Sheets Smith Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 386 individual positions.
The largest position in the portfolio is Enterprise Products Partners L.P., which the firm holds 6,594,153 shares. Other significant holdings include Coca-Cola Company (27,355,515 shares), Costco Wholesale Corporation (3,968,898 shares), and Copart Inc. (5,425,092 shares). The firm also holds substantial stakes in public companies such as Visa Inc. Class A (15,506,973 shares), Amazon.com Inc. (20,768,397 shares), and Microsoft Corporation (6,911,672 shares).
In addition to individual stocks, the portfolio includes a variety of exchange-traded funds (ETFs). Major holdings in this category include the Vanguard S&P 500 ETF Shares (47,435,535 shares), the Invesco QQQ Trust Unit Series 1 (18,560,893 shares), and the SPDR S&P 500 ETF Trust (2,876,796 shares). The firm also holds various sector-specific ETFs, including the SPDR Series Trust Select Sector Healthcare ETF, the iShares Gold Trust, and the iShares Core S&P 500 ETF.
The filing lists Allison Hewett as the Chief Compliance Officer responsible for the report.
