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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.06 Million 0.47% of portfolio
21,396
Q3 2025 Reduced 5.05%
$1.5T
$3.91 Million 0.46% of portfolio
16,068
Q3 2025 Added 16.1%
$0
$3.88 Million 0.45% of portfolio
30,800
Q3 2025 Reduced 8.22%
$0
$3.85 Million 0.45% of portfolio
41,200
Q4 2023 Added 0.64%
$63.2B
$3.64 Million 0.43% of portfolio
38,625
Q3 2025 Reduced 1.02%
$128B
$3.7 Million 0.43% of portfolio
10,411
Q3 2025 Reduced 0.19%
$0
$3.6 Million 0.42% of portfolio
44,676
Q3 2025 Added 5.49%
$0
$3.49 Million 0.41% of portfolio
36,000
Q1 2023 Added 42,252.94%
$0
$3.48 Million 0.41% of portfolio
18,667
Q1 2025 Added 0.01%
$262B
$3.45 Million 0.4% of portfolio
14,414
Q3 2025 Reduced 18.63%
$96.4B
$3.42 Million 0.4% of portfolio
27,634
Q3 2025 Added 0.2%
$0
$3.38 Million 0.4% of portfolio
10,994
Q3 2025 Reduced 3.51%
$403B
$3.46 Million 0.4% of portfolio
14,945
Q3 2025 Added 0.01%
$0
$3.33 Million 0.39% of portfolio
143,150
Q3 2025 Added 0.77%
$0
$3.2 Million 0.37% of portfolio
131,206
Q3 2025 Reduced 5.52%
$38.5B
$3.18 Million 0.37% of portfolio
34,775
Q3 2025 Reduced 38.08%
$1.44B
$3.12 Million 0.36% of portfolio
83,981
Q3 2025 Reduced 1.21%
$42.2B
$3 Million 0.35% of portfolio
23,641
Q3 2025 Reduced 3.27%
$0
$2.93 Million 0.34% of portfolio
48,763
Q3 2025 Reduced 12.04%
$0
$2.94 Million 0.34% of portfolio
34,990
Q3 2025 Added 0.69%
$0
$2.93 Million 0.34% of portfolio
9,904
Q2 2025 Added 0.82%
$157B
$2.83 Million 0.33% of portfolio
11,486
Q3 2025 Reduced 39.79%
$4.23B
$2.79 Million 0.33% of portfolio
17,915
Q3 2025 Added 19.81%
$13.2B
$2.78 Million 0.32% of portfolio
14,228
Q3 2025 Reduced 9.43%
$0
$2.74 Million 0.32% of portfolio
10,303
Q3 2025 Added 24.28%
$38.4B
$2.69 Million 0.31% of portfolio
14,512
Q3 2025 Reduced 11.9%
$0
$2.68 Million 0.31% of portfolio
48,084
Q3 2025 Added 4.37%
$0
$2.61 Million 0.3% of portfolio
3,914
Q3 2025 Added 0.03%
$0
$2.55 Million 0.3% of portfolio
31,851
Q3 2025 Reduced 31.99%
$0
$2.5 Million 0.29% of portfolio
49,256
Q3 2025 Reduced 2.24%
$0
$2.36 Million 0.28% of portfolio
41,401
Q3 2025 Added 3.36%
$0
$2.28 Million 0.27% of portfolio
44,858
Q3 2025 Added 5.78%
$485B
$2.31 Million 0.27% of portfolio
1,928
Q3 2025 Added 164.84%
$149B
$2.23 Million 0.26% of portfolio
8,862
Q3 2025 Added 0.21%
$5.68B
$2.18 Million 0.25% of portfolio
59,104
Q3 2025 Added 0.02%
$0
$2.17 Million 0.25% of portfolio
10,378
Q3 2025 Added 0.01%
$0
$2.15 Million 0.25% of portfolio
35,667
Q3 2025 Reduced 4.53%
$135B
$2.08 Million 0.24% of portfolio
9,864
Q3 2025 Reduced 1.49%
$0
$2.04 Million 0.24% of portfolio
94,002
Q3 2025 Reduced 1.13%
$0
$2.04 Million 0.24% of portfolio
68,811
Q3 2025 Added 0.12%
$382B
$2.06 Million 0.24% of portfolio
11,320
Q3 2025 Added 78.86%
$0
$1.98 Million 0.23% of portfolio
27,000
Q3 2025 Reduced 8.87%
$494B
$1.95 Million 0.23% of portfolio
10,542
Q3 2025 Reduced 19.3%
$0
$2.01 Million 0.23% of portfolio
44,363
Q3 2025 Reduced 1.82%
$7.3B
$1.89 Million 0.22% of portfolio
9,420
Q3 2025 Reduced 23.86%
$411B
$1.88 Million 0.22% of portfolio
11,601
Q3 2025 Reduced 7.61%
$0
$1.92 Million 0.22% of portfolio
55,113
Q3 2025 Added 7.01%
$0
$1.86 Million 0.22% of portfolio
77,583
Q3 2025 Added 2.37%
$27B
$1.92 Million 0.22% of portfolio
16,936
Q2 2024 Reduced 50.0%

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
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