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Portfolio (Quarterly) Guide ↗

SHEETS SMITH WEALTH MANAGEMENT

· CIK 0001157436
13F Portfolio $911M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 393 New
Page 19 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MPWR MONOLITHIC PWR SYS INC Technology 301.0 $273K 0.03% NEW $906.36 +64.0%
362 DE DEERE & CO Industrials 583.0 $272K 0.03% NEW $465.89 +21.2%
363 BCD ABRDN ETFS 8,752.0 $271K 0.03% NEW $30.96 +23.2%
364 IESC IES HLDGS INC Industrials 695.0 $270K 0.03% NEW $389.02 +68.2%
365 QDF FLEXSHARES TR 3,300.0 $267K 0.03% NEW $80.81 +7.8%
366 MAR MARRIOTT INTL INC NEW Consumer Cyclical 845.0 $262K 0.03% NEW $310.33 +15.7%
367 PRFZ INVESCO EXCHANGE TRADED FD T 5,670.0 $260K 0.03% NEW $45.89 +7.3%
368 PM PHILIP MORRIS INTL INC Consumer Defensive 1,590.0 $255K 0.03% NEW $160.45 +19.4%
369 VDC VANGUARD WORLD FD 1,200.0 $253K 0.03% NEW $211.24 +11.1%
370 PRU PRUDENTIAL FINL INC Financial Services 2,219.0 $250K 0.03% NEW $112.88 -8.8%
371 VRIG INVESCO ACTIVELY MANAGED EXC 9,725.0 $244K 0.03% NEW $25.10 -0.2%
372 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 13,243.0 $240K 0.03% NEW $18.15 -15.6%
373 FTSM FIRST TR EXCHANGE-TRADED FD 4,000.0 $240K 0.03% NEW $59.93 -0.1%
374 ITW ILLINOIS TOOL WKS INC Industrials 934.0 $230K 0.03% NEW $246.18 +1.3%
375 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 9,422.0 $227K 0.03% NEW $24.11 +10.5%
376 PRVA PRIVIA HEALTH GROUP INC Healthcare 9,497.0 $225K 0.03% NEW $23.71 -0.1%
377 DFAC DIMENSIONAL ETF TRUST 5,649.0 $224K 0.03% NEW $39.59 +7.8%
378 VFH VANGUARD WORLD FD 1,666.0 $222K 0.02% NEW $133.51 -6.2%
379 IEX IDEX CORP Industrials 1,231.0 $219K 0.02% NEW $177.94 +17.2%
380 PAVE GLOBAL X FDS 4,485.0 $214K 0.02% NEW $47.79 +12.5%
Page 19 of 20  ·  393 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 18.3%
Technology 16.0%
Consumer Cyclical 15.5%
Industrials 11.2%
Healthcare 9.4%
Communication Services 8.4%
Consumer Defensive 7.9%
Real Estate 4.2%
Basic Materials 3.8%
Energy 3.8%