SHEETS SMITH WEALTH MANAGEMENT: 13F holdings
CIK 11574362026Q2
| Positions | 408 |
|---|
| Reported value | $999.5m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 408 (+15 vs prior quarter) |
|---|
| Reported value | $999.5m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 72,716 | $49.9m | 5.0% |
| IVV ISHARES TR | 56,870 | $42.6m | 4.3% |
| GOOG ALPHABET INC | 94,155 | $33.3m | 3.3% |
| AMERICAN CENTY ETF TR | 484,908 | $26.4m | 2.6% |
| KO COCA COLA CO | 317,791 | $25.8m | 2.6% |
| SCHX SCHWAB STRATEGIC TR | 724,506 | $21.3m | 2.1% |
| QQQ INVESCO QQQ TR | 27,593 | $20.3m | 2.0% |
| AMZN AMAZON COM INC | 83,872 | $20.0m | 2.0% |
| LLY ELI LILLY & CO | 14,264 | $17.1m | 1.7% |
| SPYM SPDR SERIES TRUST | 181,706 | $16.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1157436")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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