Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2024 data
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

•CIK: 1007399•Filing: Q1 2024

**WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC** manages $3.6B across a diversified portfolio of 528 positions. The fund exhibits significant concentration in broad market equity exposure, notably holding VOO at $331.0M, followed by IWF ($191.2M) and IVV ($184.0M). Top holdings also include VTV ($96.6M) and VO ($90.5M), indicating a core focus on established, large-cap indices. This structure suggests a systematic, index-tilted approach to capturing broad market beta.

Total AUM
$3.6B
QoQ Performance
+9.2%
Positions
376
Top 10 Concentration
37.1%
Latest Filing
Q1 2024

Top Holdings Allocation

VOO
IWF
IVV
VOO9.3%
IWF5.4%
IVV5.1%
VTV2.7%
VO2.5%
SPDW2.5%
NSC2.1%
GOVT2.0%

📈 Biggest Buys

SPHY
SPDR SER TR
NEW
0.9% of portfolio
HYLB
DBX ETF TR
+38.2%
1.6% of portfolio
BSCU
INVESCO EXCH TRD SLF IDX FD
+66.4%
1.1% of portfolio
JAAA
JANUS DETROIT STR TR
NEW
0.4% of portfolio
WMT
WALMART INC
+203.1%
0.5% of portfolio

📉 Biggest Sells

BKLN
INVESCO EXCH TRADED FD TR II
-38.4%
0.6% of portfolio
CSCO
CISCO SYS INC
-70.0%
0.1% of portfolio
BSCQ
INVESCO EXCH TRD SLF IDX FD
-57.2%
0.2% of portfolio
BIL
SPDR SER TR
-38.5%
0.3% of portfolio
IEI
ISHARES TR
-40.5%
0.2% of portfolio

Sector Breakdown

Other63.3%
ETF15.5%
Technology8.6%
Consumer2.9%
Financial2.8%
Healthcare2.8%
Industrial2.2%
Consumer Staples0.8%

🚪 Exited Positionssold since Q4 2023

SPLKCHF
SPLUNK INC
SOLD
$14.1M
NOC
NORTHROP GRUMMAN CORP
SOLD
$2.0M
4I1
PHILIP MORRIS INTL INC
SOLD
$1.7M
IBDP
ISHARES TR
SOLD
$1.5M
VIG
VANGUARD SPECIALIZED FUNDS
SOLD
$1.4M
+316 more exited positions

Changes from Q4 2023

NEW4 new positions
↑96 increased
↓92 decreased

Historical Filings

Q1 2024Q4 2023

📌 Top Holdings

VOO9.3%
VANGUARD INDEX FDS
$331.0M
IWF5.4%
ISHARES TR
$191.2M
IVV5.1%
ISHARES TR
$184.0M
VTV2.7%
VANGUARD INDEX FDS
$96.6M
VO2.5%
VANGUARD INDEX FDS
$90.5M

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