Sheets Smith Wealth Management
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$888.5M
Holdings
392
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +5.0% (71.1k → 74.6k shares)
5.0%
02
$IVV
ISHARES TR
Q1 2026: Increased +1.3% (55.9k → 56.7k shares)
4.2%
03
$GOOG
ALPHABET INC
Q1 2026: Sold 8.6% (104.5k → 95.6k shares)
3.1%
04
$KO
COCA COLA CO
Q4 2024: New position (330.6k shares)
2.8%
05
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Increased +2.8% (705.1k → 724.4k shares)
2.1%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 8.7% (91.9k → 83.9k shares)
2.0%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +13.7% (24.4k → 27.7k shares)
1.8%
08
$V
VISA INC
Q1 2026: Sold 11.0% (52.1k → 46.3k shares)
1.6%
09
$SPYM
SPDR SERIES TRUST
Q1 2026: Increased +2.1% (178.6k → 182.4k shares)
1.6%
10
$LLY
ELI LILLY & CO
Q1 2026: Sold 3.9% (15.0k → 14.4k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:11 UTC.