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CIK: 0001543991
Total reported value
$503.0M
$503.0M
88 檔
44.8%
During the Q1 2026 filing period, Smith & Howard Wealth Management, LLC (CIK: 0001543991) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $503.0M across 88 reported positions.
In Q1 2026, Smith & Howard Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | ETF-Other | 18.22% | -0.74% | +6.88% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.09% | +0.61% | +0.20% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.11% | -0.01% | +0.87% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.45% | +0.17% | +6.06% | |
| 5 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.85% | -0.49% | +6.15% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.99% | -0.48% | +48.95% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.75% | +0.44% | +10.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.61% | +0.04% | +5.45% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.35% | +0.30% | +9.36% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.88% | +0.18% | -0.77% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.80% | +0.37% | -0.70% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.17% | -0.24% | +2.34% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.10% | -0.02% | +2.89% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.10% | -0.32% | -0.07% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.09% | +0.10% | +3.74% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 2.07% | -0.04% | -21.51% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.83% | +0.12% | +10.45% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.62% | -0.18% | -6.21% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.31% | -0.14% | +9.03% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.26% | +0.01% | +0.42% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.25% | -0.02% | -2.81% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.15% | +0.06% | +13.52% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.11% | +0.10% | -7.44% | |
| 24 | TPYP | Tortoise North American Pipe | ETF-Other | 0.86% | -0.07% | -17.63% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.03% | -1.39% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.82% | +0.02% | +2.68% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.63% | +0.07% | +1129.52% | |
| 28 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.52% | -0.03% | -6.84% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.03% | -4.49% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | -0.50% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | +2.34% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.30% | -0.05% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.05% | +0.49% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.02% | -7.07% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.08% | +9.10% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.25% | — | — | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.24% | — | -0.95% | |
| 38 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.23% | +0.04% | — | |
| 39 | VHT | Vanguard Health Care ETF | ETF-Other | 0.19% | — | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.01% | +99.43% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.03% | +0.14% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | -6.25% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.15% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.01% | -1.35% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.14% | +0.01% | — | |
| 46 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.13% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | +0.04% | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | -68.47% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | — | -0.36% |
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 88 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCRB, VTI, IEFA) accounted for 44.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
DMAX
市值: $622.3K
Top Position Liquidated / Trimmed
WFC
前期市值: $283.3K
During Q1 2026, Smith & Howard Wealth Management, LLC's top holdings by market value included VCRB (18.2%)、VTI (11.1%)、IEFA (8.1%). The largest single position, VCRB, represented 18.2% of total portfolio value.
In Q1 2026, Smith & Howard Wealth Management, LLC made 66 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 23 holdings, and fully liquidating 3 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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