StockDriftsStockDriftsTop 50 Smith Shellnut Wilson LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.56% | 30.6K | $22.9M | +0.07%(+21) | $216.08(+260.48%) | 2026-06-30 | |
| ITOT | ISHARES TR | 5.92% | 96.6K | $15.9M | +2.74%(+2.58K) | $87.03(+95.15%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.86% | 21.3K | $15.7M | -0.56%(-120) | $138.16(+430.19%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.11% | 16.0K | $11.0M | -3.40%(-564) | $386.96(+84.17%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 3.74% | 178.5K | $10.0M | -0.55%(-979) | $35.12(+66.16%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 3.51% | 64.2K | $9.4M | -1.14%(-744) | $43.03(+240.43%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.34% | 116.0K | $8.9M | -4.17%(-5.05K) | $46.78(+67.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.28% | 30.3K | $8.8M | +0.17%(+50) | $67.64(+351.48%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.04% | 8.4K | $8.1M | -0.02%(-2) | $55.15(+1712.04%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.3% | 20.3K | $6.1M | +1.40%(+281) | $176.39(+70.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.57% | +54.36% | +9.69% | +58.81% |
| Top 20 Holdings Unweighted | +16.01% | +56.14% | +9.86% | +60.00% |
Smith Shellnut Wilson LLC reports $267.88M in US-listed equity holdings across 161 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.6%), ITOT (5.9%) and QQQ (5.9%). The top 20 holdings account for 60.55% of reported assets. Its disclosed equity book has returned +54.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Smith Shellnut Wilson LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 944317). View Smith Shellnut Wilson LLC’s 13F filings on SEC