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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 2,416.0 $890K 0.18% -426.0 -15.0% $368.38 +15.8%
22 GOOG ALPHABET INC 2,175.0 $768K 0.15% -161.0 -6.9% $353.33
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 685.0 $641K 0.13% -37.0 -5.1% $935.76 +3.8%
24 PG PROCTER & GAMBLE CO Consumer Defensive 3,328.0 $488K 0.10% -21.0 -0.6% $146.66 -0.0%
25 EEM ISHARES TR 6,981.0 $478K 0.10% -9K -55.3% $68.41 -3.4%
26 SDY SPDR SERIES TRUST 3,073.0 $468K 0.09% -68.0 -2.2% $152.18 +4.6%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 968.0 $462K 0.09% -7.0 -0.7% $477.57 -14.1%
28 META META PLATFORMS INC Communication Services 663.0 $373K 0.07% -12.0 -1.8% $563.32 -0.8%
29 VIG VANGUARD SPECIALIZED FUNDS 1,447.0 $342K 0.07% -323.0 -18.2% $236.69 +3.3%
30 AMZN AMAZON COM INC Consumer Cyclical 1,341.0 $320K 0.06% -44.0 -3.2% $238.34 +10.0%
31 VYM VANGUARD WHITEHALL FDS 1,908.0 $302K 0.06% -370.0 -16.2% $158.03 +4.5%
32 DSI ISHARES TR 1,861.0 $265K 0.05% -89.0 -4.6% $142.39 +2.5%
33 MCD MCDONALDS CORP Consumer Cyclical 806.0 $218K 0.04% -36.0 -4.3% $270.31 +0.8%
Page 2 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%