Managers / Q4 2019 · view latest →
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436 · 120 CLUB OAKS COURT, SUITE 200, WINSTON-SALEM, NC, 27104 · 336-765-2020
Reported Value
$523M
Q4 2019
Positions
312
Filings on Record
31
2019–present window
Filed
Jan 24, 2020
original filing
Summary
Sheets Smith Wealth Management reported $523M in U.S.-listed holdings across 312 positions for Q4 2019.
Its largest position, VCSH, represents 3.0% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $888M | 393 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $911M | 393 | Jan 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $884M | 397 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $855M | 397 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $805M | 356 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $819M | 375 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $818M | 374 | Nov 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $836M | 377 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $893M | 379 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $703M | 353 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $657M | 485 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $684M | 328 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $655M | 318 | May 26, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $599M | 300 | Nov 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $608M | 303 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $725M | 352 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $806M | 373 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $737M | 365 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $742M | 359 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $680M | 330 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $661M | 332 | Jan 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $575M | 295 | Oct 26, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $500M | 258 | Jul 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $477M | 271 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $523M | 312 | Jan 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $486M | 292 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $487M | 312 | Jul 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $462M | 313 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $371M | 274 | Jan 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.