Fund HoldingsSHEETS SMITH WEALTH MANAGEMENT

Total Portfolio Value
$911.30M
Total Bought
$88.61M
Total Sold
$88.55M
Net Transaction
+$61.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0178,554+178,554014,3241.57%+14,324
SPDR SERIES TRUST
ST INTER BD ETF
0286,416+286,41609,6841.06%+9,684
ALPHABET INC(GOOG)105,304104,539-76525,64732,8043.60%+7,157
ELI LILLY & CO(LLY)015,002+15,002016,1221.77%+16,122
SPDR SERIES TRUST
ST STR PR SP1500
045,428+45,42803,7480.41%+3,748
VANGUARD INDEX FDS71,11874,641+3,52343,55146,8095.14%+3,258
INVESCO QQQ TR24,40127,735+3,33414,65017,0381.87%+2,388
PGIM ETF TR
PGIM ULTRA SH BD
133,868180,791+46,9236,6718,9650.98%+2,295
SPDR SERIES TRUST
ST STR BL 12 ETF
020,838+20,83802,0680.23%+2,068
SPDR SERIES TRUST
ST PORT HIGH ETF
081,005+81,00501,9170.21%+1,917
APPLE INC(AAPL)47,40251,236+3,83412,07013,9291.53%+1,859
FIRST CTZNS BANCSHARES INC D(FCNCA)2,4842,887+4034,4446,1960.68%+1,752
COHERENT CORP(COHR)28,23925,007-3,2323,0424,6160.51%+1,574
SCHWAB STRATEGIC TR666,614705,070+38,45617,55918,9732.08%+1,415
BLACKROCK ETF TRUST
ISHARES US LARG
041,642+41,64201,3190.14%+1,319
IQVIA HLDGS INC(IQV)47,34145,561-1,7808,99210,2701.13%+1,278
COCA COLA CO(KO)0330,760+330,760023,1232.54%+23,123
AMAZON COM INC(AMZN)091,880+91,880021,2082.33%+21,208
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
119,018136,846+17,8286,8467,9530.87%+1,108
SPDR SERIES TRUST
ST STR MSCI USAQ
06,322+6,32201,1010.12%+1,101
ISHARES TR
CORE DIV GRWTH
89,605103,131+13,5266,1007,1590.79%+1,059
ALPHABET INC(GOOG)16,06815,571-4973,9064,8740.53%+968
SSGA ACTIVE TR
ST STR BLACK ETF
029,207+29,20708310.09%+831
ULTA BEAUTY INC(ULTA)18,40217,959-44310,06110,8651.19%+804
SPDR SERIES TRUST
ST SHOR CORP ETF
025,703+25,70307760.09%+776
SPDR SERIES TRUST
ST STR R1K LOWV
04,384+4,38407700.08%+770
KAISER ALUMINUM CORP(KALU)05,489+5,48906300.07%+630
ABRDN SILVER ETF TRUST28,18127,404-7771,2531,8540.20%+600
ISHARES TR
CORE 1 5 YR USD
040,305+40,30501,9650.22%+1,965
SPDR SERIES TRUST
ST STR TIPS ETF
022,466+22,46605830.06%+583
ROADZEN INC0360,000+360,00008680.10%+868
SPDR SERIES TRUST
ST STR NYSE TECH
01,994+1,99405540.06%+554
ISHARES TR56,40955,901-50837,75438,2894.20%+534
ROYAL GOLD INC(RGLD)02,316+2,31605150.06%+515
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
09,328+9,32805040.06%+504
ATI INC(ATI)04,321+4,32104960.05%+496
MERCK & CO INC(MRK)021,177+21,17702,2290.24%+2,229
MP MATERIALS CORP(MP)09,474+9,47404790.05%+479
CITIZENS FINL GROUP INC(CFG)07,741+7,74104520.05%+452
ISHARES TR
CORE MSCI EAFE
016,992+16,99201,5200.17%+1,520
ISHARES INC
MSCI EMRG CHN
010,334+10,33407510.08%+751
VIKING HOLDINGS LTD(VIK)06,076+6,07604340.05%+434
SPDR GOLD TR(GLD)10,41110,41103,7014,1260.45%+425
MICRON TECHNOLOGY INC(MU)01,486+1,48604240.05%+424
ANAVEX LIFE SCIENCES CORP0117,696+117,69604190.05%+419
EXXON MOBIL CORP070,540+70,54008,4890.93%+8,489
ARTIVION INC(AORT)08,919+8,91904070.04%+407
SSGA ACTIVE TR
STATE STREET US
