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Portfolio (Quarterly) Guide ↗

Smith & Howard Wealth Management, LLC

· CIK 0001543991
13F Portfolio $503M AUM 112 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 14 Added 33 Reduced 8 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMUB J P MORGAN EXCHANGE TRADED F 432,992.0 $21.9M 4.36% -16K -3.5% $50.66 -2.0%
2 VEA VANGUARD TAX-MANAGED FDS 257,741.0 $18.4M 3.65% -3K -1.0% $71.25 +2.6%
3 IEMG ISHARES INC 185,618.0 $15.4M 3.06% -6K -2.9% $82.84 -2.7%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,931.0 $11.2M 2.22% -14K -47.8% $746.79 +2.3%
5 IWD ISHARES TR 44,240.0 $10.7M 2.13% -990.0 -2.2% $242.43 +6.5%
6 VWO VANGUARD INTL EQUITY INDEX F 175,132.0 $10.5M 2.08% -5K -2.8% $59.69 +0.5%
7 VB VANGUARD INDEX FDS 33,750.0 $10.2M 2.03% -3K -7.6% $303.12 -0.0%
8 MUB ISHARES TR 90,247.0 $9.7M 1.93% -4K -4.5% $107.62 -2.1%
9 BND VANGUARD BD INDEX FDS 121,848.0 $8.9M 1.78% -10K -7.7% $73.41 -1.4%
10 ACWX ISHARES TR 84,013.0 $6.4M 1.27% -954.0 -1.1% $76.11 +1.8%
11 IWM ISHARES TR 20,209.0 $6.1M 1.21% -558.0 -2.7% $300.45 -0.8%
12 IWR ISHARES TR 53,269.0 $5.9M 1.17% -2K -3.1% $110.32 +2.4%
13 EFA ISHARES TR 53,241.0 $5.5M 1.10% -10K -15.9% $103.88 +4.0%
14 AAPL APPLE INC Technology 8,193.0 $2.4M 0.47% -956.0 -10.4% $289.37 +7.5%
15 NVDA NVIDIA CORPORATION Technology 8,688.0 $1.7M 0.35% -722.0 -7.7% $200.09 +4.7%
16 SCHB SCHWAB STRATEGIC TR 44,085.0 $1.3M 0.25% -1K -3.1% $28.96 +2.0%
17 HD HOME DEPOT INC Consumer Cyclical 3,604.0 $1.3M 0.25% -222.0 -5.8% $352.65 -4.4%
18 SUB ISHARES TR 11,877.0 $1.3M 0.25% -1K -9.6% $106.47 -0.1%
19 JNJ JOHNSON & JOHNSON Healthcare 4,975.0 $1.3M 0.25% -611.0 -10.9% $253.99 +7.5%
20 VEU VANGUARD INTL EQUITY INDEX F 14,490.0 $1.2M 0.24% -179.0 -1.2% $83.75 +1.8%
Page 1 of 2  ·  33 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 40.0%
Consumer Defensive 20.9%
Technology 15.6%
Communication Services 6.7%
Consumer Cyclical 5.2%
Industrials 4.5%
Healthcare 4.3%
Energy 1.9%
Utilities 0.9%