Smith & Howard Wealth Management, LLC
•CIK: 1543991•Filing: Q4 2025
**Smith & Howard Wealth Management, LLC** manages $346M across a portfolio of 81 positions. The strategy exhibits significant allocations to core US equity and fixed income, highlighted by the $79.4M position in VCRB and $53.5M in VTI. Further diversification is evident with substantial holdings in growth sectors like VUG ($17.6M) and international exposure via VEA ($15.4M) and IEMG ($13.0M). The top ten holdings account for a concentrated exposure across major market indices and asset classes.
Total AUM
$343.8M
+ $1.9M in options
QoQ Performance
+4.3%
Positions
50
+ 3 options
Top 10 Concentration
71.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VCRB
VTI
JMUB
VUG
VCRB23.0%
VTI15.5%
JMUB6.2%
VUG5.1%
VEA4.5%
AGG3.8%
IEMG3.7%
VB3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.6%
ETF3.7%
Technology2.0%
Consumer Staples1.6%
Financial1.5%
Consumer0.8%
Healthcare0.4%
Energy0.3%
Changes from Q3 2025
NEW4 new positions
↑14 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023