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Portfolio (Quarterly) Guide ↗

SHEETS SMITH WEALTH MANAGEMENT

· CIK 0001157436
13F Portfolio $888M AUM 393 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 129 Added 101 Reduced 21 Exited
Page 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGRW WISDOMTREE TR 13,038.0 $1.1M 0.13% -333.0 -2.5% $87.84 +8.8%
62 VEU VANGUARD INTL EQUITY INDEX F 15,022.0 $1.1M 0.13% -100.0 -0.7% $75.10 +8.1%
63 BIV VANGUARD BD INDEX FDS 14,507.0 $1.1M 0.13% -380.0 -2.5% $77.18 -1.8%
64 HYGH ISHARES U S ETF TR 12,984.0 $1.1M 0.12% -531.0 -3.9% $85.61 +0.8%
65 BERKSHIRE HATHAWAY INC DEL 2,292.0 $1.1M 0.12% -100.0 -4.2% $479.20
66 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,866.0 $1.1M 0.12% -2K -28.4% $282.37 +18.8%
67 CEFS EXCHANGE LISTED FDS TR 46,034.0 $1.0M 0.12% -2K -5.1% $22.55 +9.2%
68 GTLS CHART INDS INC Industrials 4,706.0 $973K 0.11% -2K -32.5% $206.75 +0.2%
69 PFRL PGIM ETF TR 18,996.0 $925K 0.10% -581.0 -3.0% $48.71 +1.7%
70 CALF PACER FDS TR 19,668.0 $883K 0.10% -1K -5.7% $44.87 +5.2%
71 C CITIGROUP INC Financial Services 7,345.0 $833K 0.09% -2K -21.7% $113.41 +6.6%
72 HGER HARBOR ETF TRUST 26,066.0 $808K 0.09% -450.0 -1.7% $31.01 +5.8%
73 PIM PUTNAM MASTER INTER INCOME T Financial Services 238,084.0 $779K 0.09% -3K -1.3% $3.27 -4.3%
74 ENB ENBRIDGE INC Energy 14,103.0 $764K 0.09% -80.0 -0.6% $54.14 +4.8%
75 LGLV SPDR SERIES TRUST 4,274.0 $761K 0.09% -110.0 -2.5% $178.10 +0.6%
76 MUB ISHARES TR 6,458.0 $686K 0.08% -423.0 -6.2% $106.15 -0.4%
77 CVS CVS HEALTH CORP Healthcare 9,211.0 $662K 0.07% -8K -46.0% $71.82 +32.2%
78 KALU KAISER ALUMINIUM CORPORATION Basic Materials 5,459.0 $658K 0.07% -30.0 -0.6% $120.51 +37.3%
79 BAC BANK AMERICA CORP Financial Services 12,401.0 $605K 0.07% -17K -58.2% $48.75 +4.8%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 11,942.0 $599K 0.07% -282.0 -2.3% $50.20 -5.4%
Page 4 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 17.8%
Technology 14.5%
Consumer Cyclical 13.6%
Industrials 11.6%
Consumer Defensive 9.2%
Healthcare 9.1%
Communication Services 7.8%
Energy 5.3%
Real Estate 4.9%
Basic Materials 4.6%