Quick Takeaways
- SMITH SHELLNUT WILSON LLC /ADV reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2025.
- Latest reported holdings value: $260,309,835.
13F Filings History of SMITH SHELLNUT WILSON LLC /ADV
- Latest 13F report
- Q3 2025 - 27 Oct 2025
- Value $
- $260,309,835
- Signature - Title
- Frank Smith - Vice President
- Location
- Ridgeland, MS
- Summary
- This page shows a list of all the recent 13F filings made by SMITH SHELLNUT WILSON LLC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SMITH SHELLNUT WILSON LLC /ADV reported 143 stock holdings with total value $260,309,835 as of Q3 2025. Top holdings included VOO, IVV, ORCL, ITOT, and QQQ.
Follow Filing Activity
Follow SMITH SHELLNUT WILSON LLC /ADV and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 27 Oct 2025, 12:58.
- Reported value moved from $230,586,656 to $260,309,835.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 143 | $260,309,835 | +$20,598,332 | -$9,421,851 | +$11,176,481 | VOO, IVV, ORCL, ITOT, QQQ | 13F-HR | 27 Oct 2025, 12:58 |
| Q2 2025 | 138 | $230,586,656 | +$4,315,189 | -$12,176,979 | -$7,861,790 | IVV, VOO, ORCL, QQQ, ITOT | 13F-HR | 05 Aug 2025, 09:19 |
| Q1 2025 | 140 | $218,201,520 | +$5,899,564 | -$4,209,848 | +$1,689,716 | IVV, VOO, QQQ, ITOT, AGG | 13F-HR | 17 Apr 2025, 16:24 |
| Q4 2024 | 146 | $225,906,136 | +$14,476,671 | -$7,471,829 | +$7,004,842 | IVV, VOO, QQQ, ITOT, ORCL | 13F-HR | 04 Mar 2025, 11:21 |
| Q3 2024 | 146 | $221,228,767 | +$9,149,296 | -$5,916,383 | +$3,232,913 | IVV, VOO, ITOT, QQQ, ORCL | 13F-HR | 31 Oct 2024, 13:44 |
| Q2 2024 | 139 | $205,983,698 | +$15,233,859 | -$3,442,066 | +$11,791,793 | IVV, VOO, ITOT, QQQ, NOBL | 13F-HR | 26 Jul 2024, 14:37 |
| Q1 2024 | 131 | $188,606,294 | +$9,545,395 | -$1,309,012 | +$8,236,383 | IVV, ITOT, QQQ, NOBL, VOO | 13F-HR | 01 May 2024, 16:52 |
| Q4 2023 | 126 | $174,334,253 | +$3,209,017 | -$8,173,587 | -$4,964,570 | IVV, ITOT, QQQ, NOBL, VOO | 13F-HR | 21 Feb 2024, 10:51 |
| Q3 2023 | 125 | $163,431,292 | +$2,388,342 | -$8,405,734 | -$6,017,392 | IVV, NOBL, ITOT, QQQ, VOO | 13F-HR | 14 Nov 2023, 16:49 |
| Q2 2023 | 129 | $177,329,471 | +$6,186,325 | -$3,628,649 | +$2,557,676 | IVV, NOBL, ITOT, QQQ, ORCL | 13F-HR | 04 Aug 2023, 14:18 |
| Q1 2023 | 128 | $164,536,843 | +$1,803,256 | -$5,078,356 | -$3,275,100 | IVV, NOBL, ITOT, QQQ, ORCL | 13F-HR | 12 May 2023, 12:01 |
| Q4 2022 | 131 | $161,966,186 | +$26,584,532 | -$26,360,955 | +$223,577 | IVV, NOBL, ITOT, QQQ, FUTY | 13F-HR | 13 Feb 2023, 16:57 |
| Q3 2022 | 122 | $150,410,000 | +$26,713,262 | -$28,325,642 | -$1,612,380 | IVV, NOBL, ITOT, QQQ, FUTY | 13F-HR | 03 Nov 2022, 15:22 |
| Q2 2022 | 126 | $161,480,000 | +$6,120,481 | -$10,218,916 | -$4,098,435 | IVV, NOBL, ITOT, QQQ, FUTY | 13F-HR | 02 Aug 2022, 14:00 |
