SHEETS SMITH WEALTH MANAGEMENT
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1157436
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.0B
Holdings
408
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SHEETS SMITH WEALTH MANAGEMENT disclosed 408 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 30 new positions and exited 16 and a full exit from $HON. The portfolio is most concentrated in Other (45.1% of disclosed assets). All figures are sourced directly from SHEETS SMITH WEALTH MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 1157436.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS - S&P 5
5.0% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
4.3% weight
Held 10 quarters
$GOOG3.3% weight
Held 10 quarters
$KO2.6% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
2.1% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
$AVGO9 quarters accumulating
$RTX9 quarters accumulating
$NEE9 quarters accumulating
$STEL9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$49.9M72,716 shISHARES TR - CORE S&P500 ETF
—Quality
$42.6M56,870 sh- 78.2#57
Quality
$33.3M94,155 sh AMERICAN CENTY ETF TR - AVAN TOTA EQ ETF
—Quality
$26.4M484,908 sh- 69.5
Quality
$25.8M317,791 sh SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$21.3M724,506 sh- —
Quality
$20.3M27,593 sh - 68.7
Quality
$20.0M83,872 sh - 87.5
Quality
$17.1M14,264 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$16.0M181,706 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $49.9M | 72,716 |
| ISHARES TR - CORE S&P500 ETF | — | $42.6M | 56,870 |
 Alphabet Inc.$GOOGL | 78.2#57 | $33.3M | 94,155 |
| AMERICAN CENTY ETF TR - AVAN TOTA EQ ETF | — | $26.4M | 484,908 |
| COCA COLA CO$KO | 69.5 | $25.8M | 317,791 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $21.3M | 724,506 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $20.3M | 27,593 |
 AMAZON COM INC$AMZN | 68.7 | $20.0M | 83,872 |
 ELI LILLY & Co$LLY | 87.5 | $17.1M | 14,264 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $16.0M | 181,706 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SHEETS SMITH WEALTH MANAGEMENT's 408 positions.
Showing top 10 of 408 holdings.
Sector Allocation
Other
$450.9M
Technology
$136.8M
Financials
$94.5M
Consumer Discretionary
$84.3M
Healthcare
$62.8M
Consumer Staples
$41.2M
Energy
$35.6M
Industrials
$30.3M
Top Holdings — SHEETS SMITH WEALTH MANAGEMENT (Q2 2026)
Top 150 of 408 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $49.9M | 5.0% | -2% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $42.6M | 4.3% | +0% | — |
| 3 | $GOOGL | Alphabet Inc. | $33.3M | 3.3% | -1% | 78.2 |
| 4 | — | AMERICAN CENTY ETF TR - AVAN TOTA EQ ETF | $26.4M | 2.6% | NEW | — |
| 5 | $KO | COCA COLA CO | $25.8M | 2.6% | -4% | 69.5 |
| 6 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $21.3M | 2.1% | +0% | — |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $20.3M | 2.0% | -0% | — |
| 8 | $AMZN | AMAZON COM INC | $20.0M | 2.0% | +0% | 68.7 |
| 9 | $LLY | ELI LILLY & Co | $17.1M | 1.7% | -1% | 87.5 |
| 10 | — | SPDR SERIES TRUST - ST STR P500ETF | $16.0M | 1.6% | -0% | — |
| 11 |  $V | VISA INC. | $15.9M | 1.6% | +0% | 82.9 |
| 12 |  $AAPL | Apple Inc. | $14.9M | 1.5% | -0% | 76.4 |
| 13 |  $NVDA | NVIDIA CORP | $13.8M | 1.4% | -1% | 85.9 |
| 14 |  $TJX | TJX COMPANIES INC /DE/ | $10.4M | 1.0% | +0% | 68.7 |
| 15 | — | PGIM ETF TR - PGIM ULTRA SH BD | $10.0M | 1.0% | +4% | — |
| 16 |  $ECL | ECOLAB INC. | $10.0M | 1.0% | -1% | 63.3 |
| 17 | — | SPDR SERIES TRUST - ST INTER BD ETF | $9.8M | 1.0% | +3% | — |
| 18 |  $XOM.R34088 | EXXON MOBIL CORP | $9.8M | 1.0% | +0% | 57.9 |
