account_balance
Investment manager · 13F filer · SEC CIK 1157436
Sheets Smith Wealth Management
Reported value$958Mas of Sep 30, 2026
Positions386 10 new, 32 sold out
Top 10 weight27.9%VOO alone is 5%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
5.0%Trimmed −7%
IVViShares Tr
4.4%Trimmed −3%
GOOGAlphabet Inc.
3.1%Trimmed −7%
KOCoca-Cola Co
2.9%
AVTMAmerican Centy ETF Tr
2.8%
SCHXSchwab Strategic Tr
2.3%Added +2%
AMZNAmazon.com Inc
2.2%
QQQInvesco QQQ Tr
1.9%Trimmed −9%
SPYMSPDR Series Trust
1.7%
LLYELI Lilly & Co
1.7%Trimmed −4%
AAPLApple Inc.
1.6%Trimmed −10%
VVisa Inc.
1.6%Trimmed −7%
VOOVanguard Index FDS
5.0%Trimmed −7%
IVViShares Tr
4.4%Trimmed −3%
GOOGAlphabet Inc.
3.1%−7%
KOCoca-Cola Co
2.9%
AVTMAmerican Centy ETF Tr
2.8%
SCHXSchwab Strategic Tr
2.3%
AMZNAmazon.com Inc
2.2%
QQQInvesco QQQ Tr
1.9%
SPYMSPDR Series Trust
1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 5.0% Trimmed −7%
IVV iShares Tr 4.4% Trimmed −3%
GOOG Alphabet Inc. 3.1% Trimmed −7%KO Coca-Cola Co 2.9% HeldAVTM American Centy ETF Tr 2.8% Held
SCHX Schwab Strategic Tr 2.3% Added +2%
AMZN Amazon.com Inc 2.2% HeldQQQ Invesco QQQ Tr 1.9% Trimmed −9%
SPYM SPDR Series Trust 1.7% Held
LLY ELI Lilly & Co 1.7% Trimmed −4%AAPL Apple Inc. 1.6% Trimmed −10%V Visa Inc. 1.6% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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