Institutions / Sheets Smith Wealth Management
Sheets Smith Wealth Management
CIK 1157436 · Institution · as of Mar 31, 2026
Portfolio value
$888.48M
Positions
393
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$888.48M-2.5%Positions
393+0.0%Top holdings
Mar 31, 2026View all 393 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $44.43M | 5.0% |
| iShares Tr | $37.01M | 4.2% |
| Alphabet Inc. | $27.41M | 3.1% |
| Coca Cola Co | $25.16M | 2.8% |
| Schwab Strategic Tr | $18.57M | 2.1% |
| Amazon.com Inc | $17.46M | 2.0% |
| Invesco Qqq Tr | $15.96M | 1.8% |
| Visa Inc | $14.01M | 1.6% |
| SPDR Series Trust | $13.96M | 1.6% |
| ELI LILLY & Co | $13.26M | 1.5% |
| Apple Inc. | $13.15M | 1.5% |
| NVIDIA Corp | $12.15M | 1.4% |
| Exxon Mobil Corp | $12.09M | 1.4% |
| iShares MSCI UAE ETF | $11.01M | 1.2% |
| TJX Cos Inc/The | $10.95M | 1.2% |
| PGIM ETF Tr | $9.65M | 1.1% |
| Ecolab Inc. | $9.63M | 1.1% |
| SPDR Series Trust | $9.56M | 1.1% |
| Tractor Supply Co /De | $9.15M | 1.0% |
| iShares Tr | $8.15M | 0.9% |
| J P Morgan Exchange Traded F | $7.99M | 0.9% |
| iShares Tr | $7.75M | 0.9% |
| Enterprise Products Partners L.P.EPD | $7.64M | 0.9% |
| Schwab Strategic Tr | $7.60M | 0.9% |
| Pepsico Inc | $7.52M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 464287515 Common stock | $3.02M | +38K | 37,686 0.34% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.57M | -9K -8.58% | 95,568 3.09% of portfolio | low |
| Q1 2026 as of | Trim | Ulta Beauty, Inc. Common stock | $-2.15M | -4K -22.85% | 13,855 0.82% of portfolio | low |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-1.75M | -7K -15.36% | 36,211 1.08% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-1.74M | -6K -11.04% | 46,342 1.58% of portfolio | low |
| Q1 2026 as of | Trim | Copart Inc Common stock | $-1.72M | -52K -20.29% | 203,160 0.76% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-1.67M | -8K -8.73% | 83,856 1.97% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-1.62M | -4K -23.66% | 12,088 0.59% of portfolio | low |
| Q1 2026 as of | New | Coeur Mining, Inc. Common stock | $1.50M | +80K | 79,741 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Tractor Supply Co /De Common stock | $-1.46M | -32K -13.80% | 201,896 1.03% of portfolio | low |