| 19 | — | ISHARES TR - CORE DIV GRWTH | $9.1M | 0.9% | +4% | — |
| 20 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $8.9M | 0.9% | +0% | — |
| 21 | — | ISHARES TR - CORE S&P MCP ETF | $8.8M | 0.9% | -1% | — |
| 22 |  $PSA | Public Storage | $8.5M | 0.8% | -1% | 69.1 |
| 23 |  $COHR | COHERENT CORP. | $8.3M | 0.8% | -14% | 58.5 |
| 24 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $8.1M | 0.8% | +0% | — |
| 25 | — | ISHARES TR - SHRT NAT MUN ETF | $8.1M | 0.8% | -26% | — |
| 26 |  $JPM | JPMORGAN CHASE & CO | $7.7M | 0.8% | -0% | 70.7 |
| 27 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.6M | 0.8% | -3% | — |
| 28 |  $SPG | SIMON PROPERTY GROUP INC. | $7.4M | 0.7% | -2% | 76.7 |
| 29 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $7.4M | 0.7% | +1% | — |
| 30 |  $IQV | IQVIA HOLDINGS INC. | $7.4M | 0.7% | -0% | 61.4 |
| 31 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $7.3M | 0.7% | -1% | 61.4 |
| 32 |  $MTZ | MASTEC INC | $7.3M | 0.7% | -5% | 58.8 |
| 33 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $7.1M | 0.7% | +24% | — |
| 34 |  $GWW | W.W. GRAINGER, INC. | $7.0M | 0.7% | +0% | 61.8 |
| 35 |  $PANW | Palo Alto Networks Inc | $6.8M | 0.7% | +44% | 65.5 |
| 36 | — | ISHARES TR - CORE S&P TTL STK | $6.8M | 0.7% | -1% | — |
| 37 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $6.7M | 0.7% | +10% | 52.9 |
| 38 |  $PEP | PEPSICO INC | $6.4M | 0.6% | -2% | 63.4 |
| 39 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $6.2M | 0.6% | -2% | 55.2 |
| 40 |  $AMGN | AMGEN INC | $6.2M | 0.6% | -3% | 79.2 |
| 41 |  $WPC | W. P. Carey Inc. | $5.9M | 0.6% | -1% | 65.9 |
| 42 |  $ULTA | Ulta Beauty, Inc. | $5.7M | 0.6% | -8% | 67.3 |
| 43 | — | ISHARES TR - S&P 100 ETF | $5.7M | 0.6% | +16% | — |
| 44 | — | ISHARES TR - CORE S&P SCP ETF | $5.6M | 0.6% | -2% | — |
| 45 |  $CPRT | COPART INC | $5.6M | 0.6% | -2% | 69.1 |
| 46 |  $MSFT | MICROSOFT CORP | $5.6M | 0.6% | +0% | 79.8 |
| 47 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.6M | 0.6% | +0% | — |
| 48 | $GOOG | Alphabet Inc. | $5.5M | 0.6% | -2% | 78.2 |
| 49 |  $UBER | Uber Technologies, Inc | $5.2M | 0.5% | -1% | 73.5 |
| 50 | — | VANGUARD INDEX FDS - MID CAP ETF | $5.0M | 0.5% | +304% | — |
| 51 |  $LOW | LOWES COMPANIES INC | $5.0M | 0.5% | +150% | 60.8 |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $4.9M | 0.5% | -19% | 79.8 |
| 53 |  $IVZ | Invesco Ltd. | $4.6M | 0.5% | +2% | — |
| 54 |  $IBRX | ImmunityBio, Inc. | $4.5M | 0.5% | -7% | 31.5 |
| 55 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $4.4M | 0.4% | -1% | — |
| 56 |  $OUNZ | VanEck Merk Gold ETF | $4.3M | 0.4% | +44% | 33.6 |
| 57 | — | ISHARES TR - MSCI EAFE ETF | $4.3M | 0.4% | +0% | — |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.2M | 0.4% | +1% | 66.2 |
| 59 |  $COR | Cencora, Inc. | $4.1M | 0.4% | -0% | 61.1 |
| 60 | — | ISHARES TR - EXPND TEC SC ETF | $4.1M | 0.4% | -12% | — |
| 61 | — | VANGUARD INDEX FDS - VALUE ETF | $4.0M | 0.4% | -0% | — |
| 62 | — | ISHARES TR - EXPANDED TECH | $4.0M | 0.4% | +18% | — |
| 63 |  $GLD | SPDR GOLD TRUST | $3.9M | 0.4% | +1% | — |
| 64 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $3.8M | 0.4% | +0% | — |
| 65 |  $ALPS | Alps Group Inc | $3.8M | 0.4% | -5% | — |
| 66 | — | ISHARES TR - CORE 1 5 YR USD | $3.7M | 0.4% | +11% | — |
| 67 |  $ABBV | AbbVie Inc. | $3.7M | 0.4% | -0% | 72.6 |
| 68 | — | ISHARES TR - U.S. REAL ES ETF | $3.7M | 0.4% | +0% | — |
| 69 |  $FNB | FNB CORP/PA/ | $3.6M | 0.4% | +0% | 65 |
| 70 |  $DUK | Duke Energy CORP | $3.5M | 0.3% | -0% | 56.4 |
| 71 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $3.5M | 0.3% | -1% | — |
