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Smith & Howard Wealth Management, LLC 13F holdings

Filed 2026-08-03 · Smith & Howard Wealth Management, LLC · 112 positions · $503.0M

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TickerCompanySharesValue% of portfolio
VCRBVANGUARD MALVERN FDS1.1M$87.9M17.5%
VTIVANGUARD INDEX FDS159.1K$58.9M11.7%
IEFAISHARES TR421.6K$40.7M8.1%
VTVVANGUARD INDEX FDS152.7K$33.3M6.6%
JMUBJ P MORGAN EXCHANGE TRADED F433.0K$21.9M4.4%
VUGVANGUARD INDEX FDS235.9K$20.3M4.0%
VEAVANGUARD TAX-MANAGED FDS257.7K$18.4M3.7%
VOVANGUARD INDEX FDS223.3K$18.0M3.6%
AGGISHARES TR161.3K$16.0M3.2%
ACWIISHARES INC185.6K$15.4M3.1%
SPYSTATE STR SPDR S&P 500 ETF T14.9K$11.2M2.2%
IWDISHARES TR44.2K$10.7M2.1%
VWOVANGUARD INTL EQUITY INDEX F175.1K$10.5M2.1%
VBVANGUARD INDEX FDS33.8K$10.2M2.0%
IWFISHARES TR78.9K$9.8M1.9%
MUBISHARES TR90.2K$9.7M1.9%
BNDVANGUARD BD INDEX FDS121.8K$8.9M1.8%
ACWXISHARES TR84.0K$6.4M1.3%
KOCOCA COLA CO76.1K$6.2M1.2%
IWMISHARES TR20.2K$6.1M1.2%
IWRISHARES TR53.3K$5.9M1.2%
EFAISHARES TR53.2K$5.5M1.1%
VXUSVANGUARD STAR FDS49.5K$4.2M0.8%
TPYPTORTOISE CAPITAL SERIES TRUS95.0K$4.0M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL7.9K$4.0M0.8%
SPYSTATE STR SPDR S&P 500 ETF T6.0K$3.8M0.8%
SPSMSPDR SERIES TRUST60.6K$3.5M0.7%
TLTISHARES TR30.0K$2.5M0.5%
—AMERICAN BEACON SELECT FUNDS85.9K$2.5M0.5%
AAPLAPPLE INC8.2K$2.4M0.5%
TLTISHARES TR25.0K$2.1M0.4%
MMITNEW YORK LIFE INVTS ACTIVE E84.9K$2.1M0.4%
VOOVANGUARD INDEX FDS3.0K$2.0M0.4%
NVDANVIDIA CORPORATION8.7K$1.7M0.3%
SPYSTATE STR SPDR S&P 500 ETF T2.5K$1.6M0.3%
PINSPINTEREST INC65.2K$1.4M0.3%
TLTISHARES TR15.0K$1.3M0.3%
SCHBSCHWAB STRATEGIC TR44.1K$1.3M0.3%
HDHOME DEPOT INC3.6K$1.3M0.3%
SUBISHARES TR11.9K$1.3M0.3%
JNJJOHNSON & JOHNSON5.0K$1.3M0.3%
VEUVANGUARD INTL EQUITY INDEX F14.5K$1.2M0.2%
VHTVANGUARD WORLD FD3.2K$957,4300.2%
TLTISHARES TR10.0K$950,0000.2%
GLDSPDR GOLD TR2.4K$890,0060.2%
XLKSELECT SECTOR SPDR TR4.3K$820,9510.2%
GOOGALPHABET INC2.2K$768,4930.2%
IWSISHARES TR4.6K$759,9580.2%
IJKISHARES TR6.4K$756,9550.2%
VUGVANGUARD INDEX FDS1.8K$756,0000.2%
MSFTMICROSOFT CORP1.8K$687,1040.1%
COSTCOSTCO WHOLESALE CORPORATION685$640,9950.1%
—ISHARES TR23.4K$640,3530.1%
IVVISHARES TR855$640,3010.1%
GOOGLALPHABET INC1.6K$580,0450.1%
JPMJPMORGAN CHASE & CO1.6K$536,7810.1%
EEMISHARES TR10.0K$500,0000.1%
PGPROCTER & GAMBLE CO3.3K$488,0880.1%
EEMISHARES TR7.0K$477,5890.1%
SDYSPDR SERIES TRUST3.1K$467,6490.1%
Top Fund Holdings
13F
Top Fund Holdings

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