SHEETS SMITH WEALTH MANAGEMENT
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 911,302
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 393 | 911,302 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
| Q3 2025 | 10/16/2025 | 397 | 883,535 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
| Q2 2025 | 7/15/2025 | 397 | 854,731 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
| Q1 2014 | 6/2/2014 | 245 | 357,367 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
| Q4 2013 | 2/21/2014 | 263 | 362,514 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 694.1 K | 76.4% | 21.36 K | 0 | 21.36 K |
| ETFs | 212.5 K | 23.4% | 5.214 K | 0 | 5.214 K |
| Debt | 504 | 0.1% | 504 | 0 | 504 |
| Other | 1.965 K | 0.2% | 597 | 0 | 597 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
911,302
Holdings
393
QoQ value change ($000)
27,767
(3.1%)
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.