SMITH SHELLNUT WILSON LLC /ADV
All 13F Filings
- Location
- Ridgeland, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 267,882
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 161 | 267,882 | 13F-HR | SMITH SHELLNUT WILSON LLC /ADV |
| Q1 2026 | 8/3/2026 | 145 | 229,091 | 13F-HR | SMITH SHELLNUT WILSON LLC /ADV |
| Q4 2025 | 8/3/2026 | 142 | 260,764 | 13F-HR | SMITH SHELLNUT WILSON LLC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 131 K | 48.9% | 19.43 K | 0 | 19.43 K |
| ETFs | 135.5 K | 50.6% | 18.92 K | 0 | 18.92 K |
| Debt | 1.336 K | 0.5% | 444 | 0 | 444 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
267,882
Holdings
161
QoQ value change ($000)
38,791
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.