§ 13F · FUND PROFILE
SHEETS SMITH WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $854.7T (13F)Positions · 397Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$911.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 75K | $46.8T | 5.1% | NEW |
| 2 | IVV | ISHARES TR | 56K | $38.3T | 4.2% | NEW |
| 3 | GOOG | ALPHABET INC | 105K | $32.8T | 3.6% | NEW |
| 4 | KO | COCA COLA CO | 331K | $23.1T | 2.5% | NEW |
| 5 | AMZN | AMAZON COM INC | 92K | $21.2T | 2.3% | NEW |
| 6 | SCHX | SCHWAB STRATEGIC TR | 705K | $19.0T | 2.1% | NEW |
| 7 | V | VISA INC | 52K | $18.3T | 2.0% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 28K | $17.0T | 1.9% | NEW |
| 9 | LLY | ELI LILLY & CO | 15K | $16.1T | 1.8% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 78K | $14.5T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHEETS SIGNAL
AC read
SHEETS SMITH WEALTH MANAGEMENT is a Other fund managing $854731.1 trillion in assets. The fund runs a broad portfolio of 397 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed