Sheets Smith Wealth Management Portfolio Holdings

Sheets Smith Wealth Management

  • $879 Million
  • Q4 2025

Sheets Smith Wealth Management has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $879 Million distributed in 393 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 $46.1M, Ishares Core S&P 500 ETF with a value of $37.8M, Alphabet Inc. with a value of $29.9M, Coca Cola CO with a value of $23.4M, and Amazon Com Inc with a value of $21.6M.

Examining the 13F form we can see an increase of $22.6M in the current position value, from $856M to 879M.

Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $879 Million
ETFs: $384 Million
Technology: $94.3 Million
Consumer Cyclical: $89.5 Million
Healthcare: $60.8 Million
Financial Services: $55.3 Million
Industrials: $43.8 Million
Consumer Defensive: $41.1 Million
Communication Services: $40.2 Million
Other: $66.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.83 Million 0.44% of portfolio
40,250
Q4 2025 Reduced 2.31%
$404B
$3.86 Million 0.44% of portfolio
4,235
Q4 2025 Reduced 5.53%
$15B
$3.8 Million 0.43% of portfolio
19,748
Q4 2025 Reduced 0.61%
$0
$3.81 Million 0.43% of portfolio
88,122
Q4 2025 Reduced 4.81%
$0
$3.73 Million 0.42% of portfolio
29,165
Q4 2025 Reduced 5.31%
$64.7B
$3.69 Million 0.42% of portfolio
38,625
Q3 2025 Reduced 1.02%
$0
$3.7 Million 0.42% of portfolio
154,447
Q4 2025 Added 7.89%
$0
$3.69 Million 0.42% of portfolio
45,428
Q4 2025 Added 1.68%
$96.4B
$3.5 Million 0.4% of portfolio
27,999
Q4 2025 Added 1.32%
$0
$3.49 Million 0.4% of portfolio
18,637
Q4 2025 Reduced 0.16%
$414B
$3.47 Million 0.39% of portfolio
14,822
Q4 2025 Reduced 0.82%
$0
$3.42 Million 0.39% of portfolio
11,019
Q4 2025 Added 0.23%
$0
$3.42 Million 0.39% of portfolio
36,000
Q1 2023 Added 42,252.94%
$5.57B
$3.04 Million 0.35% of portfolio
191,255
Q4 2025 Added 0.05%
$1.44B
$3.1 Million 0.35% of portfolio
78,836
Q4 2025 Reduced 6.13%
$0
$2.99 Million 0.34% of portfolio
35,810
Q4 2025 Added 2.34%
$0
$2.91 Million 0.33% of portfolio
47,565
Q4 2025 Reduced 2.46%
$0
$2.89 Million 0.33% of portfolio
9,879
Q4 2025 Reduced 0.25%
$269B
$2.85 Million 0.32% of portfolio
13,223
Q4 2025 Reduced 8.26%
$0
$2.85 Million 0.32% of portfolio
50,833
Q4 2025 Added 5.72%
$0
$2.83 Million 0.32% of portfolio
116,250
Q4 2025 Reduced 11.4%
$0
$2.7 Million 0.31% of portfolio
53,312
Q4 2025 Added 8.23%
$0
$2.73 Million 0.31% of portfolio
10,253
Q4 2025 Reduced 0.49%
$38.4B
$2.67 Million 0.3% of portfolio
14,435
Q4 2025 Reduced 0.53%
$12.2B
$2.59 Million 0.3% of portfolio
14,229
Q4 2025 Added 0.01%
$388B
$2.54 Million 0.29% of portfolio
10,573
Q4 2025 Reduced 8.86%
$40.4B
$2.54 Million 0.29% of portfolio
22,671
Q4 2025 Reduced 4.1%
$0
$2.46 Million 0.28% of portfolio
3,698
Q4 2025 Reduced 5.52%
$4.14B
$2.34 Million 0.27% of portfolio
17,785
Q4 2025 Reduced 0.73%
$152B
$2.34 Million 0.27% of portfolio
9,688
Q4 2025 Reduced 15.65%
$0
$2.33 Million 0.26% of portfolio
40,994
Q4 2025 Reduced 0.98%
$0
$2.28 Million 0.26% of portfolio
45,062
Q4 2025 Added 0.45%
$5.65B
$2.23 Million 0.25% of portfolio
57,286
Q4 2025 Reduced 3.08%
$0
$2.17 Million 0.25% of portfolio
46,882
Q4 2025 Added 20.14%
$0
$2.15 Million 0.24% of portfolio
99,771
Q4 2025 Added 6.14%
$522B
$2.09 Million 0.24% of portfolio
10,481
Q4 2025 Reduced 0.58%
$0
$2.07 Million 0.24% of portfolio
20,838
Q4 2025 Added 26.0%
$0
$2.15 Million 0.24% of portfolio
35,268
Q4 2025 Reduced 1.12%
$0
$2.14 Million 0.24% of portfolio
10,378
Q3 2025 Added 0.01%
$0
$2.05 Million 0.23% of portfolio
44,854
Q4 2025 Added 1.11%
$140B
$1.99 Million 0.23% of portfolio
8,860
Q4 2025 Reduced 0.02%
$0
$2.06 Million 0.23% of portfolio
25,923
Q4 2025 Reduced 18.61%
$0
$2.02 Million 0.23% of portfolio
69,305
Q4 2025 Added 0.72%
$342B
$1.99 Million 0.23% of portfolio
11,451
Q4 2025 Added 1.16%
$0
$2.04 Million 0.23% of portfolio
55,784
Q4 2025 Added 1.22%
$222B
$1.89 Million 0.22% of portfolio
3,339
Q4 2025 Reduced 7.4%
$0
$1.96 Million 0.22% of portfolio
40,305
Q4 2025 Added 43.9%
$235B
$1.97 Million 0.22% of portfolio
21,177
Q4 2025 Added 2.2%
$0
$1.91 Million 0.22% of portfolio
81,005
Q4 2025 Added 4.41%

Summary

  • Portfolio
  • No. of Stocks 393
  • Current Value $879 Million
  • Prior Value $856 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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