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Allison Hewett

Sheets Smith Wealth Management

Assets Managed
$1B
Holdings
408
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.6%(2Q avg: 5.05%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sheets Smith Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 408 positions.

Assets under management

The assets under management (AUM) of Sheets Smith Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1B in assets, with a quarterly growth rate of 12.6% and a 2-quarter average growth rate of 5.05%. The portfolio is managed by Allison Hewett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.19%
5%
$49.942M
72,716 shares@ $686.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.39%
4.26%
$42.59M
56,870 shares@ $748.9 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.47%
3.33%
$33.268M
94,155 shares@ $353.34 avg price
AVTM
Avantis Total Equity Etf
Recent Activity
New Position
2.64%
$26.401M
484,908 shares@ $54.45 avg price
KO
Coca-cola Co The
Recent Activity
Decreased -3.95%
2.59%
$25.827M
317,791 shares@ $81.27 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.02%
2.14%
$21.322M
724,506 shares@ $29.44 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.22%
2.04%
$20.319M
27,593 shares@ $736.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.02%
2%
$19.99M
83,872 shares@ $238.34 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -1.04%
1.72%
$17.109M
14,264 shares@ $1199.43 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.36%
1.6%
$15.968M
181,706 shares@ $87.89 avg price

1-10 of 408