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SHEETS SMITH WEALTH MANAGEMENT

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001157436

$1.00B

disclosed book value

408

positions

5%

largest position share

Positions, as of 2026-06-30

top 100 of 408 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS72,716$49.9M5%
2IVVISHARES TR56,870$42.6M4.3%
3GOOGALPHABET INC94,155$33.3M3.3%
4AVTMAMERICAN CENTY ETF TR484,908$26.4M2.6%
5KOCOCA COLA CO317,791$25.8M2.6%
6SCHXSCHWAB STRATEGIC TR724,506$21.3M2.1%
7QQQINVESCO QQQ TR27,593$20.3M2%
8AMZNAMAZON COM INC83,872$20.0M2%
9LLYELI LILLY & CO14,264$17.1M1.7%
10SPYMSPDR SERIES TRUST181,706$16.0M1.6%
11VVISA INC46,343$15.9M1.6%
12AAPLAPPLE INC51,597$14.9M1.5%
13NVDANVIDIA CORPORATION68,779$13.8M1.4%
14TJXTJX COS INC NEW68,592$10.4M1%
15PULSPGIM ETF TR201,806$10.0M1%
16ECLECOLAB INC35,882$10.0M1%
17SPIBSPDR SERIES TRUST292,770$9.8M1%
18EXMOCEXXON MOBIL CORP71,351$9.8M1%
19DGROISHARES TR120,701$9.1M0.9%
20JEPQJ P MORGAN EXCHANGE TRADED F144,284$8.9M0.9%
21IJHISHARES TR114,005$8.8M0.9%
22PSAPUBLIC STORAGE26,610$8.5M0.8%
23COHRCOHERENT CORP20,988$8.3M0.8%
24SCHBSCHWAB STRATEGIC TR281,393$8.1M0.8%
25SUBISHARES TR76,061$8.1M0.8%
26JPMJPMORGAN CHASE & CO23,451$7.7M0.8%
27SCHDSCHWAB STRATEGIC TR239,869$7.6M0.8%
28SPGSIMON PPTY GROUP INC NEW33,264$7.4M0.7%
29SPDWSPDR INDEX SHS FDS146,558$7.4M0.7%
30IQVIQVIA HLDGS INC38,080$7.4M0.7%
31EPDENTERPRISE PRODS PARTNERS L199,527$7.3M0.7%
32MTZMASTEC INC17,525$7.3M0.7%
33SPTMSPDR SERIES TRUST77,837$7.1M0.7%
34GWWWW GRAINGER INC5,180$7.0M0.7%
35PANWPALO ALTO NETWORKS INC19,881$6.8M0.7%
36ITOTISHARES TR41,139$6.8M0.7%
37FCNCAFIRST CTZNS BANCSHARES INC D3,210$6.7M0.7%
38PEPPEPSICO INC47,427$6.4M0.6%
39TSCOTRACTOR SUPPLY CO197,451$6.2M0.6%
40AMGNAMGEN INC17,231$6.2M0.6%
41WPCWP CAREY INC83,010$5.9M0.6%
42ULTAULTA BEAUTY INC12,694$5.7M0.6%
43OEFISHARES TR15,578$5.7M0.6%
44IJRISHARES TR37,837$5.6M0.6%
45CPRTCOPART INC199,063$5.6M0.6%
46MSFTMICROSOFT CORP15,023$5.6M0.6%
47VIGVANGUARD SPECIALIZED FUNDS23,485$5.6M0.6%
48GOOGLALPHABET INC15,369$5.5M0.5%
49UBERUBER TECHNOLOGIES INC71,421$5.2M0.5%
50VOVANGUARD INDEX FDS61,611$5.0M0.5%
51LOWLOWES COS INC22,499$5.0M0.5%
52AMDADVANCED MICRO DEVICES INC8,419$4.9M0.5%
53RSPINVESCO EXCHANGE TRADED FD T21,699$4.6M0.5%
54IBRXIMMUNITYBIO INC512,572$4.5M0.4%
55SCHFSCHWAB STRATEGIC TR157,892$4.4M0.4%
56OUNZVANECK MERK GOLD ETF112,189$4.3M0.4%
57EFAISHARES TR41,200$4.3M0.4%
58COSTCOSTCO WHOLESALE CORPORATION4,502$4.2M0.4%
59CORCENCORA INC14,438$4.1M0.4%
60IGMISHARES TR24,912$4.1M0.4%
61VTVVANGUARD INDEX FDS18,562$4.0M0.4%
62IGVISHARES TR44,562$4.0M0.4%
63GLDSPDR GOLD TR10,534$3.9M0.4%
64VVVANGUARD INDEX FDS11,019$3.8M0.4%
65OUSMALPS ETF TR79,555$3.8M0.4%
66ISTBISHARES TR77,610$3.7M0.4%
67ABBVABBVIE INC14,811$3.7M0.4%
68IYRISHARES TR36,000$3.7M0.4%
69FNBF N B CORP191,163$3.6M0.4%
70DUKDUKE ENERGY CORP NEW27,917$3.5M0.4%
71VISVANGUARD WORLD FD9,783$3.5M0.4%
72CNICANADIAN NATL RY CO28,625$3.4M0.3%
73BLKBLACKROCK INC3,442$3.3M0.3%
74VCITVANGUARD SCOTTSDALE FDS39,218$3.2M0.3%
75INTUINTUIT12,128$3.2M0.3%
76SNPEDBX ETF TR45,112$3.1M0.3%
77JPSTJ P MORGAN EXCHANGE TRADED F57,322$2.9M0.3%
78RBCRBC BEARINGS INC4,446$2.9M0.3%
79JNJJOHNSON & JOHNSON11,131$2.8M0.3%
80VTIVANGUARD INDEX FDS7,580$2.8M0.3%
81SPYSTATE STR SPDR S&P 500 ETF T3,737$2.8M0.3%
82VHTVANGUARD WORLD FD9,213$2.8M0.3%
83MRKMERCK & CO INC21,343$2.7M0.3%
84TECBISHARES TR38,045$2.7M0.3%
85MYRGMYR GROUP INC5,320$2.7M0.3%
86TMOTHERMO FISHER SCIENTIFIC INC5,200$2.6M0.3%
87MRVLMARVELL TECHNOLOGY INC8,639$2.6M0.3%
88SCHMSCHWAB STRATEGIC TR69,782$2.6M0.3%
89JPIEJ P MORGAN EXCHANGE TRADED F54,094$2.5M0.2%
90ITAISHARES TR10,270$2.5M0.2%
91TPRTAPESTRY INC16,937$2.5M0.2%
92PRFINVESCO EXCHANGE TRADED FD T44,883$2.4M0.2%
93TMUST-MOBILE US INC14,292$2.4M0.2%
94PFFAETFIS SER TR I113,975$2.3M0.2%
95FDVVFIDELITY COVINGTON TRUST38,729$2.3M0.2%
96EMXCISHARES INC22,097$2.3M0.2%
97SGOLETFS GOLD TR55,878$2.1M0.2%
98JEPIJ P MORGAN EXCHANGE TRADED F37,684$2.1M0.2%
99FNDXSCHWAB STRATEGIC TR68,427$2.1M0.2%
100DORMDORMAN PRODS INC15,593$2.1M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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