Smith & Howard Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 462,442
- Description
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 88 | 462,442 | 13F-HR | Smith & Howard Wealth Management, LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.64 K | 6.6% | 0 | 166.3 K | -166.3 K |
| ETFs | 431.8 K | 93.4% | 191.7 K | 0 | 191.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
462,442
Holdings
88
QoQ value change ($000)
17,758
(4.0%)
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.