SHEETS SMITH WEALTH MANAGEMENT
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,000,400
- Description
- —
- Website
- —
- Founded
- —
- 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 | 7/13/2026 | 408 | 1,000,400 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
| Q1 2026 | 4/16/2026 | 393 | 888,478 | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT |
| 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 | 533.4 K | 53.4% | 40.13 K | 0 | 40.13 K |
| ETFs | 463.8 K | 46.5% | 71.46 K | 0 | 71.46 K |
| Debt | 1.114 K | 0.1% | 300 | 0 | 300 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
1,000,400
Holdings
408
QoQ value change ($000)
111,922
(12.6%)
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.