| 72 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $3.4M | 0.3% | +0% | — |
| 73 |  $BLK | BlackRock, Inc. | $3.3M | 0.3% | -0% | 70 |
| 74 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.2M | 0.3% | -0% | — |
| 75 |  $INTU | INTUIT INC. | $3.2M | 0.3% | +0% | 79.3 |
| 76 | — | DBX ETF TR - XTRACKRS S&P 500 | $3.1M | 0.3% | -3% | — |
| 77 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.9M | 0.3% | +2% | — |
| 78 |  $RBC | RBC Bearings INC | $2.9M | 0.3% | -1% | 66.8 |
| 79 |  $JNJ | JOHNSON & JOHNSON | $2.8M | 0.3% | +4% | 69 |
| 80 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.8M | 0.3% | +1% | — |
| 81 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.3% | +0% | — |
| 82 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $2.8M | 0.3% | +90% | — |
| 83 |  $MRK | Merck & Co., Inc. | $2.7M | 0.3% | -0% | 59.9 |
| 84 | — | ISHARES TR - US TECH BRKTHR | $2.7M | 0.3% | +0% | — |
| 85 |  $MYRG | MYR GROUP INC. | $2.7M | 0.3% | -26% | 59.2 |
| 86 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.6M | 0.3% | +47% | 65.1 |
| 87 |  $MRVL | Marvell Technology, Inc. | $2.6M | 0.3% | -0% | 76.5 |
| 88 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $2.6M | 0.3% | +1% | — |
| 89 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $2.5M | 0.3% | -2% | — |
| 90 | — | ISHARES TR - US AER DEF ETF | $2.5M | 0.3% | +1% | — |
| 91 |  $TPR | TAPESTRY, INC. | $2.5M | 0.3% | +0% | 72.7 |
| 92 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | -0% | — |
| 93 |  $TMUS | T-Mobile US, Inc. | $2.4M | 0.2% | -1% | 69.1 |
| 94 | — | ETFIS SER TR I - VIRTUS INFRCAP | $2.3M | 0.2% | +6% | — |
| 95 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $2.3M | 0.2% | -22% | — |
| 96 | — | ISHARES INC - MSCI EMRG CHN | $2.3M | 0.2% | -3% | — |
| 97 |  $SGOL | abrdn Gold ETF Trust | $2.1M | 0.2% | +1% | — |
| 98 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $2.1M | 0.2% | -1% | — |
| 99 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.1M | 0.2% | +5% | — |
| 100 |  $DORM | Dorman Products, Inc. | $2.1M | 0.2% | -7% | 58.8 |
| 101 |  $NOW | ServiceNow, Inc. | $2.1M | 0.2% | -5% | 72.9 |
| 102 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $2.1M | 0.2% | -13% | — |
| 103 |  $UNH | UNITEDHEALTH GROUP INC | $2.1M | 0.2% | -1% | 62.7 |
| 104 |  $OKE | ONEOK INC /NEW/ | $2.0M | 0.2% | -0% | 71.7 |
| 105 | — | ISHARES TR - ULTRA SHORT DUR | $2.0M | 0.2% | -11% | — |
| 106 | — | ISHARES TR - GLOBAL TECH ETF | $2.0M | 0.2% | -8% | — |
| 107 |  $SOLS | Solstice Advanced Materials Inc. | $2.0M | 0.2% | +31% | 61.6 |
| 108 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.0M | 0.2% | +31% | — |
| 109 |  $WMT | Walmart Inc. | $2.0M | 0.2% | -0% | 60.2 |
| 110 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $1.9M | 0.2% | -5% | 61.7 |
| 111 | — | ISHARES TR - RUS 1000 GRW ETF | $1.9M | 0.2% | +301% | — |
| 112 |  $BX | Blackstone Inc. | $1.9M | 0.2% | +55% | 74.4 |
| 113 |  $GEV | GE Vernova Inc. | $1.9M | 0.2% | +0% | 81.1 |
| 114 | — | MORGAN STANLEY ETF TRUST - PARA HEDG EQ ETF | $1.9M | 0.2% | -0% | — |
| 115 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $1.9M | 0.2% | +0% | — |
| 116 |  $OTIS | Otis Worldwide Corp | $1.8M | 0.2% | -8% | 61.3 |
| 117 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $1.8M | 0.2% | -1% | 58.7 |
| 118 | — | ISHARES TR - CORE MSCI EAFE | $1.8M | 0.2% | -3% | — |
| 119 |  $DY | DYCOM INDUSTRIES INC | $1.8M | 0.2% | +0% | 56.3 |
| 120 | — | ISHARES TR - MBS ETF | $1.8M | 0.2% | -0% | — |
| 121 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.2% | -1% | 86.2 |
