Sheets Smith Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Sheets Smith Wealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54M	Buy	53,917 +1,055	+2%	+$31.2K	0.16%	128
2026 Q2	$1.55M	Buy	52,862 +1,057	+2%	+$31.4K	0.15%	137
2026 Q1	$1.49M	Buy	51,805 +500	+1%	+$14.5K	0.17%	127
2025 Q4	$1.41M	Buy	51,305 +6,190	+14%	+$177K	0.15%	132
2025 Q3	$1.26M	Hold	45,115	–	–	0.14%	145
2025 Q2	$1.18M	Buy	+45,115	New	+$1.13M	0.14%	143

Other funds holding ALLW

CPW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Sheets Smith Wealth Management's ALLW Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 2% in Q3 2026, buying an estimated $31.2K and bringing the position to 53,917 shares worth $1.54M. The position accounts for 0.16% of the portfolio, ranked #128.

Sheets Smith Wealth Management first reported a position in ALLW in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2026. 22 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

Sheets Smith Wealth Management held 53,917 shares of State Street Bridgewater All Weather ETF worth $1.54M as of Q3 2026.
Sheets Smith Wealth Management bought 1,055 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $31.2K.
State Street Bridgewater All Weather ETF made up 0.16% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #128 holding.
Sheets Smith Wealth Management first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 6 quarters since.
Sheets Smith Wealth Management's State Street Bridgewater All Weather ETF position peaked at $1.55M in Q2 2026.
22 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.