Universe · entity
SHEETS SMITH WEALTH MANAGEMENT
Institutional manager (13F) · CIK 1157436
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $515M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $44M | 74,348 |
| 2 | ISHARES TR | $37M | 56,651 |
| 3 | ALPHABET INC | $27M | 95,568 |
| 4 | COCA COLA CO | $25M | 330,889 |
| 5 | SCHWAB STRATEGIC TR | $19M | 724,427 |
| 6 | AMAZON COM INC | $17M | 83,856 |
| 7 | INVESCO QQQ TR | $16M | 27,656 |
| 8 | VISA INC | $14M | 46,342 |
| 9 | SPDR SERIES TRUST | $14M | 182,380 |
| 10 | ELI LILLY & CO | $13M | 14,414 |
| 11 | APPLE INC | $13M | 51,817 |
| 12 | NVIDIA CORPORATION | $12M | 69,695 |
| 13 | EXXON MOBIL CORP | $12M | 71,282 |
| 14 | ISHARES TR | $11M | 103,354 |
| 15 | TJX COS INC NEW | $11M | 68,589 |
| 16 | PGIM ETF TR | $10M | 194,980 |
| 17 | ECOLAB INC | $10M | 36,211 |
| 18 | SPDR SERIES TRUST | $10M | 284,956 |
| 19 | TRACTOR SUPPLY CO | $9M | 201,896 |
| 20 | ISHARES TR | $8M | 116,085 |
| 21 | J P MORGAN EXCHANGE TRADED F | $8M | 143,931 |
| 22 | ISHARES TR | $8M | 114,779 |
| 23 | ENTERPRISE PRODS PARTNERS L | $8M | 202,027 |
| 24 | SCHWAB STRATEGIC TR | $8M | 247,599 |
| 25 | PEPSICO INC | $8M | 48,423 |
| 26 | PUBLIC STORAGE OPER CO | $7M | 26,810 |
| 27 | ULTA BEAUTY INC | $7M | 13,855 |
| 28 | SCHWAB STRATEGIC TR | $7M | 280,015 |
| 29 | JPMORGAN CHASE & CO | $7M | 23,489 |
| 30 | COPART INC | $7M | 203,160 |
| 31 | SPDR INDEX SHS FDS | $7M | 145,789 |
| 32 | IQVIA HLDGS INC | $7M | 38,194 |
| 33 | SIMON PPTY GROUP INC NEW | $6M | 33,894 |
| 34 | AMGEN INC | $6M | 17,693 |
| 35 | MASTEC INC | $6M | 18,406 |
| 36 | ISHARES TR | $6M | 41,357 |
| 37 | COHERENT CORP | $6M | 24,508 |
| 38 | WP CAREY INC | $6M | 84,010 |
| 39 | WW GRAINGER INC | $6M | 5,180 |
| 40 | MICROSOFT CORP | $6M | 14,961 |
| 41 | FIRST CTZNS BANCSHARES INC D | $5M | 2,910 |
| 42 | INTUIT | $5M | 12,088 |
| 43 | UBER TECHNOLOGIES INC | $5M | 72,250 |
| 44 | VANGUARD SPECIALIZED FUNDS | $5M | 23,470 |
| 45 | SPDR SERIES TRUST | $5M | 62,577 |
| 46 | ISHARES TR | $5M | 38,640 |
| 47 | CENCORA INC | $5M | 14,439 |
| 48 | ALPHABET INC | $5M | 15,663 |
| 49 | SPDR GOLD TR | $4M | 10,414 |
| 50 | COSTCO WHOLESALE CORPORATION | $4M | 4,441 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.