Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Smith & Howard Wealth Management, LLC (CIK 1543991) reported $462.4M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCRB ($84.3M, 18.22%), VTI ($51.3M, 11.09%), IEFA ($37.5M, 8.11%), VTV ($29.8M, 6.45%), JMUB ($22.4M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $84.3M | 18.22% | 1.1M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $51.3M | 11.09% | 159,786 | Added |
| 3 | IEFA | ISHARES TR | $37.5M | 8.11% | 414,167 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $29.8M | 6.45% | 152,034 | Added |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | $22.4M | 4.85% | 448,927 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $18.4M | 3.99% | 28,627 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $17.3M | 3.75% | 39,707 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $16.7M | 3.61% | 260,262 | Added |
| 9 | VO | VANGUARD INDEX FDS | $15.5M | 3.35% | 53,967 | Added |
| 10 | IEMG | ISHARES INC | $13.3M | 2.88% | 191,210 | Trimmed |
| 11 | AGG | ISHARES TR | $13.0M | 2.80% | 130,666 | Trimmed |
| 12 | MUB | ISHARES TR | $10.0M | 2.17% | 94,512 | Added |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $9.7M | 2.10% | 180,241 | Added |
| 14 | BND | VANGUARD BD INDEX FDS | $9.7M | 2.10% | 131,980 | Trimmed |
| 15 | IWD | ISHARES TR | $9.6M | 2.09% | 45,230 | Added |
| 16 | VB | VANGUARD INDEX FDS | $9.6M | 2.07% | 36,522 | Trimmed |
| 17 | IWF | ISHARES TR | $8.5M | 1.83% | 19,846 | Added |
| 18 | TLT | ISHARES TR | $7.5M | 1.62% | 83,000 | Trimmed |
| 19 | EFA | ISHARES TR | $6.1M | 1.31% | 63,285 | Added |
| 20 | ACWX | ISHARES TR | $5.8M | 1.26% | 84,967 | Added |
| 21 | KO | COCA COLA CO | $5.8M | 1.25% | 76,312 | Trimmed |
| 22 | IWR | ISHARES TR | $5.3M | 1.15% | 54,989 | Added |
| 23 | IWM | ISHARES TR | $5.1M | 1.11% | 20,767 | Trimmed |
| 24 | TPYP | TORTOISE CAPITAL SERIES TRUS | $4.0M | 0.86% | 94,062 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.8M | 0.82% | 7,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31