Smith & Howard Wealth Management, LLC — 13F holdings

Smith & Howard Wealth Management, LLC reported 112 holdings worth $503M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. VCRB VANGUARD MALVERN FDS — $87.9M (17.5%)
  2. VTI VANGUARD INDEX FDS — $58.9M (11.7%)
  3. IEFA ISHARES TR — $40.7M (8.1%)
  4. VTV VANGUARD INDEX FDS — $33.3M (6.6%)
  5. JMUB J P MORGAN EXCHANGE TRADED F — $21.9M (4.4%)
  6. VUG VANGUARD INDEX FDS — $21.1M (4.2%)
  7. VEA VANGUARD TAX-MANAGED FDS — $18.4M (3.7%)
  8. VO VANGUARD INDEX FDS — $18.3M (3.6%)
  9. SPY SPDR S&P 500 ETF TR — $17.7M (3.5%)
  10. AGG ISHARES TR — $16.0M (3.2%)