13F Insight
DOSSIER · 13F-HR · Q2 2026

SMITH SHELLNUT WILSON LLC /ADV

$268M in tracked AUM across 161 positions as of Q2 2026.

SS
CIK 0000944317 · last filed Jun 30, 2026
Total AUM
$268M
as of Q2 2026
Holdings
161
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SMITH SHELLNUT WILSON LLC /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$23M31K8.6%02
ITOT
ISHARES TR
$16M97K5.9%03
QQQ
INVESCO QQQ TR
$16M21K5.9%04
VOO
VANGUARD INDEX FDS
$11M16K4.1%05
NOBL
PROSHARES TR
$10M178K3.7%06
ORCL
ORACLE CORP
$9M64K3.5%07
IJH
ISHARES TR
$9M116K3.3%08
AAPL
APPLE INC
$9M30K3.3%09
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$8M8K3.0%10
QQQM
INVESCO EXCH TRADED FD TR II
$6M20K2.3%

Filing history

2026Q2Jun 30
$268M▲ 16.9%
161 positionsView →2026Q1Mar 31
$229M▼ 12.1%
145 positionsView →2025Q4Dec 31
$261M▲ 0.2%
142 positionsView →2025Q3Sep 30
$260M▲ 279.2%
143 positionsLocked2025Q2Jun 30
$69M▲ 13.9%
57 positionsLocked2025Q1Mar 31
$60M▼ 73.3%
53 positionsLocked2024Q4Dec 31
$226M▲ 2.1%
146 positionsLocked2024Q3Sep 30
$221M▲ 7.4%
146 positionsLocked2024Q2Jun 30
$206M▲ 9.2%
139 positionsLocked2024Q1Mar 31
$189M▲ 8.2%
131 positionsLocked2023Q4Dec 31
$174M▲ 6.7%
126 positionsLocked2023Q3Sep 30
$163M▼ 7.8%
125 positionsLocked
Showing 12 of 38