Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $879 Million
- Q4 2025
Sheets Smith Wealth Management has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $879 Million distributed in 393 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 $46.1M, Ishares Core S&P 500 ETF with a value of $37.8M, Alphabet Inc. with a value of $29.9M, Coca Cola CO with a value of $23.4M, and Amazon Com Inc with a value of $21.6M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $856M to 879M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$879 Million
ETFs: $384 Million
Technology: $94.3 Million
Consumer Cyclical: $89.5 Million
Healthcare: $60.8 Million
Financial Services: $55.3 Million
Industrials: $43.8 Million
Consumer Defensive: $41.1 Million
Communication Services: $40.2 Million
Other: $66.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 393
- Current Value $879 Million
- Prior Value $856 Million
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 23 stocks
- Additional Purchases 174 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks