Smith & Howard Wealth Management, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
94
Quarter
2025 Q4
Top Holding
VCRB (17.8%)
Top 10 Concentration
65.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 94
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VCRB
VANGUARD MALVER...
ETF 17.84% 16.94% #1
Prev: #1
9.2 82,020 8.8%
P
S
1,018,712 $79,352,588
$75.27 +2.8%
$77.37 -0.0%
2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 12.02% 12.71% #2
Prev: #2
4.8 -8,430 -5.0%
P
S
159,468 $53,464,773
$78.26 +329.7%
$335.27 +0.3%
2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 8.20% 8.14% #3
Prev: #3
5.3 3,320 0.8%
P
S
407,488 $36,453,837
$69.74 +29.6%
$89.46 +1.0%
2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 6.14% 6.16% #4
Prev: #4
2.5 -322 -0.2%
P
S
142,848 $27,282,526 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JMUB
J P MORGAN EXCH...
ETF 4.80% 4.69% #5
Prev: #5
3.9 19,808 4.9%
P
S
422,900 $21,356,450 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 3.95% 3.99% #6
Prev: #6
1.6 -91 -0.3%
P
S
36,009 $17,567,505 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 3.47% 3.42% #7
Prev: #7
1.4 -801 -0.3%
P
S
246,806 $15,417,968 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VO
VANGUARD INDEX ...
ETF 3.21% 2.97% #8 3
Prev: #11
3.3 5,262 12.0%
P
S
49,150 $14,264,267 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 2.96% 3.16% #9
Prev: #9
1.2 -5,245 -3.8%
P
S
131,593 $13,143,509 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 2.91% 3.35% #10 2
Prev: #8
1.2 -27,962 -12.7%
P
S
192,688 $12,952,491 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 2.70% 3.02% #11 1
Prev: #10
1.1 -5,036 -9.8%
P
S
46,528 $12,002,003 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 2.29% 2.29% #12 1
Prev: #13
0.9 no change no change
P
S
14,919 $10,173,845 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 2.22% 2.21% #13 2
Prev: #15
2.9 2,529 2.8%
P
S
92,350 $9,891,609 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 2.20% 2.27% #14
Prev: #14
0.9 -577 -0.4%
P
S
132,073 $9,782,647 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 2.12% 2.37% #15 3
Prev: #12
0.9 -14,661 -7.7%
P
S
175,184 $9,417,868 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES TR
ETF 2.05% 2.02% #16
Prev: #16
2.8 259 0.6%
P
S
43,299 $9,107,424 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.91% 1.95% #17
Prev: #17
0.8 -86 -0.5%
P
S
17,968 $8,504,236 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
ISHARES TR
ETF 1.28% 1.32% #18 1
Prev: #19
0.5 -3,266 -3.7%
P
S
84,613 $5,680,071 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 1.24% 1.40% #19 1
Prev: #18
0.5 -2,743 -10.9%
P
S
22,436 $5,522,848 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO
Consumer Defensive 1.23% 1.20% #20
Prev: #20
0.5 no change no change
P
S
78,519 $5,489,241 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR
ETF 1.19% 1.18% #21
Prev: #21
2.5 34 0.1%
P
S
55,046 $5,286,067 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWR
ISHARES TR
ETF 1.04% 1.01% #22
Prev: #22
2.4 2,508 5.5%
P
S
47,942 $4,615,401 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.91% 0.97% #23
Prev: #23
0.4 -322 -3.8%
P
S
8,053 $4,047,840 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPYP
TORTOISE CAPITA...
ETF 0.91% 0.89% #24
Prev: #24
2.4 8,405 7.9%
P
S
114,196 $4,030,419 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
ETF 0.88% 0.66% #25 1
Prev: #26
2.5 13,000 40.6%
P
S
45,000 $3,922,200 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #80)
0.3 -800 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
PUT
PUT Option 0.00% 0.03%
Sold All 😨
(Was: #84)
0.3 -1,900 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 94 holdings

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