13F Filings History of SHEETS SMITH WEALTH MANAGEMENT
- Latest 13F filing
- Q2 2026 - 13 Jul 2026
- Latest reported 13F value
- $1,000,399,523
- Largest 13F holdings
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VOO IVV GOOG AVTM KO SCHX QQQ AMZN LLY SPYM V AAPL
+8 more
NVDA TJX PULS ECL SPIB XOM DGRO JEPQ - Form 13F summary
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- SHEETS SMITH WEALTH MANAGEMENT Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- SHEETS SMITH WEALTH MANAGEMENT reported 408 equity holdings with a total reported market value of $1,000,399,523 for Q2 2026. Top reported holdings included VOO, IVV, GOOG, AVTM, and KO.
- Manager signature
- Allison Hewett - Chief Compliance Officer
- Manager location
- Winston Salem, NC
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$1,000,399,523
Quarter delta
+$111,921,737
Accepted
13 Jul 2026, 15:30
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 408 | $1,000,399,523 | +$65,263,365 | -$39,039,487 | +$26,223,878 | VOO, IVV, GOOG, AVTM, KO | 13F-HR | 13 Jul 2026, 15:30 |
| Q1 2026 | 393 | $888,477,786 | +$34,659,832 | -$43,460,672 | -$8,800,840 | VOO, IVV, GOOG, KO, SCHX | 13F-HR | 16 Apr 2026, 14:03 |
| Q4 2025 | 393 | $911,301,783 | +$34,807,066 | -$29,738,880 | +$5,068,186 | VOO, IVV, GOOG, KO, AMZN | 13F-HR | 20 Jan 2026, 11:10 |
| Q3 2025 | 397 | $883,535,033 | +$37,099,387 | -$55,586,513 | -$18,487,126 | VOO, IVV, GOOG, KO, AMZN | 13F-HR | 16 Oct 2025, 09:06 |
| Q2 2025 | 397 | $854,731,062 | +$50,214,929 | -$42,382,084 | +$7,832,845 | VOO, IVV, KO, AMZN, GOOG | 13F-HR | 15 Jul 2025, 10:05 |
| Q1 2025 | 356 | $804,818,576 | +$48,620,041 | -$47,607,964 | +$1,012,077 | VOO, IVV, KO, V, GOOG | 13F-HR | 23 Apr 2025, 09:21 |
| Q4 2024 | 375 | $819,307,286 | +$76,119,965 | -$30,372,523 | +$45,747,442 | VOO, IVV, GOOG, AMZN, KO | 13F-HR | 17 Jan 2025, 10:05 |
| Q3 2024 | 374 | $817,569,729 | +$24,203,524 | -$85,791,100 | -$61,587,576 | VOO, IVV, KO, SCHX, GOOG | 13F-HR | 01 Nov 2024, 14:34 |
| Q2 2024 | 377 | $836,304,477 | +$48,316,883 | -$96,096,789 | -$47,779,906 | VOO, IVV, KO, GOOG, AMZN | 13F-HR | 30 Jul 2024, 09:19 |
| Q1 2024 | 379 | $893,087,056 | +$169,644,266 | -$23,586,624 | +$146,057,642 | VOO, IVV, AMZN, PEP, KO | 13F-HR | 08 May 2024, 16:03 |
| Q4 2023 | 353 | $654,001,273 | +$24,760,473 | -$35,880,733 | -$11,120,260 | IVV, KO, PEP, SUB, GOOG | 13F-HR | 06 Feb 2024, 13:59 |
| Q3 2023 | 485 | $656,641,291 | +$39,508,615 | -$30,092,619 | +$9,415,996 | IVV, PEP, KO, SUB, GOOG | 13F-HR | 23 Oct 2023, 13:58 |
| Q2 2023 | 328 | $684,096,485 | +$41,033,837 | -$36,808,087 | +$4,225,750 | IVV, PEP, SUB, KO, GBIL | 13F-HR | 09 Aug 2023, 09:22 |
| Q1 2023 | 318 | $654,529,460 | +$19,113,311 | -$25,538,982 | -$6,425,671 | GBIL, SUB, IVV, PEP, KO | Restatement | 26 May 2023, 11:17 |
| Q4 2022 | 309 | $638,971,337 | +$40,422,544 | -$37,908,559 | +$2,513,985 | SUB, IVV, GBIL, KO, PEP | 13F-HR | 08 Mar 2023, 10:18 |
| Q3 2022 | 300 | $598,912,000 | +$57,211,359 | -$20,892,074 | +$36,319,285 | SUB, GBIL, IVV, PEP, KO | 13F-HR | 01 Nov 2022, 15:35 |
| Q2 2022 | 303 | $607,553,000 | +$48,483,390 | -$73,041,668 | -$24,558,278 | SUB, IVV, KO, PEP, GOOG | 13F-HR | 27 Jul 2022, 09:31 |
| Q1 2022 | 352 | $725,418,000 | +$37,996,051 | -$61,983,191 | -$23,987,140 | IVV, MUB, KO, PEP, GOOG | 13F-HR | 02 May 2022, 17:22 |
| Q4 2021 | 373 | $805,771,000 | +$52,615,798 | -$40,239,073 | +$12,376,725 | MUB, IVV, PEP, VCSH, KO | 13F-HR | 20 Jan 2022, 13:07 |
| Q3 2021 | 365 | $737,025,000 | +$21,946,542 | -$18,433,376 | +$3,513,166 | IVV, VCSH, PEP, MUB, KO | 13F-HR | 15 Oct 2021, 13:43 |
| Q2 2021 | 359 | $742,091,000 | +$45,115,831 | -$30,235,759 | +$14,880,072 | IVV, VCSH, PEP, MUB, KO | 13F-HR | 03 Aug 2021, 12:41 |
| Q1 2021 | 330 | $679,735,000 | +$35,287,376 | -$39,866,880 | -$4,579,504 | IVV, PEP, KO, MUB, VCSH | 13F-HR | 23 Apr 2021, 10:29 |
| Q4 2020 | 332 | $661,456,000 | +$46,348,978 | -$23,029,441 | +$23,319,537 | IVV, PEP, KO, VCSH, AMZN | 13F-HR | 13 Jan 2021, 15:16 |
| Q3 2020 | 295 | $574,915,000 | +$67,429,117 | -$17,291,936 | +$50,137,181 | IVV, PEP, KO, VCSH, AMZN | 13F-HR | 26 Oct 2020, 12:42 |
| Q2 2020 | 258 | $499,785,000 | +$62,990,562 | -$116,742,078 | -$53,751,516 | VCSH, IVV, PEP, KO, V | 13F-HR | 17 Jul 2020, 16:11 |