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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 722.0 $720K 0.16% $996.75 -3.9%
42 MSFT MICROSOFT CORP Technology 1,846.0 $683K 0.15% -123.0 -6.2% $370.19 +1.0%
43 IWS ISHARES TR 4,617.0 $673K 0.15% $145.74 +11.4%
44 GOOG ALPHABET INC Communication Services 2,336.0 $670K 0.14% -32.0 -1.4% $286.86 +20.6%
45 IJK ISHARES TR 6,442.0 $648K 0.14% $100.62 +13.8%
46 ISHARES TR 23,422.0 $622K 0.14% NEW $26.57
47 XLK SELECT SECTOR SPDR TR 4,314.0 $573K 0.12% $132.90 +38.6%
48 IVV ISHARES TR 855.0 $558K 0.12% $653.21 +12.9%
49 XOM EXXON MOBIL CORP Energy 2,926.0 $496K 0.11% -6K -68.5% $169.65 -17.6%
50 PG PROCTER & GAMBLE CO Consumer Defensive 3,349.0 $484K 0.10% $144.45 +4.4%
51 JPM JPMORGAN CHASE & CO Financial Services 1,593.0 $469K 0.10% -35.0 -2.1% $294.14 +13.6%
52 SDY SPDR SERIES TRUST 3,141.0 $458K 0.10% $145.94 +2.8%
53 GOOGL ALPHABET INC Communication Services 1,576.0 $453K 0.10% +22.0 +1.4% $287.58 +20.3%
54 META META PLATFORMS INC Communication Services 675.0 $386K 0.08% +12.0 +1.8% $572.16 -1.7%
55 EAGG ISHARES TR 8,041.0 $382K 0.08% $47.55 -0.6%
56 VIG VANGUARD SPECIALIZED FUNDS 1,770.0 $381K 0.08% +344.0 +24.1% $215.11 +8.9%
57 MRSH MARSH & MCLENNAN COS INC Financial Services 2,100.0 $364K 0.08% $173.45 -5.5%
58 SO SOUTHERN CO Utilities 3,601.0 $348K 0.07% NEW $96.52 -1.6%
59 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $343K 0.07% $343.22 +2.1%
60 CVX CHEVRON CORPORATION Energy 1,653.0 $342K 0.07% $206.89 -14.9%
Page 3 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%