Smith & Howard Wealth Management
$486M 13F equity value
95 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Smith & Howard Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 1,138,506 | $88M | 18.1% |
| VTI | VANGUARD INDEX FDS | 159,097 | $59M | 12.1% |
| IEFA | ISHARES TR | 421,643 | $41M | 8.4% |
| VTV | VANGUARD INDEX FDS | 152,708 | $33M | 6.8% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 432,992 | $22M | 4.5% |
| VUG | VANGUARD INDEX FDS | 235,899 | $20M | 4.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 257,741 | $18M | 3.8% |
| VO | VANGUARD INDEX FDS | 223,338 | $18M | 3.7% |
| AGG | ISHARES TR | 161,324 | $16M | 3.3% |
| IEMG | ISHARES INC | 185,618 | $15M | 3.2% |
Track Smith & Howard Wealth Management's 13F portfolio: $486M in reported holdings, 95 positions. Top holdings and quarterly changes on SentiSense.
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