Smith & Howard Wealth Management, LLC
Smith & Howard Wealth Management, LLC reported 98 positions worth $503.0M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VCRB (17.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VCRB | SH | $87.9M | 17.48% | 1,138,506 | — | — | |
| ▸ 2 | VTI | SH | $58.9M | 11.70% | 159,097 | — | — | |
| ▸ 3 | IEFA | SH | $40.7M | 8.10% | 421,643 | — | — | |
| ▸ 4 | VTV | SH | $33.3M | 6.62% | 152,708 | — | — | |
| ▸ 5 | JMUB | SH | $21.9M | 4.36% | 432,992 | — | — | |
| ▸ 6 | VUG | SH | $20.3M | 4.04% | 235,899 | — | — | |
| ▸ 7 | VEA | SH | $18.4M | 3.65% | 257,741 | — | — | |
| ▸ 8 | VO | SH | $18.0M | 3.58% | 223,338 | — | — | |
| ▸ 9 | AGG | SH | $16.0M | 3.17% | 161,324 | — | — | |
| ▸ 10 | IEMG | SH | $15.4M | 3.06% | 185,618 | — | — |
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Frequently Asked Questions
What stocks does Smith & Howard Wealth Management, LLC hold as of Q2 2026?
Smith & Howard Wealth Management, LLC reported 98 positions worth $503.0M in its Q2 2026 13F filing. Largest positions: VCRB (17.5%), VTI (11.7%), IEFA (8.1%), VTV (6.6%) and JMUB (4.4%).
What did Smith & Howard Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Smith & Howard Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.