13F Insight
DOSSIER · 13F-HR · Q2 2026

Smith & Howard Wealth Management, LLC

$503M in tracked AUM across 112 positions as of Q2 2026.

S&
CIK 0001543991 · last filed Jun 30, 2026
Total AUM
$503M
as of Q2 2026
Holdings
112
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Smith & Howard Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VCRB
VANGUARD MALVERN FDS
$88M1.1M17.5%02
VTI
VANGUARD INDEX FDS
$59M159K11.7%03
IEFA
ISHARES TR
$41M422K8.1%04
VTV
VANGUARD INDEX FDS
$33M153K6.6%05
JMUB
J P MORGAN EXCHANGE TRADED F
$22M433K4.4%06
VUG
VANGUARD INDEX FDS
$21M238K4.2%07
VEA
VANGUARD TAX-MANAGED FDS
$18M258K3.7%08
VO
VANGUARD INDEX FDS
$18M225K3.6%09
SPY
STATE STR SPDR S&P 500 ETF T
$18M25K3.5%10
AGG
ISHARES TR
$16M161K3.2%

Filing history

2026Q2Jun 30
$503M▲ 8.8%
112 positionsView →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 positionsLocked
Showing 12 of 56