§ 13F · FUND PROFILE
Smith & Howard Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $394.8T (13F)Positions · 80Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$756.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | 1.02M | $79.4T | 17.8% | +9% |
| 2 | VTI | VANGUARD INDEX FDS | 159K | $53.5T | 12.0% | −5% |
| 3 | IEFA | ISHARES TR | 407K | $36.5T | 8.2% | +1% |
| 4 | VTV | VANGUARD INDEX FDS | 143K | $27.3T | 6.1% | ±0% |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | 423K | $21.4T | 4.8% | +5% |
| 6 | VUG | VANGUARD INDEX FDS | 36K | $17.6T | 4.0% | ±0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 247K | $15.4T | 3.5% | ±0% |
| 8 | VO | VANGUARD INDEX FDS | 49K | $14.3T | 3.2% | +12% |
| 9 | AGG | ISHARES TR | 132K | $13.1T | 3.0% | −4% |
| 10 | IEMG | ISHARES INC | 193K | $13.0T | 2.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMITH SIGNAL
AC read
Smith & Howard Wealth Management, LLC is a Other fund managing $394835.4 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed