Sheets Smith Wealth Management Portfolio Changes: Q2 2026 Insights

Sheets Smith Wealth Management's portfolio underwent significant changes during the second quarter of 2026. The firm adjusted its holdings across various sectors, reflecting strategic buying and selling activities.

The investor modified several core positions this quarter. Notably, they increased exposure to large-cap growth stocks like VOO and IVV by adding shares, while reducing allocations in other established equity holdings such as GOOG and KO. These adjustments suggest a continued focus on broad market diversification through index funds.

In the Healthcare sector, Sheets Smith made several notable moves. They significantly reduced their position in AVXL (-39.51%), IBRX (-7.15%), FCBC (-88.92%) and AUR (-48.18%). Conversely, they increased holdings in VTRS by 100% (portfolio_percentage_allocation change from prior period data). These actions indicate a selective approach within healthcare.

Financial Services saw mixed activity. The investor notably added shares to VO (+303.64%) and PIM (+5.91%), suggesting confidence in this area's prospects despite reducing FCBC significantly (-88.92%). They also decreased their position in SCHX, though the change was minimal.

Consumer Cyclical stocks experienced notable shifts as well. Sheets Smith sold shares of KO (-3.96%) but increased holdings in LOW by 150.27%. This indicates a nuanced view within this sector.

The investor also initiated new positions or adjusted existing ones with ETFs and other trusts like SCHX, SUB, LVHI, SCHO, and QDVT (assuming typo corrected from 'QDVT' in significant buys list). They exited positions in AVXL, FCBC, IBRX, AUR, and others. The overall portfolio now includes 394 holdings with a top five concentration of 17.29%.