SMITH SHELLNUT WILSON LLC /ADV

Ridgeland, MS · CIK 944317 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 1995 · limited liability company

Assets managed$6.9bn
Staff16 · 14 in investment roles
Main clients (by assets)Banks 79%, State and local governments 6%, High net worth individuals 6%
Websitessw1776.com
Form ADV · 2026-09-09SEC adviser record

Kindinstitutions
Others nearbyRidgeland, MS

$267.9m reported value +16.9% vs Q1 2026

161positions

43.7%in top 10

19 new 32 added 40 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	30,602	$22.9m8.56%	8.56%	Added +21	+21 0.1%
2	ISHARES TR CORE S&P TTL STK ITOT	ITOT	96,560	$15.9m5.92%	5.92%	Added +2.6k	+2,575 2.7%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	21,320	$15.7m5.86%	5.86%	Reduced -120	-120 -0.6%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	16,037	$11.0m4.11%	4.11%	Reduced -564	-564 -3.4%
5	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	178,493	$10.0m3.74%	3.74%	Reduced -979	-979 -0.6%
6	ORACLE CORP COM ORCL	ORCL	64,246	$9.4m3.51%	3.51%	Reduced -744	-744 -1.1%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	116,017	$8.9m3.34%	3.34%	Reduced -5.1k	-5,053 -4.2%
8	APPLE INC COM AAPL	AAPL	30,331	$8.8m3.28%	3.28%	Added +50	+50 0.2%
9	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	8,441	$8.1m3.04%	3.04%	Reduced -2	-2 -0.0%
10	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	20,298	$6.1m2.30%	2.30%	Added +281	+281 1.4%
11	JOHNSON & JOHNSON COM JNJ	JNJ	22,836	$5.8m2.17%	2.17%	Unchanged
12	ISHARES TR CORE S&P SCP ETF IJR	IJR	38,617	$5.7m2.14%	2.14%	Added +3.1k	+3,066 8.6%
13	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	18,617	$5.3m1.98%	1.98%	Added +400	+400 2.2%
14	ISHARES TR CORE US AGGBD ET AGG	AGG	53,142	$5.3m1.96%	1.96%	Added +3.0k	+3,002 6.0%
15	ISHARES TR CORE MSCI EAFE IEFA	IEFA	54,113	$5.2m1.95%	1.95%	Reduced -4.5k	-4,509 -7.7%
16	STERLING INFRASTRUCTURE INC COM STRL	STRL	4,907	$4.1m1.54%	1.54%	Unchanged
17	NVIDIA CORPORATION COM NVDA	NVDA	19,364	$3.9m1.45%	1.45%	Reduced -726	-726 -3.6%
18	MICROSOFT CORP COM MSFT	MSFT	10,152	$3.8m1.41%	1.41%	Reduced -129	-129 -1.2%
19	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	51,546	$3.2m1.18%	1.18%	Added +4.1k	+4,133 8.7%
20	BANK AMERICA CORP COM BAC	BAC	52,070	$3.0m1.11%	1.11%	Unchanged
21	ALPHABET INC CAP STK CL C GOOG	GOOG	8,030	$2.8m1.06%	1.06%	Reduced -275	-275 -3.3%
22	LOWES COS INC COM LOW	LOW	12,736	$2.8m1.05%	1.05%	Unchanged
23	ISHARES TR SELECT DIVID ETF DVY	DVY	17,677	$2.8m1.03%	1.03%	Unchanged
24	PEPSICO INC COM PEP	PEP	20,115	$2.7m1.02%	1.02%	Reduced -187	-187 -0.9%
25	ISHARES TR S&P MC 400GR ETF IJK	IJK	22,689	$2.7m1.00%	1.00%	Reduced -55	-55 -0.2%
26	ISHARES TR PFD AND INCM SEC PFF	PFF	86,449	$2.6m0.98%	0.98%	Reduced -588	-588 -0.7%
27	WELLS FARGO CO NEW COM WFC	WFC	30,106	$2.5m0.93%	0.93%	Unchanged
28	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	53,520	$2.3m0.86%	0.86%	Added +5.6k	+5,595 11.7%
