13F Insight
DOSSIER · 13F-HR · Q3 2025

SMITH SHELLNUT WILSON LLC /ADV

$260M in tracked AUM across 143 positions as of Q3 2025.

SS
CIK 0000944317 · last filed Sep 30, 2025
Total AUM
$260M
as of Q3 2025
Holdings
143
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

SMITH SHELLNUT WILSON LLC /ADV filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$22M35K8.3%02
IVV
ISHARES TR
$21M31K7.9%03
ORCL
ORACLE CORP
$19M67K7.2%04
ITOT
ISHARES TR
$14M97K5.4%05
QQQ
INVESCO QQQ TR
$13M21K5.0%06
AGG
ISHARES TR
$11M108K4.2%07
NOBL
PROSHARES TR
$10M93K3.7%08
AAPL
APPLE INC
$9M35K3.4%09
IJH
ISHARES TR
$8M121K3.0%10
MSFT
MICROSOFT CORP
$7M13K2.5%

Filing history

2025Q3Sep 30
$260M▲ 279.2%
143 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$177M▲ 7.8%
129 positionsLocked2023Q1Mar 31
$165M▲ 1.6%
128 positionsLocked2022Q4Dec 31
$162M▲ 7.7%
131 positionsLocked
Showing 12 of 35