account_balance
Investment manager · 13F filer · SEC CIK 944317
Smith Shellnut Wilson LLC
Reported value$262Mas of Sep 30, 2026
Positions155 6 new, 12 sold out
Top 10 weight44.2%IVV alone is 9%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.8%
ITOTiShares Tr
6.7%Added +9%
QQQInvesco QQQ Tr
5.7%Trimmed −6%
VOOVanguard Index FDS
4.1%Trimmed −4%
AAPLApple Inc.
3.7%Trimmed −3%
NOBLProshares Tr
3.5%Trimmed −6%
ORCLOracle Corp
3.4%
IJHiShares Tr
3.2%
STXSeagate Technology Holdings PLC
3.0%
JNJJohnson & Johnson
2.3%
QQQMInvesco Exch Traded Fd Tr II
2.3%Trimmed −3%
FTECFidelity Covington Trust
2.2%
IVViShares Tr
8.8%
ITOTiShares Tr
6.7%Added +9%
QQQInvesco QQQ Tr
5.7%Trimmed −6%
VOOVanguard Index FDS
4.1%−4%
AAPLApple Inc.
3.7%−3%
NOBLProshares Tr
3.5%
ORCLOracle Corp
3.4%
IJHiShares Tr
3.2%
STXSeagate Technology Holdings PLC
3.0%
JNJ2.3%QQQM
FTEC
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
IVV iShares Tr 8.8% Held
ITOT iShares Tr 6.7% Added +9%
QQQ Invesco QQQ Tr 5.7% Trimmed −6%
VOO Vanguard Index FDS 4.1% Trimmed −4%
AAPL Apple Inc. 3.7% Trimmed −3%NOBL Proshares Tr 3.5% Trimmed −6%
ORCL Oracle Corp 3.4% HeldIJH iShares Tr 3.2% Held
STX Seagate Technology Holdings PLC 3.0% HeldJNJ Johnson & Johnson 2.3% HeldQQQM Invesco Exch Traded Fd Tr II 2.3% Trimmed −3%
FTEC Fidelity Covington Trust 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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