Sheets Smith Wealth Management Portfolio Holdings

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025

Sheets Smith Wealth Management has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $832 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 $39.3M, Ishares Core S&P 500 ETF with a value of $35.9M, Coca Cola CO with a value of $23.4M, Amazon Com Inc with a value of $20.5M, and Alphabet Inc. with a value of $20.2M.

Examining the 13F form we can see an increase of $43.1M in the current position value, from $789M to 832M.

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

Portfolio value $832 Million
ETFs: $351 Million
Consumer Cyclical: $95.3 Million
Technology: $82.4 Million
Financial Services: $61.1 Million
Healthcare: $51.3 Million
Industrials: $48.9 Million
Consumer Defensive: $42.7 Million
Communication Services: $30.7 Million
Other: $67.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256B
$1.78 Million 0.21% of portfolio
12,556
Q2 2025 Added 83.09%
$1.04B
$1.67 Million 0.2% of portfolio
633,475
Q1 2025 Reduced 0.08%
$614M
$1.69 Million 0.2% of portfolio
43,165
Q1 2023 Added 172,560.0%
$0
$1.64 Million 0.2% of portfolio
16,529
Q2 2025 Reduced 6.56%
$0
$1.68 Million 0.2% of portfolio
51,504
Q2 2025 Added 1.94%
$0
$1.69 Million 0.2% of portfolio
31,964
Q2 2025 Reduced 0.93%
$0
$1.62 Million 0.19% of portfolio
3,843
Q2 2025 Added 1.05%
$0
$1.62 Million 0.19% of portfolio
35,907
Q2 2025 Reduced 20.13%
$281B
$1.62 Million 0.19% of portfolio
16,602
Q2 2025 Reduced 20.85%
$188B
$1.55 Million 0.19% of portfolio
3,817
Q2 2025 Added 26.81%
$210B
$1.61 Million 0.19% of portfolio
20,316
Q2 2025 Reduced 0.11%
$330B
$1.57 Million 0.19% of portfolio
5,041
Q2 2025 Added 1.96%
$25.8B
$1.49 Million 0.18% of portfolio
16,936
Q2 2024 Reduced 50.0%
$3.9B
$1.47 Million 0.18% of portfolio
82,990
Q2 2025 Reduced 2.35%
$444B
$1.46 Million 0.18% of portfolio
2
Q2 2023 New
$0
$1.53 Million 0.18% of portfolio
30,095
Q2 2025 Added 3.05%
$0
$1.46 Million 0.18% of portfolio
15,811
Q2 2025 Reduced 3.52%
$0
$1.4 Million 0.17% of portfolio
56,929
Q2 2025 Added 7.1%
$0
$1.45 Million 0.17% of portfolio
20,298
Q2 2025 New
$0
$1.39 Million 0.17% of portfolio
29,976
Q2 2025 Added 55.08%
$170B
$1.4 Million 0.17% of portfolio
15,325
Q2 2025 Added 92.31%
$0
$1.45 Million 0.17% of portfolio
22,299
Q2 2025 Reduced 2.79%
$0
$1.31 Million 0.16% of portfolio
27,010
Q2 2025 Added 10.47%
$0
$1.36 Million 0.16% of portfolio
79,178
Q2 2025 Reduced 3.0%
$0
$1.35 Million 0.16% of portfolio
14,847
Q2 2025 Reduced 8.61%
$0
$1.36 Million 0.16% of portfolio
57,610
Q2 2025 Reduced 4.03%
$126B
$1.35 Million 0.16% of portfolio
5,656
Q2 2025 Added 4.35%
$29.6B
$1.33 Million 0.16% of portfolio
25,659
Q2 2025 Reduced 17.9%
$100B
$1.22 Million 0.15% of portfolio
13,272
Q2 2025 Added 0.34%
$0
$1.21 Million 0.15% of portfolio
4,877
Q2 2025 Reduced 4.6%
$0
$1.21 Million 0.15% of portfolio
15,699
Q1 2025 Reduced 39.72%
$0
$1.23 Million 0.15% of portfolio
7,533
Q2 2025 Reduced 1.36%
$11.6B
$1.23 Million 0.15% of portfolio
4,445
Q4 2024 Reduced 1.75%
$7.21B
$1.25 Million 0.15% of portfolio
5,064
Q2 2025 Added 0.88%
$19B
$1.27 Million 0.15% of portfolio
3,118
Q2 2025 Added 1.8%
$10.2B
$1.24 Million 0.15% of portfolio
5,344
Q2 2025 Added 1.73%
$0
$1.15 Million 0.14% of portfolio
13,708
Q1 2025 Reduced 33.49%
$145B
$1.2 Million 0.14% of portfolio
3,037
Q2 2025 Reduced 34.21%
$0
$1.13 Million 0.14% of portfolio
25,770
Q2 2025 Reduced 8.08%
$14.2B
$1.17 Million 0.14% of portfolio
13,578
Q4 2024 Added 0.03%
$58.3B
$1.14 Million 0.14% of portfolio
18,211
Q3 2024 Added 3.9%
$77.2B
$1.08 Million 0.13% of portfolio
5,787
Q2 2025 Reduced 10.21%
$68.3B
$1.1 Million 0.13% of portfolio
33,563
Q3 2024 Reduced 8.5%
$225B
$1.05 Million 0.13% of portfolio
3,604
Q2 2025 Added 0.98%
$644B
$1.11 Million 0.13% of portfolio
2,277
Q3 2024 Reduced 9.25%
$0
$1.08 Million 0.13% of portfolio
10,864
Q2 2025 Reduced 4.37%
$15.3B
$1.05 Million 0.13% of portfolio
3,332
Q2 2025 Added 1.31%
$0
$1.09 Million 0.13% of portfolio
20,923
Q2 2025 Added 7.36%
$273B
$1.05 Million 0.13% of portfolio
15,062
Q2 2025 Reduced 2.69%

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $832 Million
  • Prior Value $789 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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