Sheets Smith Wealth Management
All holdings · as of Mar 31, 2026
| 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% |
| Public Storage | $7.26M | 0.8% |
| Ulta Beauty, Inc. | $7.24M | 0.8% |
| SCHWAB STRATEGIC TR | $7.03M | 0.8% |
| JPMORGAN CHASE & CO | $6.91M | 0.8% |
| Copart Inc | $6.74M | 0.8% |
| SPDR INDEX SHS FDS | $6.66M | 0.7% |
| IQVIA HOLDINGS INC. | $6.51M | 0.7% |
| Simon Property Group Inc | $6.32M | 0.7% |
| AMGEN INC | $6.23M | 0.7% |
| MASTEC INC | $5.92M | 0.7% |
| iShares MSCI UAE ETF | $5.89M | 0.7% |
| COHERENT CORP | $5.84M | 0.7% |
| WP Carey Inc | $5.71M | 0.6% |
| W.W. GRAINGER, INC. | $5.65M | 0.6% |
| MICROSOFT CORP | $5.54M | 0.6% |
| FIRST CITIZENS BANCSHARES INC /DE | $5.48M | 0.6% |
| INTUIT INC. | $5.23M | 0.6% |
| Uber Technologies, Inc | $5.20M | 0.6% |
| VANGUARD SPECIALIZED FUNDS | $5.05M | 0.6% |
| SPDR SERIES TRUST | $4.95M | 0.6% |
| ISHARES TR | $4.80M | 0.5% |
| Cencora Inc | $4.54M | 0.5% |
| Alphabet Inc. | $4.50M | 0.5% |
| SPDR GOLD TR | $4.48M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $4.42M | 0.5% |