Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SHEETS SMITH WEALTH MANAGEMENT (CIK 1157436) reported $888.5M across 390 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($44.4M, 5.00%), IVV ($37.0M, 4.17%), GOOG ($27.4M, 3.09%), KO ($25.2M, 2.83%), SCHX ($18.6M, 2.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $44.4M | 5.00% | 74,348 | Trimmed |
| 2 | IVV | ISHARES TR | $37.0M | 4.17% | 56,651 | Added |
| 3 | GOOG | ALPHABET INC | $27.4M | 3.09% | 95,568 | Trimmed |
| 4 | KO | COCA COLA CO | $25.2M | 2.83% | 330,889 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $18.6M | 2.09% | 724,427 | Added |
| 6 | AMZN | AMAZON COM INC | $17.5M | 1.97% | 83,856 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $16.0M | 1.80% | 27,656 | Trimmed |
| 8 | V | VISA INC | $14.0M | 1.58% | 46,342 | Trimmed |
| 9 | SPLG | SPDR SERIES TRUST | $14.0M | 1.57% | 182,380 | Added |
| 10 | LLY | ELI LILLY & CO | $13.3M | 1.49% | 14,414 | Trimmed |
| 11 | AAPL | APPLE INC | $13.2M | 1.48% | 51,817 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $12.2M | 1.37% | 69,695 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $12.1M | 1.36% | 71,282 | Added |
| 14 | SUB | ISHARES TR | $11.0M | 1.24% | 103,354 | Added |
| 15 | TJX | TJX COS INC NEW | $11.0M | 1.23% | 68,589 | Trimmed |
| 16 | PULS | PGIM ETF TR | $9.7M | 1.09% | 194,980 | Added |
| 17 | SPIB | SPDR SERIES TRUST | $9.6M | 1.08% | 284,956 | Trimmed |
| 18 | ECL | ECOLAB INC | $9.6M | 1.08% | 36,211 | Trimmed |
| 19 | TSCO | TRACTOR SUPPLY CO | $9.1M | 1.03% | 201,896 | Trimmed |
| 20 | DGRO | ISHARES TR | $8.1M | 0.92% | 116,085 | Added |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.0M | 0.90% | 143,931 | Added |
| 22 | IJH | ISHARES TR | $7.8M | 0.87% | 114,779 | Added |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | $7.6M | 0.86% | 202,027 | Hold |
| 24 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 0.85% | 247,599 | Added |
| 25 | PEP | PEPSICO INC | $7.5M | 0.85% | 48,423 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31