012,293+12,29303980.04%+398
HARBOR ETF TRUST
COMM ALL WEA ETF
026,516+26,51606580.07%+658
ADVANCED MICRO DEVICES INC(AMD)010,573+10,57302,2640.25%+2,264
INCYTE CORP(INCY)03,890+3,89003840.04%+384
SCHWAB STRATEGIC TR143,150154,447+11,2973,3333,7130.41%+380
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
01,259+1,25903780.04%+378
ARIS MNG CORP(ARIS)57,67157,962+2915659400.10%+375
VANECK ETF TRUST
URANI NUCLE ETF
02,968+2,96803690.04%+369
J P MORGAN EXCHANGE TRADED F
INCOME ETF
39,02346,882+7,8591,8112,1700.24%+359
TECHNIPFMC PLC(FTI)10,03916,677+6,6383967430.08%+347
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,217+2,21703430.04%+343
CENCORA INC014,435+14,43504,8750.53%+4,875
AMGEN INC(AMGN)017,655+17,65505,7790.63%+5,779
CAL MAINE FOODS INC(CALM)04,083+4,08303250.04%+325
PAN AMERN SILVER CORP(PAAS)24,76724,746-219591,2820.14%+323
TJX COS INC NEW(TJX)77,86875,368-2,50011,25511,5771.27%+322
ISHARES TR107,258110,864+3,6067,0007,3170.80%+317
ALBEMARLE CORP(ALB)02,234+2,23403160.03%+316
NVIDIA CORPORATION(NVDA)75,94477,593+1,64914,17014,4711.59%+301
CENTURY ALUM CO(CENX)9,34914,657+5,3082745740.06%+300
GORMAN RUPP CO(GRC)05,905+5,90502820.03%+282
SPDR INDEX SHS FDS
ST STR PO EX ETF
0143,229+143,22906,3610.70%+6,361
SPDR SERIES TRUST
ST STR SP600SM C
03,043+3,04302770.03%+277
PAYONEER GLOBAL INC(PAYO)048,695+48,69502740.03%+274
IES HLDGS INC(IESC)0695+69502700.03%+270
GE AEROSPACE(GE)03,954+3,95401,2180.13%+1,218
REGENERON PHARMACEUTICALS(REGN)01,297+1,29701,0010.11%+1,001
VANGUARD INDEX FDS03,811+3,81101,2780.14%+1,278
TAPESTRY INC(TPR)16,93616,937+11,9172,1640.24%+247
NEW GOLD INC CDA158,163158,553+3901,1361,3820.15%+246
VANECK ETF TRUST
CLO ETF
09,175+9,17504850.05%+485
COHEN & STEERS INFRASTRUCTUR(UTF)09,422+9,42202270.02%+227
GRAIL INC(GRAL)8,6608,565-955127330.08%+221
IDEX CORP(IEX)01,231+1,23102190.02%+219
GLOBAL X FDS
US INFR DEV ETF
04,485+4,48502140.02%+214
JOHNSON & JOHNSON(JNJ)010,481+10,48102,1690.24%+2,169
UL SOLUTIONS INC(ULS)06,917+6,91705450.06%+545
INTERNATIONAL BUSINESS MACHS(IBM)0695+69502060.02%+206
FIDELITY COVINGTON TRUST48,08450,833+2,7492,6792,8820.32%+203
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
053,312+53,31202,6970.30%+2,697
MAYVILLE ENGR CO INC038,975+38,97507300.08%+730
BARCLAYS PLC039,638+39,63801,0090.11%+1,009
F N B CORP(FNB)191,163191,255+923,0803,2700.36%+191
CARPENTER TECHNOLOGY CORP(CRS)02,794+2,79408800.10%+880
THERMO FISHER SCIENTIFIC INC(TMO)3,6063,339-2671,7491,9350.21%+186
WALMART INC(WMT)016,970+16,97001,8910.21%+1,891
ETFS GOLD TR(SGOL)59,10457,286-1,8182,1762,3530.26%+178
CANADIAN NATL RY CO(CNI)038,625+38,62503,8180.42%+3,818
ERO COPPER CORP(ERO)20,61420,856+2424175900.06%+173
VANGUARD BD INDEX FDS07,712+7,71205710.06%+571
CARDINAL HEALTH INC(CAH)03,898+3,89808010.09%+801
DYCOM INDS INC(DY)03,514+3,51401,1870.13%+1,187
PGIM ETF TR
AAA CLO ETF
017,105+17,10508770.10%+877
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