| 122 |  $HWM | Howmet Aerospace Inc. | $1.7M | 0.2% | -0% | 73.9 |
| 123 | — | ISHARES TR - US HOME CONS ETF | $1.7M | 0.2% | NEW | — |
| 124 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.7M | 0.2% | -10% | — |
| 125 |  $CRS | CARPENTER TECHNOLOGY CORP | $1.7M | 0.2% | -0% | 64.6 |
| 126 |  $WT | WisdomTree, Inc. | $1.7M | 0.2% | -1% | 59.9 |
| 127 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.7M | 0.2% | +2% | — |
| 128 | — | ISHARES TR - ISHS 1-5YR INVS | $1.7M | 0.2% | +0% | — |
| 129 |  $ADI | ANALOG DEVICES INC | $1.7M | 0.2% | -13% | 79.2 |
| 130 |  $SNEX | StoneX Group Inc. | $1.6M | 0.2% | +2% | 68.9 |
| 131 |  $WSM | WILLIAMS SONOMA INC | $1.6M | 0.2% | -49% | 66.1 |
| 132 | $IVZ | Invesco Ltd. | $1.6M | 0.2% | -9% | — |
| 133 |  $CSX | CSX CORP | $1.6M | 0.2% | +0% | 65.2 |
| 134 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.2% | +19% | 84.6 |
| 135 | — | VANECK ETF TRUST - PREFERRED SECURT | $1.6M | 0.2% | +13% | — |
| 136 |  $MEDP | Medpace Holdings, Inc. | $1.6M | 0.2% | -2% | 76.2 |
| 137 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $1.5M | 0.1% | +2% | — |
| 138 |  $HD | HOME DEPOT, INC. | $1.5M | 0.1% | -66% | 60.3 |
| 139 |  $MA | Mastercard Inc | $1.5M | 0.1% | +14% | 85.1 |
| 140 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $1.5M | 0.1% | -31% | — |
| 141 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 0.1% | +2% | — |
| 142 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 143 | — | PGIM ETF TR - AAA CLO ETF | $1.5M | 0.1% | +61% | — |
| 144 | $AVGO | Broadcom Inc. | $1.5M | 0.1% | +0% | 84.5 |
| 145 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.1% | -15% | 70.3 |
| 146 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.1% | -0% | 73.8 |
| 147 |  $SYK | STRYKER CORP | $1.4M | 0.1% | +51% | 72.1 |
| 148 |  $MEC | Mayville Engineering Company, Inc. | $1.4M | 0.1% | -3% | 32.1 |
| 149 |  $NKE | NIKE, Inc. | $1.4M | 0.1% | -24% | 49.3 |
| 150 | — | BLACKROCK ETF TRUST - ISHARES US LARG | $1.4M | 0.1% | +1% | — |
New Positions (30)
AMERICAN CENTY ETF TR - AVAN TOTA EQ ETF$26.4M
ISHARES TR - US HOME CONS ETF$1.7M
$MKL MARKEL GROUP INC.$919,868 DFA INVT DIMENSIONS GROUP IN - U.S. MIC CAP SHS$895,983
ISHARES TR - CRE U S REIT ETF$761,251
$PRIM Primoris Services Corp$618,736
$VTRS Viatris Inc$509,718
$MDT Medtronic plc$386,926 VANECK ETF TRUST - SEMICONDUCTR ETF$360,740
$DELL Dell Technologies Inc.$312,828
$LMAT LEMAITRE VASCULAR INC$291,526
$MCK MCKESSON CORP$262,193 AMERICAN CENTY ETF TR - AVANTIS EMGMKT$245,760
$BLDR Builders FirstSource, Inc.$235,959 INVESCO ACTIVELY MANAGED EXC - MSCI EAFE IN ETF$229,452
Exited Positions (16)
$HON HONEYWELL INTERNATIONAL INC
$ENSG ENSIGN GROUP, INC
$KEYS Keysight Technologies, Inc. INVESCO EXCHANGE TRADED FD T
$AUGO Aura Minerals Inc. VANECK ETF TRUST
$FSM FORTUNA MINING CORP.
$GIS GENERAL MILLS INC
$COHU COHU INC
$ALB ALBEMARLE CORP
$NU Nu Holdings Ltd.
$RDZN Roadzen Inc.
$ZTS Zoetis Inc.
$CRM Salesforce, Inc.
$PYPL PayPal Holdings, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for SHEETS SMITH WEALTH MANAGEMENT including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track SHEETS SMITH WEALTH MANAGEMENT's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for SHEETS SMITH WEALTH MANAGEMENT and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: SHEETS SMITH WEALTH MANAGEMENT
13F Pro is an AI hedge fund tracker and stock research platform. For SHEETS SMITH WEALTH MANAGEMENT (SEC CIK: 1157436), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SHEETS SMITH WEALTH MANAGEMENT's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.