Smith & Howard Wealth Management, LLC - Portfolio overview

Smith & Howard Wealth Management, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. VCRB - VANGUARD MALVERN FDS, 21.69%
2. VTI - VANGUARD INDEX FDS, 13.18%
3. VTV - VANGUARD INDEX FDS, 7.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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