| Q1 2022 | 142 | $191,052,000 | +$13,253,555 | -$14,264,731 | -$1,011,176 | IVV, NOBL, QQQ, ITOT, FUTY | 13F-HR | 02 May 2022, 13:41 |
| Q4 2021 | 146 | $201,948,000 | +$18,705,690 | -$6,229,410 | +$12,476,280 | IVV, QQQ, NOBL, ITOT, IJH | 13F-HR | 03 Feb 2022, 16:28 |
| Q3 2021 | 156 | $172,821,000 | +$12,174,314 | -$10,117,104 | +$2,057,210 | IVV, QQQ, ITOT, NOBL, IJH | 13F-HR | 12 Nov 2021, 14:13 |
| Q2 2021 | 163 | $171,864,000 | +$6,342,609 | -$8,353,059 | -$2,010,450 | IVV, QQQ, NOBL, ITOT, IJH | 13F-HR | 12 Aug 2021, 13:20 |
| Q1 2021 | 156 | $163,807,000 | +$9,041,678 | -$23,470,173 | -$14,428,495 | IVV, QQQ, NOBL, ITOT, IJH | 13F-HR | 06 Apr 2021, 14:22 |
| Q4 2020 | 149 | $167,748,000 | +$9,878,940 | -$7,881,082 | +$1,997,858 | IVV, QQQ, ITOT, NOBL, JNJ | 13F-HR | 05 Feb 2021, 16:28 |
| Q3 2020 | 136 | $132,038,088 | +$8,806,492 | -$4,712,454 | +$4,094,038 | IVV, QQQ, NOBL, JNJ, FUTY | 13F-HR | 12 Nov 2020, 16:59 |
| Q2 2020 | 131 | $139,601,000 | +$2,243,462 | -$920,043 | +$1,323,419 | IVV, FUTY, QQQ, NOBL, JNJ | 13F-HR | 26 Aug 2020, 17:16 |
| Q1 2020 | 124 | $119,240,000 | +$11,374,081 | -$14,011,237 | -$2,637,156 | IVV, FUTY, JNJ, QQQ, NOBL | 13F-HR | 20 Apr 2020, 15:45 |
| Q4 2019 | 135 | $150,049,000 | +$7,090,669 | -$1,037,726 | +$6,052,943 | IVV, NOBL, JNJ, QQQ, PEP | 13F-HR | 05 Feb 2020, 11:58 |
| Q3 2019 | 128 | $135,014,000 | +$2,167,750 | -$2,617,523 | -$449,773 | IVV, NOBL, JNJ, PEP, QQQ | 13F-HR | 06 Nov 2019, 16:20 |
| Q2 2019 | 128 | $133,140,000 | +$12,156,714 | -$8,142,749 | +$4,013,965 | IVV, NOBL, JNJ, QQQ, PEP | 13F-HR | 14 Aug 2019, 09:54 |
| Q1 2019 | 133 | $126,330,000 | +$25,825,062 | -$3,508,193 | +$22,316,869 | IVV, NOBL, JNJ, QQQ, PEP | Restatement | 13 May 2019, 18:01 |
| Q4 2018 | 112 | $93,331,000 | +$9,991,366 | -$13,769,682 | -$3,778,316 | IVV, JNJ, NOBL, PEP, QQQ | 13F-HR | 13 Feb 2019, 11:43 |
| Q3 2018 | 118 | $111,680,000 | +$8,711,200 | -$22,517,607 | -$13,806,407 | IVV, JNJ, QQQ, NOBL, PEP | 13F-HR | 09 Oct 2018, 11:16 |
| Q1 2018 | 119 | $116,345,000 | +$16,236,037 | -$14,419,632 | +$1,816,405 | IVV, JNJ, QQQ, NOBL, IWF | 13F-HR | 24 Apr 2018, 17:04 |
| Q4 2017 | 124 | $118,178,000 | +$3,627,639 | -$5,878,628 | -$2,250,989 | IVV, JNJ, PEP, NOBL, IWF | 13F-HR | 22 Feb 2018, 10:51 |
| Q3 2017 | 128 | $113,523,000 | +$30,068,078 | -$21,635,419 | +$8,432,659 | IVV, DVY, JNJ, PEP, IWF | 13F-HR | 17 Nov 2017, 15:39 |
| Q2 2017 | 128 | $85,968,000 | +$12,414,302 | -$15,500,609 | -$3,086,307 | IWM, IVV, JNJ, DVY, PEP | 13F-HR | 11 Jul 2017, 14:23 |
| Q1 2017 | 119 | $108,444,000 | +$2,674,915 | -$3,232,287 | -$557,372 | IVV, IWM, DVY, JNJ, PEP | 13F-HR | 06 Apr 2017, 17:24 |
| Q4 2016 | 126 | $103,893,000 | $0 | $0 | $0 | IVV, IWM, DVY, JNJ, PEP | 13F-HR | 13 Feb 2017, 12:25 |