Notify me when Smith & Howard Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 80 | $437,014,065 | +$12,635,779 | -$9,566,596 | +$3,069,183 | VCRB, VTI, IEFA, VTV, JMUB | 13F-HR | 03 Feb 2026, 09:19 |
| Q3 2025 | 77 | $429,110,413 | +$27,686,032 | -$13,220,542 | +$14,465,490 | VCRB, VTI, IEFA, VTV, JMUB | 13F-HR | 12 Nov 2025, 09:31 |
| Q2 2025 | 79 | $394,185,447 | +$74,843,949 | -$67,994,491 | +$6,849,458 | VCRB, VTI, IEFA, VTV, JMUB | 13F-HR | 15 Jul 2025, 17:11 |
| Q1 2025 | 80 | $366,002,756 | +$24,081,314 | -$11,199,249 | +$12,882,065 | AGG, VTI, IEFA, VTV, JMUB | 13F-HR | 22 Apr 2025, 17:52 |
| Q4 2024 | 82 | $353,314,150 | +$16,491,914 | -$8,226,191 | +$8,265,723 | AGG, VTI, IEFA, JMUB, VTV | 13F-HR | 07 Feb 2025, 17:24 |
| Q3 2024 | 80 | $355,511,095 | +$14,642,821 | -$14,269,662 | +$373,159 | AGG, VTI, IEFA, VTV, JMUB | 13F-HR | 23 Oct 2024, 14:59 |
| Q2 2024 | 81 | $335,253,204 | +$16,460,382 | -$5,683,207 | +$10,777,175 | AGG, VTI, IEFA, VTV, JMUB | 13F-HR | 16 Jul 2024, 09:34 |
| Q1 2024 | 76 | $323,426,254 | +$38,085,934 | -$12,148,250 | +$25,937,684 | AGG, VTI, IEFA, VTV, VEA | 13F-HR | 15 Apr 2024, 13:26 |
| Q4 2023 | 71 | $282,798,865 | +$9,285,612 | -$33,654,982 | -$24,369,370 | VTI, AGG, IEFA, VTV, VEA | 13F-HR | 01 Feb 2024, 08:41 |
| Q3 2023 | 67 | $283,834,354 | +$24,553,294 | -$14,291,111 | +$10,262,183 | VTI, AGG, IEFA, MUB, JMUB | 13F-HR | 13 Oct 2023, 10:52 |
| Q2 2023 | 68 | $284,120,946 | +$4,473,234 | -$19,298,350 | -$14,825,116 | VTI, AGG, IEFA, MUB, VTV | 13F-HR | 17 Jul 2023, 11:00 |
| Q1 2023 | 69 | $289,737,038 | +$23,117,506 | -$7,204,682 | +$15,912,824 | VTI, AGG, IEFA, MUB, VEA | 13F-HR | 13 Apr 2023, 10:52 |
| Q4 2022 | 68 | $261,749,592 | +$27,322,460 | -$16,866,514 | +$10,455,946 | VTI, IEFA, AGG, MUB, VEA | 13F-HR | 06 Feb 2023, 19:12 |
| Q3 2022 | 66 | $234,575,000 | +$26,480,084 | -$13,454,931 | +$13,025,153 | VTI, AGG, IEFA, MUB, VEA | 13F-HR | 18 Oct 2022, 14:04 |
| Q2 2022 | 66 | $236,203,000 | +$30,536,096 | -$4,807,951 | +$25,728,145 | VTI, AGG, IEFA, MUB, VTV | 13F-HR | 05 Aug 2022, 12:48 |
| Q1 2022 | 69 | $237,779,000 | +$30,994,288 | -$4,669,733 | +$26,324,555 | VTI, AGG, IEFA, MUB, VEA | 13F-HR | 03 May 2022, 10:22 |
| Q4 2021 | 69 | $220,957,000 | +$18,286,543 | -$17,539,973 | +$746,570 | VTI, AGG, IEFA, VEA, MUB | 13F-HR | 18 Jan 2022, 15:35 |
| Q3 2021 | 68 | $211,763,000 | +$6,240,807 | -$2,295,773 | +$3,945,034 | VTI, AGG, IEFA, SCHO, VEA | 13F-HR | 22 Oct 2021, 12:48 |
| Q2 2021 | 62 | $210,453,000 | +$16,726,282 | -$15,568,100 | +$1,158,182 | VTI, AGG, IEFA, SCHO, VEA | 13F-HR | 06 Aug 2021, 16:21 |
| Q1 2021 | 63 | $199,275,000 | +$7,852,725 | -$3,737,813 | +$4,114,912 | VTI, AGG, IEFA, STIP, VEA | 13F-HR | 30 Apr 2021, 09:56 |
| Q4 2020 | 64 | $187,713,000 | +$5,650,442 | -$5,427,075 | +$223,367 | VTI, AGG, IEFA, STIP, VEA | 13F-HR | 04 Feb 2021, 11:17 |
| Q3 2020 | 64 | $169,634,000 | +$8,853,689 | -$8,897,729 | -$44,040 | VTI, AGG, IEFA, STIP, VEA | 13F-HR | 04 Nov 2020, 08:31 |
| Q2 2020 | 65 | $160,898,000 | +$13,548,862 | -$30,537,725 | -$16,988,863 | VTI, IEFA, AGG, STIP, VEA | 13F-HR | 04 Aug 2020, 09:44 |
