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CIK: 0001543991
Total reported value
$503.0M
$503.0M
81 檔
43.4%
At the close of Q4 2025, Smith & Howard Wealth Management, LLC disclosed equity holdings valued at approximately $503.0M, spread across 81 reported holdings.
During Q4 2025, Smith & Howard Wealth Management, LLC performed routine portfolio adjustments (4 new buys, 14 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | ETF-Other | 17.84% | -0.74% | +8.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.02% | +0.61% | -5.02% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.26% | -0.01% | +1.04% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.16% | +0.17% | -0.50% | |
| 5 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.80% | -0.49% | +4.91% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.95% | +0.44% | -0.25% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.47% | +0.04% | -0.32% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.22% | +0.30% | +11.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.96% | +0.37% | -3.83% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.91% | +0.18% | -13.42% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | -0.48% | +10.33% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.70% | -0.04% | -11.15% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.22% | -0.24% | +2.82% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.20% | -0.32% | -0.43% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.12% | -0.02% | -7.72% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.06% | +0.10% | +0.14% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.91% | +0.12% | -0.48% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.81% | -0.18% | +68.57% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.28% | +0.01% | -3.72% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.25% | -0.14% | +2.71% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.24% | +0.10% | -10.89% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | -0.02% | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.05% | +0.06% | +5.92% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.03% | -3.84% | |
| 25 | TPYP | Tortoise North American Pipe | ETF-Other | 0.91% | -0.07% | +7.94% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.81% | +0.02% | +4.45% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.59% | -0.03% | -3.29% | |
| 28 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.55% | -0.03% | -0.47% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +13.27% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | +0.71% | |
| 31 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.33% | +0.04% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.02% | -2.95% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.05% | -19.61% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | — | -3.29% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.05% | -4.50% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.03% | — | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.24% | — | -4.05% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.08% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | -8.67% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.21% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.01% | -7.68% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.15% | — | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.14% | +0.01% | -1.04% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.03% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.04% | +100.00% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -7.97% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.01% | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.02% | +0.26% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.01% | -7.27% |
According to official SEC Form 13F filings, Smith & Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $503.0M across 81 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VCRB, VTI, IEFA) accounted for 43.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOOG
市值: $294.8K
Top Position Liquidated / Trimmed
VTI
前期市值: $55.1M
During Q4 2025, Smith & Howard Wealth Management, LLC's top holdings by market value included VCRB (17.8%)、VTI (12.0%)、IEFA (8.3%). The largest single position, VCRB, represented 17.8% of total portfolio value.
In Q4 2025, Smith & Howard Wealth Management, LLC made 41 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 23 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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