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 151–200 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBRX | IMMUNITYBIO INC | 632K | $1M+ | SH |
| CSX | CSX CORP | 34K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 13K | $1M+ | SH |
| DY | DYCOM INDS INC | 4K | $1M+ | SH |
| GGG | GRACO INC | 14K | $1M+ | SH |
| AGG | ISHARES TR | 12K | $1M+ | SH |
| HYGH | ISHARES U S ETF TR | 14K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 23K | $1M+ | SH |
| SO | SOUTHERN CO | 13K | $1M+ | SH |
| CEFS | EXCHANGE LISTED FDS TR | 49K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 2K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 6K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 5K | $1M+ | SH |
| C | CITIGROUP INC | 9K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 11K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| ACWI | ISHARES TR | 7K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 6K | $1M+ | SH |
| ENSG | ENSIGN GROUP INC | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 13K | $1M+ | SH |
| BCS | BARCLAYS PLC | 40K | $1M+ | SH |
| UNP | UNION PAC CORP | 4K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 1K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $500K+ | SH |
| DVY | ISHARES TR | 7K | $500K+ | SH |
| PFRL | PGIM ETF TR | 20K | $500K+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 39K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 20K | $500K+ | SH |
| ARMN | ARIS MNG CORP | 58K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| CALF | PACER FDS TR | 21K | $500K+ | SH |
| RSPR | INVESCO EXCHANGE TRADED FD T | 27K | $500K+ | SH |
| ANGL | VANECK ETF TRUST | 31K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 18K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 7K | $500K+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 3K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 10K | $500K+ | SH |
| PAAA | PGIM ETF TR | 17K | $500K+ | SH |
| RDZN | ROADZEN INC | 360K | $500K+ | SH |
| SNEX | STONEX GROUP INC | 9K | $500K+ | SH |
| SAIA | SAIA INC | 3K | $500K+ | SH |
| SFST | SOUTHERN FIRST BANCSHARES | 16K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 11K | $500K+ | SH |