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%
$911.30M$899.89M$888.48MQ4 '25Q1 '26

Positions

393+0.0%
393393393Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 393 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds$44.43M74,3485.0%
iShares Tr$37.01M56,6514.2%
Alphabet Inc.$27.41M95,5683.1%
Coca Cola Co$25.16M330,8892.8%
Schwab Strategic Tr$18.57M724,4272.1%
Amazon.com Inc$17.46M83,8562.0%
Invesco Qqq Tr$15.96M27,6561.8%
Visa Inc$14.01M46,3421.6%
SPDR Series Trust$13.96M182,3801.6%
ELI LILLY & Co$13.26M14,4141.5%
Apple Inc.$13.15M51,8171.5%
NVIDIA Corp$12.15M69,6951.4%
Exxon Mobil Corp$12.09M71,2821.4%
iShares MSCI UAE ETF$11.01M103,3541.2%
TJX Cos Inc/The$10.95M68,5891.2%
PGIM ETF Tr$9.65M194,9801.1%
Ecolab Inc.$9.63M36,2111.1%
SPDR Series Trust$9.56M284,9561.1%
Tractor Supply Co /De$9.15M201,8961.0%
iShares Tr$8.15M116,0850.9%
J P Morgan Exchange Traded F$7.99M143,9310.9%
iShares Tr$7.75M114,7790.9%
Enterprise Products Partners L.P.EPDMLP$7.64M202,0270.9%
Schwab Strategic Tr$7.60M247,5990.9%
Pepsico Inc$7.52M48,4230.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
New464287515
Common stock
$3.02M+38K
37,686
0.34% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-2.57M-9K
-8.58%
95,568
3.09% of portfolio
low
Q1 2026
as of
TrimUlta Beauty, Inc.
Common stock
$-2.15M-4K
-22.85%
13,855
0.82% of portfolio
low
Q1 2026
as of
TrimEcolab Inc.
Common stock
$-1.75M-7K
-15.36%
36,211
1.08% of portfolio
low
Q1 2026
as of
TrimVisa Inc
Common stock
$-1.74M-6K
-11.04%
46,342
1.58% of portfolio
low
Q1 2026
as of
TrimCopart Inc
Common stock
$-1.72M-52K
-20.29%
203,160
0.76% of portfolio
low
Q1 2026
as of
TrimAmazon.com Inc
Common stock
$-1.67M-8K
-8.73%
83,856
1.97% of portfolio
low
Q1 2026
as of
TrimIntuit Inc.
Common stock
$-1.62M-4K
-23.66%
12,088
0.59% of portfolio
low
Q1 2026
as of
NewCoeur Mining, Inc.
Common stock
$1.50M+80K
79,741
0.17% of portfolio
low
Q1 2026
as of
TrimTractor Supply Co /De
Common stock
$-1.46M-32K
-13.80%
201,896
1.03% of portfolio
low