CIK 1082509
SMITH CHAS P & ASSOCIATES PA CPAS
Institutional 13F holdings & portfolio
Holdings
174
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 174
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJJ | ISHARES TR | 35K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 44K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 45K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 14K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 15K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 22K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| SO | SOUTHERN CO | 25K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 24K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 34K | $1M+ | SH |
| EEM | ISHARES TR | 26K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 19K | $1M+ | SH |
| BWIN | THE BALDWIN INSURANCE GRP IN | 57K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| KO | COCA COLA CO | 18K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP | 2K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| CATH | GLOBAL X FDS | 12K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| JBTM | JBT MAREL CORPORATION | 6K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 11K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 17K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 17K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 9K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| SSB | SOUTHSTATE BK CORP | 7K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| USB | US BANCORP DEL | 11K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| T | AT&T INC | 22K | $500K+ | SH |