Smith & Howard Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 444,684
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 92 | 444,684 | 13F-HR | Smith & Howard Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 89 | 433,637 | 13F-HR | Smith & Howard Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 80 | 394,835 | 13F-HR | Smith & Howard Wealth Management, LLC |
| Q1 2014 | 5/15/2014 | 39 | 177,739 | 13F-HR | Smith & Howard Wealth Management, LLC |
| Q4 2013 | 2/26/2014 | 255 | 181,657 | 13F-HR/A - RESTATEMENT | Smith & Howard Wealth Management, LLC |
| Q4 2013 | 2/13/2014 | 255 | 181,657 | 13F-HR | Smith & Howard Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.67 K
(1.7% of total reported value)
· QoQ Δ:
+3.143 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 196.9 K | 45.1% | 0 | 740 | -740 |
| ETFs | 240.1 K | 54.9% | 8.643 K | 0 | 8.643 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
444,684
Holdings
92
QoQ value change ($000)
11,047
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.