Smith & Howard Wealth Management, LLC: 13F holdings
CIK 15439912026Q2
| Positions | 89 |
|---|
| Reported value | $503.0m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 89 (+1 vs prior quarter) |
|---|
| Reported value | $503.0m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCRB VANGUARD MALVERN FDS | 1,138,506 | $87.9m | 17.5% |
| VTI VANGUARD INDEX FDS | 159,097 | $58.9m | 11.7% |
| IEFA ISHARES TR | 421,643 | $40.7m | 8.1% |
| VTV VANGUARD INDEX FDS | 152,708 | $33.3m | 6.6% |
| JMUB J P MORGAN EXCHANGE TRADED F | 432,992 | $21.9m | 4.4% |
| VUG VANGUARD INDEX FDS | 235,899 | $20.3m | 4.0% |
| VEA VANGUARD TAX-MANAGED FDS | 257,741 | $18.4m | 3.7% |
| VO VANGUARD INDEX FDS | 223,338 | $18.0m | 3.6% |
| AGG ISHARES TR | 161,324 | $16.0m | 3.2% |
| IEMG ISHARES INC | 185,618 | $15.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1543991")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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