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Portfolio (Quarterly) Guide ↗

Smith & Howard Wealth Management, LLC

· CIK 0001543991
13F Portfolio $445M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES TR 55,046.0 $5.3M 1.19% NEW $96.03 +6.6%
22 IWR ISHARES TR 47,942.0 $4.6M 1.04% NEW $96.27 +12.0%
23 BERKSHIRE HATHAWAY INC DEL 8,053.0 $4.0M 0.91% NEW $502.65
24 TPYP TORTOISE CAPITAL SERIES TRUS 114,196.0 $4.0M 0.91% NEW $35.29 +20.7%
25 TLT ISHARES TR 45,000.0 $3.9M 0.88% NEW $87.16 -1.1%
26 VXUS VANGUARD STAR FDS 47,859.0 $3.6M 0.81% NEW $75.44 +11.9%
27 TLT CALL ISHARES TR 32,000.0 $3.0M 0.68% NEW $94.66 -8.9%
28 SPY PUT SPDR S&P 500 ETF TR Financial Services 4,300.0 $2.7M 0.61% NEW $627.65 +16.9%
29 AAPL APPLE INC Technology 9,579.0 $2.6M 0.59% NEW $271.85 +8.3%
30 AHLT AMERICAN BEACON SELECT FUNDS 92,155.0 $2.4M 0.55% NEW $26.34 +9.5%
31 VOO VANGUARD INDEX FDS 2,988.0 $1.9M 0.42% NEW $627.10 +7.8%
32 NVDA NVIDIA CORPORATION Technology 9,195.0 $1.7M 0.39% NEW $186.50 +7.2%
33 PINS PINTEREST INC Communication Services 56,809.0 $1.5M 0.33% NEW $25.89 -24.5%
34 HD HOME DEPOT INC Consumer Cyclical 4,117.0 $1.4M 0.32% NEW $344.11 -5.7%
35 SUB ISHARES TR 13,140.0 $1.4M 0.32% NEW $106.70 -0.3%
36 SCHB SCHWAB STRATEGIC TR 45,488.0 $1.2M 0.27% NEW $26.23 +8.6%
37 JNJ JOHNSON & JOHNSON Healthcare 5,559.0 $1.2M 0.26% NEW $206.94 +15.5%
38 XOM EXXON MOBIL CORP Energy 9,281.0 $1.1M 0.25% NEW $120.34 +16.1%
39 VEU VANGUARD INTL EQUITY INDEX F 14,810.0 $1.1M 0.24% NEW $73.56 +12.3%
40 TLT PUT ISHARES TR 11,500.0 $1.1M 0.24% NEW $94.30 -8.6%
Page 2 of 5  ·  92 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 38.7%
Consumer Defensive 19.0%
Technology 16.0%
Communication Services 9.1%
Consumer Cyclical 5.7%
Healthcare 4.8%
Energy 4.0%
Industrials 2.7%