Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SHEETS SMITH WEALTH MANAGEMENT (CIK 1157436) reported $1.00B across 408 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($49.9M, 4.99%), IVV ($42.6M, 4.26%), GOOG ($33.3M, 3.33%), AVTM ($26.4M, 2.64%), KO ($25.8M, 2.58%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$49.9M4.99%72,716Trimmed
2IVVISHARES TR$42.6M4.26%56,870Added
3GOOGALPHABET INC$33.3M3.33%94,155Trimmed
4AVTMAMERICAN CENTY ETF TR$26.4M2.64%484,908New
5KOCOCA COLA CO$25.8M2.58%317,791Trimmed
6SCHXSCHWAB STRATEGIC TR$21.3M2.13%724,506Added
7QQQINVESCO QQQ TR$20.3M2.03%27,593Trimmed
8AMZNAMAZON COM INC$20.0M2.00%83,872Added
9LLYELI LILLY & CO$17.1M1.71%14,264Trimmed
10SPLGSPDR SERIES TRUST$16.0M1.60%181,706Trimmed
11VVISA INC$15.9M1.59%46,343Added
12AAPLAPPLE INC$14.9M1.49%51,597Trimmed
13NVDANVIDIA CORPORATION$13.8M1.38%68,779Trimmed
14TJXTJX COS INC NEW$10.4M1.04%68,592Added
15PULSPGIM ETF TR$10.0M1.00%201,806Added
16ECLECOLAB INC$10.0M1.00%35,882Trimmed
17SPIBSPDR SERIES TRUST$9.8M0.98%292,770Added
18XOMEXXON MOBIL CORP$9.8M0.98%71,351Added
19DGROISHARES TR$9.1M0.91%120,701Added
20JEPQJ P MORGAN EXCHANGE TRADED F$8.9M0.89%144,284Added
21IJHISHARES TR$8.8M0.88%114,005Trimmed
22PSAPUBLIC STORAGE$8.5M0.85%26,610Trimmed
23COHRCOHERENT CORP$8.3M0.83%20,988Trimmed
24SCHBSCHWAB STRATEGIC TR$8.1M0.81%281,393Added
25SUBISHARES TR$8.1M0.81%76,061Trimmed

Source: SEC Form 13F filings · as of 2026-06-30