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 351–393 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NJR | NEW JERSEY RES CORP | 6K | $100K–$500K | SH |
| IXUS | ISHARES TR | 3K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| GRC | GORMAN RUPP CO | 6K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 5K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| PAYO | PAYONEER GLOBAL INC | 49K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 301 | $100K–$500K | SH |
| DE | DEERE & CO | 583 | $100K–$500K | SH |
| BCD | ABRDN ETFS | 9K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 695 | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 845 | $100K–$500K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 10K | $100K–$500K | SH |
| WWW | WOLVERINE WORLD WIDE INC | 13K | $100K–$500K | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 934 | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 9K | $100K–$500K | SH |
| PRVA | PRIVIA HEALTH GROUP INC | 9K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IEX | IDEX CORP | 1K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 4K | $100K–$500K | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| FLTR | VANECK ETF TRUST | 8K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 695 | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 26K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC | 2K | $100K–$500K | SH |
| BDN | BRANDYWINE RLTY TR | 65K | $100K–$500K | SH |
| AUR | AURORA INNOVATION INC | 49K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 11K | $100K–$500K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 10K | $15K–$50K | SH |
| BTBT | BIT DIGITAL INC | 10K | $15K–$50K | SH |
| DFSCW | KWESST MICRO SYSTEMS INC | 35K | <$1K | SH |