SHEETS SMITH WEALTH MANAGEMENT - Portfolio Stock Holdings
SHEETS SMITH WEALTH MANAGEMENT disclosed 410 stock positions in a recent SEC 13F filing. $883,194,421 of stock holdings were filed, with the largest holdings including VOO, IVV, and GOOG. This filing represented positions held on March 31, 2026, and was filed on April 16, 2026.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:
March 31, 2026No. of Stocks:
410Est. Stock Holding Value:
$883,194,421Top Stock Holdings By Sector
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Portfolio Stock Holdings - SHEETS SMITH WEALTH MANAGEMENT
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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