared
0.00
None
19.15K
BOOKING HOLDINGS INC
SOLEShares940.00
TypeSH
Market value$5.03M
2.81%
Sole
19.00
Shared
0.00
None
921.00
INSTALLED BLDG PRODS INC
SOLEShares17.53K
TypeSH
Market value$4.55M
2.54%
Sole
345.00
Shared
0.00
None
17.18K
NVIDIA CORPORATION
SOLEShares24.20K
TypeSH
Market value$4.51M
2.52%
Sole
10.03K
Shared
0.00
None
14.18K
MICROSOFT CORP
SOLEShares9.30K
TypeSH
Market value$4.50M
2.51%
Sole
418.00
Shared
0.00
None
8.88K
AMERICAN EXPRESS CO
SOLEShares12.08K
TypeSH
Market value$4.47M
2.50%
Sole
228.00
Shared
0.00
None
11.86K
FLOOR & DECOR HLDGS INC
SOLEShares54.58K
TypeSH
Market value$3.32M
1.86%
Sole
1.06K
Shared
0.00
None
53.52K
LAUDER ESTEE COS INC
SOLEShares31.18K
TypeSH
Market value$3.26M
1.83%
Sole
0.00
Shared
0.00
None
31.18K
ASBURY AUTOMOTIVE GROUP INC
SOLEShares13.73K
TypeSH
Market value$3.19M
1.79%
Sole
279.00
Shared
0.00
None
13.45K
BROOKFIELD CORP
SOLEShares60.42K
TypeSH
Market value$2.77M
1.55%
Sole
4.84K
Shared
0.00
None
55.59K
ARISTA NETWORKS INC
SOLEShares19.95K
TypeSH
Market value$2.61M
1.46%
Sole
361.00
Shared
0.00
None
19.59K
NVR INC
SOLEShares335.00
TypeSH
Market value$2.44M
1.37%
Sole
14.00
Shared
0.00
None
321.00
AON PLC
SOLEShares6.77K
TypeSH
Market value$2.39M
1.34%
Sole
532.00
Shared
0.00
None
6.24K
MARKEL GROUP INC
SOLEShares1.08K
TypeSH
Market value$2.33M
1.30%
Sole
87.00
Shared
0.00
None
998.00
APPLIED MATLS INC
SOLEShares8.69K
TypeSH
Market value$2.23M
1.25%
Sole
695.00
Shared
0.00
None
7.99K
ARMSTRONG WORLD INDS INC NEW
SOLEShares11.52K
TypeSH
Market value$2.20M
1.23%
Sole
220.00
Shared
0.00
None
11.30K
AMAZON COM INC
SOLEShares9.39K
TypeSH
Market value$2.17M
1.21%
Sole
560.00
Shared
0.00
None
8.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.81K | SH | $8.45M 4.72% | 334.00 | 0.00 | 16.48K |
SCHWAB CHARLES CORPSOLE | COM | 73.04K | SH | $7.30M 4.08% | 2.10K | 0.00 | 70.94K |
AST SPACEMOBILE INCSOLE | COM CL A | 86.01K | SH | $6.25M 3.49% | 6.95K | 0.00 | 79.05K |
ALPHABET INCSOLE | CAP STK CL C | 19.16K | SH | $6.01M 3.36% | 1.14K | 0.00 | 18.02K |
APPLE INCSOLE | COM | 20.75K | SH | $5.64M 3.15% | 558.00 | 0.00 | 20.19K |
PROGRESSIVE CORPSOLE | COM | 24.39K | SH | $5.56M 3.11% | 715.00 | 0.00 | 23.68K |
THOR INDS INCSOLE | COM | 53.58K | SH | $5.50M 3.08% | 1.05K | 0.00 | 52.53K |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 59.47K | SH | $5.31M 2.97% | 1.16K | 0.00 | 58.30K |
ANALOG DEVICES INCSOLE | COM | 19.55K | SH | $5.30M 2.96% | 400.00 | 0.00 | 19.15K |
BOOKING HOLDINGS INCSOLE | COM | 940.00 | SH | $5.03M 2.81% | 19.00 | 0.00 | 921.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 17.53K | SH | $4.55M 2.54% | 345.00 | 0.00 | 17.18K |
NVIDIA CORPORATIONSOLE | COM | 24.20K | SH | $4.51M 2.52% | 10.03K | 0.00 | 14.18K |
MICROSOFT CORPSOLE | COM | 9.30K | SH | $4.50M 2.51% | 418.00 | 0.00 | 8.88K |
AMERICAN EXPRESS COSOLE | COM | 12.08K | SH | $4.47M 2.50% | 228.00 | 0.00 | 11.86K |
FLOOR & DECOR HLDGS INCSOLE | CL A | 54.58K | SH | $3.32M 1.86% | 1.06K | 0.00 | 53.52K |
LAUDER ESTEE COS INCSOLE | CL A | 31.18K | SH | $3.26M 1.83% | 0.00 | 0.00 | 31.18K |
ASBURY AUTOMOTIVE GROUP INCSOLE | COM | 13.73K | SH | $3.19M 1.79% | 279.00 | 0.00 | 13.45K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 60.42K | SH | $2.77M 1.55% | 4.84K | 0.00 | 55.59K |
ARISTA NETWORKS INCSOLE | COM SHS | 19.95K | SH | $2.61M 1.46% | 361.00 | 0.00 | 19.59K |
NVR INCSOLE | COM | 335.00 | SH | $2.44M 1.37% | 14.00 | 0.00 | 321.00 |
AON PLCSOLE | SHS CL A | 6.77K | SH | $2.39M 1.34% | 532.00 | 0.00 | 6.24K |
MARKEL GROUP INCSOLE | COM | 1.08K | SH | $2.33M 1.30% | 87.00 | 0.00 | 998.00 |
APPLIED MATLS INCSOLE | COM | 8.69K | SH | $2.23M 1.25% | 695.00 | 0.00 | 7.99K |
ARMSTRONG WORLD INDS INC NEWSOLE | COM | 11.52K | SH | $2.20M 1.23% | 220.00 | 0.00 | 11.30K |
AMAZON COM INCSOLE | COM | 9.39K | SH | $2.17M 1.21% | 560.00 | 0.00 | 8.83K |
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