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Disclosed positions
SHEETS SMITH WEALTH MANAGEMENT: source evidence dated 2026-07-14T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $49,942,313
- Reported amount
- 72,716
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-012106Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $49,942,313 | 72,716 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $42,589,699 | 56,870 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $33,267,840 | 94,155 | SH | None |
| AMERICAN CENTY ETF TR | AVTM | AVAN TOTA EQ ETF | $26,400,574 | 484,908 | SH | None |
| COCA COLA CO | KO | COM | $25,826,861 | 317,791 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $21,322,219 | 724,506 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $20,319,416 | 27,593 | SH | None |
| AMAZON COM INC | AMZN | COM | $19,990,052 | 83,872 | SH | None |
| ELI LILLY & CO | LLY | COM | $17,108,592 | 14,264 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $15,968,336 | 181,706 | SH | None |
| VISA INC | V | COM CL A | $15,899,807 | 46,343 | SH | None |
| APPLE INC | AAPL | COM | $14,930,190 | 51,597 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $13,761,901 | 68,779 | SH | None |
| TJX COS INC NEW | TJX | COM | $10,391,739 | 68,592 | SH | None |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $9,999,481 | 201,806 | SH | None |
| ECOLAB INC | ECL | COM | $9,997,084 | 35,882 | SH | None |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $9,796,071 | 292,770 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $9,755,115 | 71,351 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $9,147,893 | 120,701 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $8,867,695 | 144,284 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,790,894 | 114,005 | SH | None |
| PUBLIC STORAGE | PSA | COM | $8,470,229 | 26,610 | SH | None |
| COHERENT CORP | COHR | COM | $8,279,136 | 20,988 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $8,149,147 | 281,393 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $8,098,231 | 76,061 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $7,676,218 | 23,451 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $7,606,246 | 239,869 | SH | None |
| SIMON PPTY GROUP INC NEW | SPG | COM | $7,439,494 | 33,264 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $7,385,079 | 146,558 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $7,357,818 | 38,080 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $7,334,613 | 199,527 | SH | None |
| MASTEC INC | MTZ | COM | $7,291,452 | 17,525 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $7,066,821 | 77,837 | SH | None |
| WW GRAINGER INC | GWW | COM | $7,046,872 | 5,180 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $6,779,819 | 19,881 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $6,757,904 | 41,139 | SH | None |
| FIRST CTZNS BANCSHARES INC D | FCNCA | CL A | $6,679,336 | 3,210 | SH | None |
| PEPSICO INC | PEP | COM | $6,421,581 | 47,427 | SH | None |
| TRACTOR SUPPLY CO | TSCO | COM | $6,241,426 | 197,451 | SH | None |
| AMGEN INC | AMGN | COM | $6,239,834 | 17,231 | SH | None |
| WP CAREY INC | WPC | COM | $5,935,215 | 83,010 | SH | None |
| ULTA BEAUTY INC | ULTA | COM | $5,724,740 | 12,694 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $5,699,545 | 15,578 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $5,611,602 | 37,837 | SH | None |
| COPART INC | CPRT | COM | $5,611,586 | 199,063 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,603,725 | 15,023 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $5,557,026 | 23,485 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,492,590 | 15,369 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $5,153,739 | 71,421 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,964,034 | 61,611 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.