CIK 1157436
SHEETS SMITH WEALTH MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
393
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 75K | $1M+ | SH |
| IVV | ISHARES TR | 56K | $1M+ | SH |
| GOOG | ALPHABET INC | 105K | $1M+ | SH |
| KO | COCA COLA CO | 331K | $1M+ | SH |
| AMZN | AMAZON COM INC | 92K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 705K | $1M+ | SH |
| V | VISA INC | 52K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 28K | $1M+ | SH |
| LLY | ELI LILLY & CO | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 78K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 179K | $1M+ | SH |
| AAPL | APPLE INC | 51K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 234K | $1M+ | SH |
| TJX | TJX COS INC NEW | 75K | $1M+ | SH |
| ECL | ECOLAB INC | 43K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 18K | $1M+ | SH |
| SUB | ISHARES TR | 101K | $1M+ | SH |
| INTU | INTUIT | 16K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 46K | $1M+ | SH |
| CPRT | COPART INC | 255K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 286K | $1M+ | SH |
| PULS | PGIM ETF TR | 181K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 71K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 137K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| IJH | ISHARES TR | 111K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 277K | $1M+ | SH |
| PEP | PEPSICO INC | 50K | $1M+ | SH |
| DGRO | ISHARES TR | 103K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 27K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 21K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 246K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 202K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 143K | $1M+ | SH |
| ITOT | ISHARES TR | 42K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 3K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 33K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 72K | $1M+ | SH |
| AMGN | AMGEN INC | 18K | $1M+ | SH |
| WPC | WP CAREY INC | 83K | $1M+ | SH |
| GWW | WW GRAINGER INC | 5K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 23K | $1M+ | SH |
| COR | CENCORA INC | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| COHR | COHERENT CORP | 25K | $1M+ | SH |
| IJR | ISHARES TR | 38K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| MTZ | MASTEC INC | 20K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |