StockDriftsStockDriftsTop 50 Smith & Howard Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 18.09% | 1.14M | $87.9M | +4.56%(+49.68K) | $77.36(-1.71%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 12.11% | 159.1K | $58.9M | -0.43%(-689) | $85.05(+350.77%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.38% | 421.6K | $40.7M | +1.81%(+7.48K) | $64.77(+56.44%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.85% | 152.7K | $33.3M | +0.44%(+674) | $140.65(+61.75%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 4.51% | 433.0K | $21.9M | -3.55%(-15.94K) | $50.37(-1.31%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.18% | 235.9K | $20.3M | -0.98%(-2.34K) | $48.37(+84.36%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.78% | 257.7K | $18.4M | -0.97%(-2.52K) | $41.38(+78.86%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.7% | 223.3K | $18.0M | +3.46%(+7.47K) | $54.94(+53.48%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.28% | 161.3K | $16.0M | +23.46%(+30.66K) | $102.31(-4.79%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.16% | 185.6K | $15.4M | -2.92%(-5.59K) | $50.92(+62.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.84% | +36.18% | +4.93% | +27.23% |
| Top 20 Holdings Unweighted | +12.30% | +41.61% | +5.90% | +33.20% |
Smith & Howard Wealth Management, LLC reports $503.01M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are VCRB (18.1%), VTI (12.1%) and IEFA (8.4%). The top 20 holdings account for 86.48% of reported assets. Its disclosed equity book has returned +36.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Smith & Howard Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1543991). View Smith & Howard Wealth Management, LLC’s 13F filings on SEC