What does Smith & Howard Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Smith & Howard Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD MALVERN FDS

$84M1.1M18.2%

VANGUARD INDEX FDS

$51M160K11.1%

ISHARES TR

$37M414K8.1%

VANGUARD INDEX FDS

$30M152K6.5%

J P MORGAN EXCHANGE TRADED F

$22M449K4.9%

STATE STR SPDR S&P 500 ETF T

$18M29K4.0%

VANGUARD INDEX FDS

$17M40K3.7%

VANGUARD TAX-MANAGED FDS

$17M260K3.6%

VANGUARD INDEX FDS

$16M54K3.4%

ISHARES INC

$13M191K2.9%

Filing history loading…