Holdings
Sheets Smith Wealth Management
As of Sep 30, 2026, Sheets Smith Wealth Management reported 374 positions worth US$940M. Largest: Vanguard S&P 500 ETF, iShares Core S&P 500 ETF and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | 67,682 | US$47.4M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 54,987 | US$42.1M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 101K | US$34.5M | −7,342 | Sep 30, 2026 |
| Coca-cola Company (the) | 318K | US$27.4M | +1 | Sep 30, 2026 |
| Avantis Total Equity Markets ETF | 485K | US$26.5M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap ETF | 739K | US$22.2M | new | Sep 30, 2026 |
| Amazon.com, Inc. | 83,357 | US$20.8M | −515 | Sep 30, 2026 |
| Invesco QQQ Trust | 25,090 | US$18.6M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 ETF | 178K | US$16M | new | Sep 30, 2026 |
| Eli Lilly And Company | 13,727 | US$15.9M | −537 | Sep 30, 2026 |