29	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	15,555	$2.3m0.86%	0.86%	Reduced -83	-83 -0.5%
30	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	13,635	$2.2m0.82%	0.82%	Added +992	+992 7.8%
31	AFLAC INC COM AFL	AFL	18,399	$2.2m0.81%	0.81%	Unchanged
32	AMAZON COM INC COM AMZN	AMZN	8,525	$2.0m0.76%	0.76%	Added +860	+860 11.2%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,431	$1.9m0.72%	0.72%	Reduced -290	-290 -5.1%
34	COCA COLA CO COM KO	KO	23,526	$1.9m0.71%	0.71%	Reduced -234	-234 -1.0%
35	BUSINESS FIRST BANCSHARES IN COM BFST	BFST	61,136	$1.9m0.70%	0.70%	Unchanged
36	RENASANT CORP COM RNST	RNST	42,799	$1.8m0.68%	0.68%	Added +436	+436 1.0%
37	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	22,243	$1.7m0.64%	0.64%	Reduced -91	-91 -0.4%
38	BROADCOM INC COM AVGO	AVGO	4,299	$1.6m0.61%	0.61%	Unchanged
39	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	15,744	$1.6m0.59%	0.59%	Added +724	+724 4.8%
40	ISHARES TR MSCI USA QUALITY · principal GARP · principal	GARP	16,189	$1.3m0.50%	0.50%	Added +2.2k	+2,240 16.1%
41	FEDEX CORP COM FDX	FDX	4,246	$1.3m0.50%	0.50%	Reduced -72	-72 -1.7%
42	CATERPILLAR INC COM CAT	CAT	1,206	$1.3m0.48%	0.48%	Unchanged
43	REGIONS FINANCIAL CORP NEW COM RF	RF	42,215	$1.3m0.48%	0.48%	Unchanged
44	SPDR GOLD TR GOLD SHS GLD	GLD	3,272	$1.2m0.45%	0.45%	Reduced -204	-204 -5.9%
45	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	602	$1.2m0.45%	0.45%	Unchanged
46	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	26,634	$1.2m0.44%	0.44%	Unchanged
47	GE VERNOVA INC COM GEV	GEV	980	$1.2m0.43%	0.43%	Reduced -1	-1 -0.1%
48	MCDONALDS CORP COM MCD	MCD	4,226	$1.1m0.43%	0.43%	Reduced -443	-443 -9.5%
49	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	28,172	$1.1m0.42%	0.42%	Added +44	+44 0.2%
50	EXXON MOBIL CORP COM XOM	XOM	8,125	$1.1m0.41%	0.41%	Reduced -436	-436 -5.1%
51	WALMART INC COM WMT	WMT	9,510	$1.1m0.40%	0.40%	Unchanged
52	PHILIP MORRIS INTL INC COM PM	PM	5,904	$1.1m0.40%	0.40%	Reduced -83	-83 -1.4%
53	FIDELITY COVINGTON TRUST FUNDAMENTAL LARG FFLC	FFLC	18,056	$1.1m0.40%	0.40%	Added +3.8k	+3,849 27.1%
54	ISHARES TR S&P 100 ETF OEF	OEF	2,887	$1.1m0.39%	0.39%	Added +503	+503 21.1%
55	LUMENTUM HLDGS INC COM LITE	LITE	1,230	$1.1m0.39%	0.39%	Unchanged
56	JPMORGAN CHASE & CO COM JPM	JPM	3,150	$1.0m0.38%	0.38%	Unchanged
57	PROCTER AND GAMBLE CO COM PG	PG	6,734	$987.5k0.37%	0.37%	Added +171	+171 2.6%
58	HENRY JACK & ASSOC INC COM JKHY	JKHY	6,930	$954.5k0.36%	0.36%	Unchanged
59	COSTCO WHSL CORP NEW COM COST	COST	974	$911.1k0.34%	0.34%	Reduced -51	-51 -5.0%
60	ENOVA INTL INC COM ENVA	ENVA	3,771	$907.8k0.34%	0.34%	Unchanged
61	META PLATFORMS INC CL A META	META	1,502	$846.1k0.32%	0.32%	Reduced -305	-305 -16.9%
62	GRAINGER W W INC COM GWW	GWW	614	$835.3k0.31%	0.31%	Added +2	+2 0.3%
63	ABBVIE INC COM ABBV	ABBV	3,049	$767.2k0.29%	0.29%	Reduced -292	-292 -8.7%
64	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,550	$766.1k0.29%	0.29%	Unchanged
