Smith & Howard Wealth Management, LLC Portfolio Holdings
Smith & Howard Wealth Management, LLC
- $323 Million
- Q2 2025
Smith & Howard Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $48.2M, Ishares Tr with a value of $33.4M, Vanguard Value ETF with a value of $24.7M, Jp Morgan Tr Mun ETF (De) with a value of $20.2M, and Vanguard Growth ETF with a value of $15.2M.
Examining the 13F form we can see an decrease of $40.6M in the current position value, from $364M to 323M.
Below you can find more details about Smith & Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Million
ETFs: $302 Million
Technology: $6.34 Million
Financial Services: $3.97 Million
Consumer Defensive: $3.04 Million
Consumer Cyclical: $2.95 Million
Communication Services: $1.63 Million
Healthcare: $1.47 Million
Energy: $1.24 Million
Other: $1.14 Million