Sheets Smith Investment Management
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.7ptsvs SPY
Invested
$11.5M
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: Increased +102.2% (1.1k → 2.2k shares)
36.0%
02
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Q1 2026: Increased +100.1% (7.2k → 14.4k shares)
27.5%
03
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Q1 2026: Increased +92.2% (7.8k → 15.1k shares)
9.9%
04
$VWO
VANGUARD FTSE EMERGING MARKETS ETF
Q1 2026: Increased +102.8% (3.4k → 7.0k shares)
7.5%
05
$IAU
ISHARES GOLD TRUST
Q1 2026: Increased +99.4% (1.9k → 3.7k shares)
5.3%
06
$IYR
ISHARES U.S. REAL ESTATE ETF
Q1 2026: Increased +59.5% (1.2k → 2.0k shares)
4.9%
07
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Increased +102.7% (136.4k → 276.4k shares)
3.6%
08
$IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Held since at least Q1 2024
2.6%
09
$GQ9
SPDR GOLD SHARES
Q1 2026: Increased +101.5% (1.4k → 2.7k shares)
1.9%
10
$TIP
ISHARES TIPS BOND ETF
Q1 2026: Increased +131.9% (276 → 640 shares)
0.6%
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 09:09 UTC.