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Portfolio (Quarterly) Guide ↗

Smith & Howard Wealth Management, LLC

· CIK 0001543991
13F Portfolio $462M AUM 124 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 26 Added 20 Reduced 15 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 1,576.0 $453K 0.10% +22.0 +1.4% $287.58 +20.4%
22 META META PLATFORMS INC Communication Services 675.0 $386K 0.08% +12.0 +1.8% $572.16 -1.7%
23 VIG VANGUARD SPECIALIZED FUNDS 1,770.0 $381K 0.08% +344.0 +24.1% $215.11 +8.9%
24 VYM VANGUARD WHITEHALL FDS 2,278.0 $337K 0.07% +370.0 +19.4% $148.10 +6.8%
25 LMT LOCKHEED MARTIN CORP Industrials 545.0 $330K 0.07% +8.0 +1.5% $604.71 -16.7%
26 AMZN AMAZON COM INC Consumer Cyclical 1,385.0 $288K 0.06% +31.0 +2.3% $208.27 +12.4%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.5%
Consumer Defensive 16.5%
Technology 11.7%
Communication Services 6.0%
Consumer Cyclical 4.3%
Healthcare 4.2%
Industrials 2.9%
Energy 2.6%
Utilities 1.4%