13F Insight
DOSSIER · 13F-HR · Q1 2026

Smith & Howard Wealth Management, LLC

$462M in tracked AUM across 124 positions as of Q1 2026.

S&
CIK 0001543991 · last filed Mar 31, 2026
Total AUM
$462M
as of Q1 2026
Holdings
124
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCRB
VANGUARD MALVERN FDS
$84M1.1M18.2%02
VTI
VANGUARD INDEX FDS
$51M160K11.1%03
IEFA
ISHARES TR
$37M414K8.1%04
VTV
VANGUARD INDEX FDS
$30M152K6.5%05
JMUB
J P MORGAN EXCHANGE TRADED F
$22M449K4.9%06
SPY
STATE STR SPDR S&P 500 ETF T
$18M29K4.0%07
VUG
VANGUARD INDEX FDS
$17M40K3.7%08
VEA
VANGUARD TAX-MANAGED FDS
$17M260K3.6%09
VO
VANGUARD INDEX FDS
$16M54K3.4%10
IEMG
ISHARES INC
$13M191K2.9%

Filing history

2026Q1Mar 31
$462M▲ 4.0%
124 positionsView →2025Q4Dec 31
$445M▲ 2.5%
98 positionsView →2025Q3Sep 30
$434M▲ 9.8%
96 positionsView →2025Q2Jun 30
$395M▲ 7.6%
80 positionsLocked2025Q1Mar 31
$367M▲ 3.8%
82 positionsLocked2024Q4Dec 31
$354M▼ 0.7%
83 positionsLocked2024Q3Sep 30
$356M▲ 5.7%
81 positionsLocked2024Q2Jun 30
$337M▲ 3.9%
83 positionsLocked2024Q1Mar 31
$324M▲ 14.6%
77 positionsLocked2023Q4Dec 31
$283M▼ 0.8%
71 positionsLocked2023Q3Sep 30
$285M▲ 0.3%
69 positionsLocked2023Q2Jun 30
$284M▼ 2.1%
68 positionsLocked
Showing 12 of 55