§ 13F · FUND PROFILE
SMITH SHELLNUT WILSON LLC /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $230.6T (13F)Positions · 138Turnover · — · Q3Filed · Oct 27, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 27, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 35K | $21.7T | 8.3% | — |
| 2 | IVV | ISHARES TR | 31K | $20.6T | 7.9% | — |
| 3 | ORCL | ORACLE CORP | 67K | $18.7T | 7.2% | — |
| 4 | ITOT | ISHARES TR | 97K | $14.2T | 5.4% | — |
| 5 | QQQ | INVESCO QQQ TR | 21K | $12.9T | 5.0% | — |
| 6 | AGG | ISHARES TR | 108K | $10.8T | 4.2% | — |
| 7 | NOBL | PROSHARES TR | 93K | $9.6T | 3.7% | — |
| 8 | AAPL | APPLE INC | 35K | $8.9T | 3.4% | — |
| 9 | IJH | ISHARES TR | 121K | $7.9T | 3.0% | — |
| 10 | MSFT | MICROSOFT CORP | 13K | $6.6T | 2.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMITH SIGNAL
AC read
SMITH SHELLNUT WILSON LLC /ADV is a Other fund managing $230586.7 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 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
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed