Smith & Howard Wealth Management, LLC

Est. AUM

$247.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MALVERN FDS	CORE BD ETF	$84.3M	1088824	34.09%	SOLE
2	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$22.4M	448927	9.08%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.7M	260262	6.75%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$13.3M	191210	5.40%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$13.0M	130666	5.25%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$10.0M	94512	4.06%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.7M	131980	3.93%	SOLE
8	VANGUARD INDEX FDS	SMALL CP ETF	$9.6M	36522	3.87%	SOLE
9	ISHARES TR	RUS 1000 GRW ETF	$8.5M	19846	3.42%	SOLE
10	ISHARES TR	MSCI ACWI EX US	$5.8M	84967	2.35%	SOLE
11	COCA COLA CO	COM	$5.8M	76312	2.35%	SOLE
12	TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$4.0M	94062	1.61%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	7941	1.54%	SOLE
14	VANGUARD STAR FDS	VG TL INTL STK F	$3.8M	49140	1.53%	SOLE
15	AMERICAN BEACON SELECT FUNDS	AHL TREND ETF	$2.4M	85847	0.98%	SOLE
16	APPLE INC	COM	$2.3M	9149	0.94%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2973	0.72%	SOLE
18	NVIDIA CORPORATION	COM	$1.6M	9410	0.66%	SOLE
19	ISHARES TR	SHRT NAT MUN ETF	$1.4M	13140	0.57%	SOLE
20	JOHNSON & JOHNSON	COM	$1.4M	5586	0.55%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2000	0.55%	SOLE
22	HOME DEPOT INC	COM	$1.3M	3826	0.51%	SOLE
23	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	45488	0.46%	SOLE
24	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.1M	14669	0.45%	SOLE
25	PINTEREST INC	CL A	$1.0M	56809	0.42%	SOLE
26	VANGUARD WORLD FD	HEALTH CAR ETF	$872K	3202	0.35%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$720K	722	0.29%	SOLE
28	MICROSOFT CORP	COM	$683K	1846	0.28%	SOLE
29	ISHARES TR	RUS MDCP VAL ETF	$673K	4617	0.27%	SOLE
30	ALPHABET INC	CAP STK CL C	$670K	2336	0.27%	SOLE
31	ISHARES TR	S&P MC 400GR ETF	$648K	6442	0.26%	SOLE
32	ISHARES TR	LARGE CAP MAX BU	$622K	23422	0.25%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET TEC	$573K	4314	0.23%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$558K	855	0.23%	SOLE
35	EXXON MOBIL CORP	COM	$496K	2926	0.20%	SOLE
36	PROCTER & GAMBLE CO	COM	$484K	3349	0.20%	SOLE
37	JPMORGAN CHASE & CO	COM	$469K	1593	0.19%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$458K	3141	0.19%	SOLE
39	ALPHABET INC	CAP STK CL A	$453K	1576	0.18%	SOLE
40	META PLATFORMS INC	CL A	$386K	675	0.16%	SOLE
41	ISHARES TR	ESG AWR US AGRGT	$382K	8041	0.15%	SOLE
42	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$381K	1770	0.15%	SOLE
43	ISHARES TR	20 YR TR BD ETF	$380K	4000	0.15%	SOLE
44	MARSH & MCLENNAN COS INC	COM	$364K	2100	0.15%	SOLE
45	SOUTHERN CO	COM	$348K	3601	0.14%	SOLE
46	GENERAL DYNAMICS CORP	COM	$343K	1000	0.14%	SOLE
47	CHEVRON CORPORATION	COM	$342K	1653	0.14%	SOLE
48	AMERICAN CENTY ETF TR	US EQT ETF	$341K	3066	0.14%	SOLE
49	ISHARES GOLD TR	ISHARES NEW	$341K	3863	0.14%	SOLE
50	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$337K	2278	0.14%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.