What does SHEETS SMITH WEALTH MANAGEMENT hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SHEETS SMITH WEALTH MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$44M74K5.0%

ISHARES TR

$37M57K4.2%

ALPHABET INC

$27M96K3.1%

COCA COLA CO

$25M331K2.8%

SCHWAB STRATEGIC TR

$19M724K2.1%

AMAZON COM INC

$17M84K2.0%

INVESCO QQQ TR

$16M28K1.8%

VISA INC

$14M46K1.6%

SPDR SERIES TRUST

$14M182K1.6%

ELI LILLY & CO

$13M14K1.5%

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