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
$0
$446,000 0.05% of portfolio
9,490
Q2 2025 Reduced 17.41%
$0
$320,000 0.04% of portfolio
1,351
Q2 2025 Reduced 0.15%
$267B
$296,000 0.04% of portfolio
2,450
Q2 2024 Reduced 6.67%
$118B
$304,000 0.04% of portfolio
3,389
Q2 2025 Reduced 11.1%
$39.2B
$292,000 0.04% of portfolio
400
Q4 2023 New
$90.8B
$356,000 0.04% of portfolio
1,613
Q2 2025 Added 4.47%
$1.49B
$325,000 0.04% of portfolio
8,223
Q2 2025 New
$142B
$294,000 0.04% of portfolio
579
Q2 2025 Reduced 4.61%
$0
$328,000 0.04% of portfolio
3,474
Q2 2025 Added 0.17%
$77.4B
$350,000 0.04% of portfolio
4,711
Q2 2025 Reduced 8.7%
$149M
$351,000 0.04% of portfolio
22,813
Q2 2025 New
$22.8B
$298,000 0.04% of portfolio
3,600
Q4 2023 New
$4.62B
$325,000 0.04% of portfolio
2,817
Q2 2025 Added 1.81%
$0
$298,000 0.04% of portfolio
4,727
Q2 2025 Added 0.94%
$788B
$314,000 0.04% of portfolio
1,437
Q2 2025 Reduced 5.58%
$0
$364,000 0.04% of portfolio
4,724
Q2 2025 Reduced 4.78%
$257B
$373,000 0.04% of portfolio
2,050
Q2 2025 Added 6.11%
$144B
$323,000 0.04% of portfolio
1,765
Q2 2025 Reduced 0.23%
$3.16B
$348,000 0.04% of portfolio
19,139
Q2 2025 New
$0
$294,000 0.04% of portfolio
3,587
Q2 2025 Added 0.08%
$73M
$362,000 0.04% of portfolio
48,948
Q2 2025 Added 4.14%
$0
$305,000 0.04% of portfolio
36,010
Q1 2025 Added 20.01%
$0
$295,000 0.04% of portfolio
26,881
Q2 2025 Added 0.39%
$0
$370,000 0.04% of portfolio
2,750
Q2 2025 Reduced 0.22%
$0
$341,000 0.04% of portfolio
6,400
Q2 2025 Reduced 13.51%
$51.6B
$317,000 0.04% of portfolio
4,343
Q2 2024 Added 0.02%
$0
$239,000 0.03% of portfolio
4,000
Q2 2025 Reduced 0.6%
$80.9B
$224,000 0.03% of portfolio
908
Q1 2024 Added 7.71%
$0
$262,000 0.03% of portfolio
2,952
Q2 2025 Reduced 0.3%
$65.2B
$228,000 0.03% of portfolio
4,350
Q2 2025 New
$0
$239,000 0.03% of portfolio
9,572
Q2 2025 New
$98.2B
$241,000 0.03% of portfolio
5,210
Q2 2025 Added 0.02%
$0
$217,000 0.03% of portfolio
4,552
Q2 2025 Reduced 0.68%
$50B
$286,000 0.03% of portfolio
5,076
Q2 2025 Reduced 12.24%
$9.03B
$241,000 0.03% of portfolio
1,227
Q3 2024 New
$86.5B
$227,000 0.03% of portfolio
833
Q2 2025 New
$2.4B
$235,000 0.03% of portfolio
13,032
Q2 2025 Added 5.06%
$6.81B
$286,000 0.03% of portfolio
1,975
Q4 2024 New
$266B
$255,000 0.03% of portfolio
361
Q2 2025 New
$61.5B
$247,000 0.03% of portfolio
2,450
Q2 2025 Added 0.82%
$10.9B
$283,000 0.03% of portfolio
1,529
Q2 2025 Added 2.21%
$0
$242,000 0.03% of portfolio
3,038
Q2 2025 Reduced 6.95%
$0
$250,000 0.03% of portfolio
10,330
Q2 2025 New
$779M
$233,000 0.03% of portfolio
54,391
Q2 2025 Added 7.43%
$0
$285,000 0.03% of portfolio
9,717
Q1 2023 Added 42,147.83%
$69.4B
$266,000 0.03% of portfolio
1,712
Q2 2025 Added 6.47%
$2.2B
$276,000 0.03% of portfolio
3,490
Q2 2025 New
$0
$212,000 0.03% of portfolio
1,666
Q2 2025 New
$0
$256,000 0.03% of portfolio
8,376
Q2 2024 Reduced 39.26%

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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email