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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EAGG ISHARES TR 8,041.0 $381K 0.08% $47.41 -1.1%
62 META META PLATFORMS INC Communication Services 663.0 $373K 0.07% -12.0 -1.8% $563.32 +0.5%
63 EFA PUT ISHARES TR 4,300.0 $372K 0.07% NEW $86.51 +25.4%
64 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $354K 0.07% $354.24 +6.4%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 2,100.0 $350K 0.07% $166.67 +16.7%
66 VO PUT VANGUARD INDEX FDS 1,200.0 $348K 0.07% NEW $290.00 -71.5%
67 VIG VANGUARD SPECIALIZED FUNDS 1,447.0 $342K 0.07% -323.0 -18.2% $236.69 +3.2%
68 FEOE RBB FUND TRUST 6,165.0 $329K 0.07% +280.0 +4.8% $53.40 +6.3%
69 AMZN AMAZON COM INC Consumer Cyclical 1,341.0 $320K 0.06% -44.0 -3.2% $238.34 +9.4%
70 GEV GE VERNOVA INC Utilities 263.0 $309K 0.06% $1174.86 -20.2%
71 CBZ CBIZ INC Industrials 9,616.0 $308K 0.06% $32.08 +70.1%
72 VYM VANGUARD WHITEHALL FDS 1,908.0 $302K 0.06% -370.0 -16.2% $158.03 +4.3%
73 IWD PUT ISHARES TR 1,500.0 $299K 0.06% NEW $199.60 +29.3%
74 IAU ISHARES GOLD TR Financial Services 3,863.0 $292K 0.06% $75.51 +15.5%
75 ACWI PUT ISHARES TR 2,200.0 $282K 0.06% NEW $128.14 +25.5%
76 STIP ISHARES TR 2,734.0 $279K 0.06% $102.16 -1.2%
77 LMT LOCKHEED MARTIN CORP Industrials 545.0 $278K 0.06% $509.73 +9.7%
78 VGLT VANGUARD SCOTTSDALE FDS 5,000.0 $276K 0.06% NEW $55.18 -3.1%
79 VGLT CALL VANGUARD SCOTTSDALE FDS 5,000.0 $275K 0.06% NEW $55.00 -2.8%
80 CVX CHEVRON CORPORATION Energy 1,653.0 $274K 0.05% $165.75 +21.5%
Page 4 of 5  ·  98 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%