Smith & Howard Wealth Management, LLC

Institutional manager (13F) · CIK 1543991

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $451M

#	Issuer	Value	Shares
1	VANGUARD MALVERN FDS	$84M	1,088,824
2	VANGUARD INDEX FDS	$51M	159,786
3	ISHARES TR	$37M	414,167
4	VANGUARD INDEX FDS	$30M	152,034
5	J P MORGAN EXCHANGE TRADED F	$22M	448,927
6	STATE STR SPDR S&P 500 ETF T	$18M	28,627
7	VANGUARD INDEX FDS	$17M	39,707
8	VANGUARD TAX-MANAGED FDS	$17M	260,262
9	VANGUARD INDEX FDS	$16M	53,967
10	ISHARES INC	$13M	191,210
11	ISHARES TR	$13M	130,666
12	ISHARES TR	$10M	94,512
13	VANGUARD INTL EQUITY INDEX F	$10M	180,241
14	VANGUARD BD INDEX FDS	$10M	131,980
15	ISHARES TR	$10M	45,230
16	VANGUARD INDEX FDS	$10M	36,522
17	ISHARES TR	$8M	19,846
18	ISHARES TR	$8M	83,000
19	ISHARES TR	$6M	63,285
20	ISHARES TR	$6M	84,967
21	COCA COLA CO	$6M	76,312
22	ISHARES TR	$5M	54,989
23	ISHARES TR	$5M	20,767
24	TORTOISE CAPITAL SERIES TRUS	$4M	94,062
25	BERKSHIRE HATHAWAY INC DEL	$4M	7,941
26	VANGUARD STAR FDS	$4M	49,140
27	SPDR SERIES TRUST	$3M	59,976
28	AMERICAN BEACON SELECT FUNDS	$2M	85,847
29	APPLE INC	$2M	9,149
30	VANGUARD INDEX FDS	$2M	2,973
31	NVIDIA CORPORATION	$2M	9,410
32	ISHARES TR	$1M	13,140
33	JOHNSON & JOHNSON	$1M	5,586
34	HOME DEPOT INC	$1M	3,826
35	SPDR GOLD TR	$1M	2,842
36	SCHWAB STRATEGIC TR	$1M	45,488
37	VANGUARD INTL EQUITY INDEX F	$1M	14,669
38	PINTEREST INC	$1M	56,809
39	VANGUARD WORLD FD	$872k	3,202
40	ISHARES TR	$842k	15,629
41	COSTCO WHOLESALE CORPORATION	$720k	722
42	MICROSOFT CORP	$683k	1,846
43	ISHARES TR	$673k	4,617
44	ALPHABET INC	$670k	2,336
45	ISHARES TR	$648k	6,442
46	ISHARES TR	$622k	23,422
47	SELECT SECTOR SPDR TR	$573k	4,314
48	ISHARES TR	$558k	855
49	EXXON MOBIL CORP	$496k	2,926
50	PROCTER & GAMBLE CO	$484k	3,349

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.