SHEETS SMITH WEALTH MANAGEMENT 13F Holdings
CIK 0001157436 · WINSTON-SALEM, NC
As of Sep 30, 2025, SHEETS SMITH WEALTH MANAGEMENT reported 397 positions worth $792.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 71,118 | $43.6M | 5.50% |
| ISHARES CORE S&P 500 ETF | IVV | — | 56,409 | $37.8M | 4.77% |
| ALPHABET INC | GOOG | Equity | 105,304 | $25.6M | 3.24% |
| COCA COLA CO | KO | Consumer Defensive | 330,495 | $21.9M | 2.77% |
| AMAZON.COM INC | AMZN | Equity | 91,219 | $20.0M | 2.53% |
| VISA INC-CLASS A SHARES | V | Financial Services | 53,093 |