SHEETS SMITH WEALTH MANAGEMENT - Portfolio Stock Holdings
SHEETS SMITH WEALTH MANAGEMENT disclosed 424 stock positions in a recent SEC 13F filing. $1,000,073,991 of stock holdings were filed, with the largest holdings including VOO, IVV, and GOOG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,365,130,877 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
424Est. Stock Holding Value:
$1,000,073,991Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - SHEETS SMITH WEALTH MANAGEMENT
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...