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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 76,312.0 $5.8M 1.25% -2K -2.8% $76.05 +5.6%
22 IWR ISHARES TR 54,989.0 $5.3M 1.15% +7K +14.7% $96.97 +11.2%
23 IWM ISHARES TR 20,767.0 $5.1M 1.11% -2K -7.4% $247.57 +19.3%
24 TPYP TORTOISE CAPITAL SERIES TRUS 94,062.0 $4.0M 0.86% -20K -17.6% $42.36 +0.5%
25 BERKSHIRE HATHAWAY INC DEL 7,941.0 $3.8M 0.82% -112.0 -1.4% $479.20
26 VXUS VANGUARD STAR FDS 49,140.0 $3.8M 0.82% +1K +2.7% $77.11 +9.5%
27 SPSM SPDR SERIES TRUST 59,976.0 $2.9M 0.63% +55K +1129.5% $48.30 +15.0%
28 AHLT AMERICAN BEACON SELECT FUNDS 85,847.0 $2.4M 0.53% -6K -6.8% $28.26 +2.1%
29 AAPL APPLE INC Technology 9,149.0 $2.3M 0.50% -430.0 -4.5% $253.79 +16.0%
30 VOO VANGUARD INDEX FDS 2,973.0 $1.8M 0.38% -15.0 -0.5% $597.53 +13.2%
31 NVDA NVIDIA CORPORATION Technology 9,410.0 $1.6M 0.35% +215.0 +2.3% $174.40 +14.7%
32 SUB ISHARES TR 13,140.0 $1.4M 0.30% $106.50 -0.1%
33 JNJ JOHNSON & JOHNSON Healthcare 5,586.0 $1.4M 0.29% $244.45 -2.2%
34 HD HOME DEPOT INC Consumer Cyclical 3,826.0 $1.3M 0.27% -291.0 -7.1% $328.88 -1.3%
35 GLD SPDR GOLD TR Financial Services 2,842.0 $1.2M 0.26% +337.0 +13.4% $421.81 -10.5%
36 SCHB SCHWAB STRATEGIC TR 45,488.0 $1.1M 0.25% $25.10 +13.5%
37 VEU VANGUARD INTL EQUITY INDEX F 14,669.0 $1.1M 0.24% -141.0 -0.9% $75.10 +10.0%
38 PINS PINTEREST INC Communication Services 56,809.0 $1.0M 0.23% $18.34 +6.5%
39 VHT VANGUARD WORLD FD 3,202.0 $872K 0.19% $272.33 +5.3%
40 EEM ISHARES TR 15,629.0 $842K 0.18% +8K +113.0% $53.90 +24.5%
Page 2 of 5  ·  88 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%