Viewing historical filing for 2025Q3. View latest →
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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…