StockDriftsStockDriftsTop 50 Sheets Smith Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.95% | 67.7K | $47.4M | -6.92%(-5.03K) | $479.11(+47.07%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.4% | 55.0K | $42.1M | -3.31%(-1.88K) | $247.43(+211.21%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.13% | 87.8K | $29.9M | -6.71%(-6.31K) | $86.17(+294.77%) | 2026-09-30 | |
| KO | COCA COLA CO | 2.86% | 317.8K | $27.4M | +0.00%(+1) | $49.06(+90.44%) | 2026-09-30 | |
| AVTM | AMERICAN CENTY ETF TR | 2.77% | 484.9K | $26.5M | +0.00%(+0) | $50.05(+9.02%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.32% | 739.1K | $22.2M | +2.01%(+14.55K) | $16.27(+85.27%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.17% | 83.4K | $20.8M | -0.61%(-515) | $109.45(+139.80%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.94% | 25.1K | $18.6M | -9.07%(-2.50K) | $273.17(+162.97%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 1.67% | 178.3K | $16.0M | -1.89%(-3.44K) | $46.28(+94.96%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 1.66% | 13.7K | $15.9M | -3.76%(-537) | $748.63(+65.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.44% | +6.65% | +38.01% |
| Top 20 Holdings Unweighted | +13.33% | +45.57% | +5.57% | +31.14% |
Sheets Smith Wealth Management reports $957.73M in US-listed equity holdings across 386 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.0%), IVV (4.4%) and GOOG (3.1%). The top 20 holdings account for 39.67% of reported assets. Its disclosed equity book has returned +52.44% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Sheets Smith Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sheets Smith Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1157436). View Sheets Smith Wealth Management’s 13F filings on SEC