Notify me when SHEETS SMITH WEALTH MANAGEMENT files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Q1 2020 | 271 | $477,355,000 | +$124,950,424 | -$86,390,754 | +$38,559,670 | BIL, KO, PEP, IVV, AMZN | 13F-HR | 28 Apr 2020, 11:32 |
| Q4 2019 | 312 | $523,273,000 | +$49,458,564 | -$37,817,433 | +$11,641,131 | VCSH, IVV, V, IWF, CPRT | 13F-HR | 24 Jan 2020, 11:48 |
| Q3 2019 | 292 | $486,343,000 | +$33,668,774 | -$39,840,156 | -$6,171,382 | VCSH, V, IVV, IWF, CPRT | 13F-HR | 28 Oct 2019, 11:03 |
| Q2 2019 | 312 | $487,150,000 | +$31,390,739 | -$28,179,402 | +$3,211,337 | V, IVV, IWF, CPRT, ECL | 13F-HR | 12 Jul 2019, 15:01 |
| Q1 2019 | 313 | $461,936,000 | +$52,109,899 | -$15,949,073 | +$36,160,826 | V, IVV, IWF, NKE, ECL | 13F-HR | 13 May 2019, 11:55 |
| Q4 2018 | 274 | $371,144,000 | +$21,328,950 | -$76,564,719 | -$55,235,769 | V, IVV, IWF, NKE, ECL | 13F-HR | 11 Jan 2019, 10:21 |
| Q3 2018 | 331 | $483,226,000 | +$54,623,331 | -$22,650,013 | +$31,973,318 | IWF, V, IVV, AAPL, NKE | 13F-HR | 15 Oct 2018, 14:33 |
| Q2 2018 | 303 | $427,258,000 | +$47,422,975 | -$53,701,572 | -$6,278,597 | IWF, V, IVV, NKE, AAPL | 13F-HR | 26 Jul 2018, 14:33 |
| Q1 2018 | 307 | $416,181,000 | +$40,637,635 | -$50,605,299 | -$9,967,664 | IWF, V, IVV, NKE, META | 13F-HR | 09 Apr 2018, 10:16 |
| Q4 2017 | 320 | $424,214,000 | +$42,290,249 | -$33,815,606 | +$8,474,643 | IWF, V, IVV, META, IGSB | 13F-HR | 12 Jan 2018, 16:56 |
| Q3 2017 | 302 | $396,498,000 | +$29,200,764 | -$23,533,423 | +$5,667,341 | IWF, V, IVV, META, PZZA | 13F-HR | 12 Oct 2017, 09:56 |
| Q2 2017 | 292 | $378,439,000 | +$32,895,237 | -$39,776,020 | -$6,880,783 | IWF, V, IVV, NKE, PZZA | 13F-HR | 19 Jul 2017, 15:25 |
| Q1 2017 | 289 | $376,619,000 | +$30,582,218 | -$31,125,050 | -$542,832 | IWF, V, PZZA, IVV, NKE | 13F-HR | 10 Apr 2017, 13:08 |
| Q4 2016 | 275 | $356,304,000 | +$33,271,785 | -$36,778,333 | -$3,506,548 | PZZA, IWF, V, IVV, IGSB | 13F-HR | 03 Feb 2017, 14:10 |
| Q3 2016 | 263 | $354,615,000 | +$33,394,159 | -$32,435,329 | +$958,830 | IWF, PZZA, V, IVV, IGSB | 13F-HR | 18 Nov 2016, 12:19 |
| Q2 2016 | 255 | $344,189,000 | +$43,819,809 | -$34,541,264 | +$9,278,545 | IWF, PZZA, V, IGSB, IVV | 13F-HR | 15 Aug 2016, 16:37 |
| Q1 2016 | 237 | $325,222,000 | +$54,972,880 | -$61,380,947 | -$6,408,067 | IWF, IGSB, V, NKE, PZZA | 13F-HR | 13 May 2016, 14:15 |
| Q4 2015 | 230 | $330,682,000 | +$53,229,437 | -$26,526,553 | +$26,702,884 | SPY, IGSB, V, NKE, PZZA | 13F-HR | 01 Feb 2016, 12:31 |
| Q3 2015 | 208 | $295,697,000 | +$18,341,342 | -$67,342,098 | -$49,000,756 | IGSB, PZZA, NKE, V, PRF | 13F-HR | 13 Nov 2015, 12:43 |
| Q2 2015 | 233 | $365,880,000 | +$37,033,037 | -$37,730,566 | -$697,529 | IGSB, PZZA, PRF, AGN, ESRX | 13F-HR | 31 Aug 2015, 14:49 |
| Q1 2015 | 239 | $362,179,000 | +$37,990,917 | -$66,589,582 | -$28,598,665 | IGSB, PRF, PZZA, B108PS, ESRX | 13F-HR | 05 May 2015, 14:08 |
| Q4 2014 | 246 | $383,234,000 | +$57,696,808 | -$53,356,671 | +$4,340,137 | PZZA, IGSB, ESRX, NKE, V | 13F-HR | 20 Feb 2015, 15:55 |
| Q3 2014 | 241 | $367,404,000 | +$46,389,175 | -$44,772,882 | +$1,616,293 | ECL, IGSB, B108PS, PZZA, NKE | 13F-HR | 17 Nov 2014, 11:50 |
| Q2 2014 | 261 | $372,356,000 | +$60,030,713 | -$51,753,094 | +$8,277,619 | IGSB, PZZA, ECL, B108PS, SLB | 13F-HR | 18 Sep 2014, 17:15 |
| Q1 2014 | 245 | $357,367,000 | +$50,709,314 | -$60,418,628 | -$9,709,314 | TIP, PZZA, ECL, ESRX, V | 13F-HR | 02 Jun 2014, 16:45 |
| Q4 2013 | 263 | $360,256,000 | $0 | $0 | $0 | IGSB, PZZA, ECL, V, NKE | 13F-HR | 21 Feb 2014, 17:19 |