Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
Sheets Smith Wealth Management has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $856 Million distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $43.6M, Ishares Core S&P 500 ETF with a value of $37.8M, Alphabet Inc. with a value of $25.6M, Coca Cola CO with a value of $21.9M, and Amazon Com Inc with a value of $20M.
Examining the 13F form we can see an increase of $23.5M in the current position value, from $832M to 856M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$856 Million
ETFs: $372 Million
Consumer Cyclical: $96 Million
Technology: $81.6 Million
Financial Services: $58 Million
Healthcare: $53.8 Million
Industrials: $45.6 Million
Consumer Defensive: $40.8 Million
Communication Services: $37.8 Million
Other: $67.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 397
- Current Value $856 Million
- Prior Value $832 Million
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 35 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks