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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVUS AMERICAN CENTY ETF TR 3,066.0 $341K 0.07% $111.18 +13.3%
62 IAU ISHARES GOLD TR Financial Services 3,863.0 $341K 0.07% -479.0 -11.0% $88.16 -12.3%
63 VYM VANGUARD WHITEHALL FDS 2,278.0 $337K 0.07% +370.0 +19.4% $148.10 +6.8%
64 LMT LOCKHEED MARTIN CORP Industrials 545.0 $330K 0.07% +8.0 +1.5% $604.71 -16.7%
65 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 975.0 $330K 0.07% NEW $337.95 +29.1%
66 GE GE AEROSPACE Industrials 1,103.0 $313K 0.07% $283.77 +25.6%
67 FEOE RBB FUND TRUST 5,885.0 $297K 0.06% NEW $50.46 +4.2%
68 AMZN AMAZON COM INC Consumer Cyclical 1,385.0 $288K 0.06% +31.0 +2.3% $208.27 +12.4%
69 STIP ISHARES TR 2,734.0 $283K 0.06% $103.43 -1.5%
70 DFAS DIMENSIONAL ETF TRUST 3,903.0 $278K 0.06% NEW $71.13 +12.1%
71 DFAI DIMENSIONAL ETF TRUST 7,101.0 $277K 0.06% NEW $38.96 +4.9%
72 MCD MCDONALDS CORP Consumer Cyclical 842.0 $262K 0.06% $310.79 -12.6%
73 COP CONOCOPHILLIPS Energy 1,963.0 $259K 0.06% NEW $131.98 -16.7%
74 CBZ CBIZ INC Industrials 9,616.0 $258K 0.06% NEW $26.85 +13.2%
75 DSI ISHARES TR 1,950.0 $236K 0.05% -34.0 -1.7% $121.19 +14.8%
76 VOOG VANGUARD ADMIRAL FDS INC 576.0 $235K 0.05% -87.0 -13.1% $407.69 -80.3%
77 CWI SPDR INDEX SHS FDS 6,411.0 $235K 0.05% $36.59 +9.5%
78 GEV GE VERNOVA INC Utilities 263.0 $230K 0.05% NEW $872.90 +18.6%
79 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 7,283.0 $229K 0.05% $31.49 +8.1%
80 ISRG INTUITIVE SURGICAL INC Healthcare 493.0 $227K 0.05% -47.0 -8.7% $460.99 -12.5%
Page 4 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%