65	J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF JPEF	JPEF	9,450	$759.1k0.28%	0.28%	Added +1.7k	+1,729 22.4%
66	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,628	$739.0k0.28%	0.28%	Unchanged
67	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	21,549	$729.2k0.27%	0.27%	Added +4.2k	+4,162 23.9%
68	MICRON TECHNOLOGY INC COM MU	MU	607	$700.7k0.26%	0.26%	New
69	VISA INC COM CL A V	V	1,991	$683.1k0.25%	0.25%	Added +117	+117 6.2%
70	EA SERIES TRUST BRIDGEWAY BLUE BBLU	BBLU	39,838	$657.3k0.25%	0.25%	Added +10.1k	+10,128 34.1%
71	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	867	$647.5k0.24%	0.24%	Reduced -225	-225 -20.6%
72	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	6,550	$631.6k0.24%	0.24%	Unchanged
73	ONTO INNOVATION INC COM ONTO	ONTO	1,667	$630.9k0.24%	0.24%	Unchanged
74	CINTAS CORP COM CTAS	CTAS	3,648	$620.5k0.23%	0.23%	Added +38	+38 1.1%
75	ISHARES TR RUS TP200 GR ETF IWY	IWY	2,090	$607.4k0.23%	0.23%	Added +509	+509 32.2%
76	STONEX GROUP INC COM SNEX	SNEX	4,966	$588.5k0.22%	0.22%	Reduced -1.3k	-1,253 -20.1%
77	ALTRIA GROUP INC COM MO	MO	8,121	$584.3k0.22%	0.22%	Unchanged
78	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	12,924	$583.0k0.22%	0.22%	Unchanged
79	ADVANCED MICRO DEVICES INC COM AMD	AMD	987	$573.4k0.21%	0.21%	New
80	MERCK & CO INC COM MRK	MRK	4,435	$569.9k0.21%	0.21%	Unchanged
81	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,128	$544.9k0.20%	0.20%	Added +475	+475 5.5%
82	CARDINAL HEALTH INC COM CAH	CAH	2,239	$531.9k0.20%	0.20%	Unchanged
83	TESLA INC COM TSLA	TSLA	1,245	$523.6k0.20%	0.20%	Unchanged
84	LINDE PLC SHS LIN	LIN	989	$513.2k0.19%	0.19%	Unchanged
85	MEDPACE HLDGS INC COM MEDP	MEDP	963	$510.0k0.19%	0.19%	Unchanged
86	QUALCOMM INC COM QCOM	QCOM	2,529	$467.3k0.17%	0.17%	Unchanged
87	HANCOCK WHITNEY CORPORATION COM HWC	HWC	6,139	$458.7k0.17%	0.17%	Unchanged
88	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,046	$458.2k0.17%	0.17%	Unchanged
89	SYSCO CORP COM SYY	SYY	5,440	$454.7k0.17%	0.17%	Reduced -247	-247 -4.3%
90	3M CO COM MMM	MMM	2,791	$451.9k0.17%	0.17%	Unchanged
91	GOLDMAN SACHS GROUP INC COM GS	GS	443	$448.0k0.17%	0.17%	Unchanged
92	CHEVRON CORP NEW COM CVX	CVX	2,649	$439.1k0.16%	0.16%	Unchanged
93	ENTERGY CORP NEW COM ETR	ETR	3,752	$431.0k0.16%	0.16%	Unchanged
94	CORCEPT THERAPEUTICS INC COM CORT	CORT	4,819	$419.0k0.16%	0.16%	New
95	FIDELITY COVINGTON TRUST ENHANCED LARGE FELC	FELC	9,820	$411.6k0.15%	0.15%	Added +2.6k	+2,619 36.4%
96	KKR & CO INC COM KKR	KKR	4,478	$411.0k0.15%	0.15%	Unchanged
97	CINCINNATI FINL CORP COM CINF	CINF	2,210	$409.2k0.15%	0.15%	Unchanged
98	DOVER CORP COM DOV	DOV	1,820	$408.2k0.15%	0.15%	Unchanged
99	NUCOR CORP COM NUE	NUE	1,832	$408.1k0.15%	0.15%	Unchanged
100	ILLINOIS TOOL WKS INC COM ITW	ITW	1,496	$404.6k0.15%	0.15%	Reduced -105	-105 -6.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CLOROX CO DEL CLX	CLX	2,964	$307.2k3.0k shares
NEXTERA ENERGY INC NEE	NEE	2,163	$200.9k2.2k shares
ALLIANCEBERNSTEIN GLOBAL HIG XAWFX	XAWFX	10,522	$107.0k10.5k shares