| Q1 2020 | 66 | $156,836,000 | +$15,513,164 | -$106,585,349 | -$91,072,185 | VTI, ACWX, AGG, STIP, SCHO | 13F-HR | 22 Apr 2020, 12:24 |
| Q4 2019 | 88 | $293,586,000 | +$37,152,176 | -$9,114,715 | +$28,037,461 | VTI, ACWX, FI, VGSH, VTIP | 13F-HR | 13 Jan 2020, 12:52 |
| Q3 2019 | 75 | $250,804,000 | +$34,470,303 | -$22,278,750 | +$12,191,553 | VTI, ACWX, VGSH, FI, VTIP | 13F-HR | 12 Nov 2019, 09:23 |
| Q2 2019 | 62 | $236,929,000 | +$40,901,366 | -$13,191,526 | +$27,709,840 | VTI, ACWX, VGSH, VTIP, FI | 13F-HR | 23 Jul 2019, 14:01 |
| Q1 2019 | 60 | $202,979,000 | +$7,069,557 | -$7,924,146 | -$854,589 | VTI, ACWX, FI, VWO, BRKB | 13F-HR | 18 Apr 2019, 12:18 |
| Q4 2018 | 54 | $181,545,000 | +$13,459,321 | -$41,685,148 | -$28,225,827 | VTI, ACWX, VWO, FI, BRKB | 13F-HR | 23 Jan 2019, 10:08 |
| Q3 2018 | 48 | $237,199,000 | +$9,480,965 | -$9,655,377 | -$174,412 | VTI, ACWX, VGSH, VTIP, FI | 13F-HR | 14 Nov 2018, 16:20 |
| Q2 2018 | 46 | $227,613,000 | +$8,196,314 | -$12,457,087 | -$4,260,773 | VTI, ACWX, VGSH, VTIP, FI | 13F-HR | 14 Aug 2018, 14:41 |
| Q1 2018 | 45 | $232,062,000 | +$37,253,655 | -$11,693,857 | +$25,559,798 | VTI, ACWX, VGSH, VTIP, VWO | 13F-HR | 14 May 2018, 14:31 |
| Q4 2017 | 40 | $213,691,000 | +$4,508,250 | -$10,275,188 | -$5,766,938 | VTI, ACWX, VWO, FI, BRKB | 13F-HR | 14 Feb 2018, 13:00 |
| Q3 2017 | 43 | $210,586,000 | +$1,461,197 | -$8,815,884 | -$7,354,687 | VTI, ACWX, AMJ, VWO, FI | 13F-HR | 15 Nov 2017, 10:02 |
| Q2 2017 | 59 | $209,577,000 | +$4,010,255 | -$7,952,178 | -$3,941,923 | VTI, ACWX, AMJ, VWO, FI | 13F-HR | 11 Aug 2017, 09:35 |
| Q1 2017 | 57 | $208,302,000 | +$10,347,807 | -$5,760,300 | +$4,587,507 | VTI, ACWX, AMJ, BRKB, VWO | 13F-HR | 15 May 2017, 09:18 |
| Q4 2016 | 45 | $191,772,000 | +$6,739,036 | -$10,610,846 | -$3,871,810 | VTI, ACWX, AMJ, BRKB, FI | 13F-HR | 14 Feb 2017, 15:30 |
| Q3 2016 | 40 | $191,530,000 | +$869,700 | -$24,048,413 | -$23,178,713 | VTI, ACWX, XLK, BRKB, AMJ | 13F-HR | 14 Nov 2016, 18:52 |
| Q2 2016 | 41 | $208,441,000 | +$3,236,721 | -$42,141,077 | -$38,904,356 | VTI, ACWX, BRKB, AMJ, XLK | 13F-HR | 15 Aug 2016, 17:29 |
| Q1 2016 | 63 | $241,433,000 | +$46,654,360 | -$12,992,259 | +$33,662,101 | VTI, ACWX, BRKB, XLK, VWO | 13F-HR | 12 May 2016, 17:23 |
| Q4 2015 | 64 | $204,741,000 | +$34,325,374 | -$44,177,986 | -$9,852,612 | VTI, BRKB, XLK, FI, MLPI | 13F-HR | 16 Feb 2016, 14:38 |
| Q3 2015 | 55 | $207,731,000 | +$16,867,721 | -$17,496,610 | -$628,889 | VTI, ACWX, BRKB, XLK, AMJ | 13F-HR | 16 Nov 2015, 10:09 |
| Q2 2015 | 86 | $228,296,000 | +$3,874,414 | -$4,064,710 | -$190,296 | VTI, ACWX, BRKB, AMJ, XLK | 13F-HR | 10 Aug 2015, 17:29 |
| Q1 2015 | 85 | $231,434,000 | +$24,448,460 | -$4,221,529 | +$20,226,931 | VTI, ACWX, BRKB, AMJ, XLK | 13F-HR | 15 May 2015, 17:08 |
| Q4 2014 | 54 | $209,348,000 | +$29,621,527 | -$13,909,853 | +$15,711,674 | VTI, ACWX, AMJ, BRKB, XLK | 13F-HR | 17 Feb 2015, 07:30 |
| Q3 2014 | 42 | $192,786,000 | +$2,796,733 | -$1,554,739 | +$1,241,994 | VTI, ACWX, AMJ, BRKB, XLK | 13F-HR | 13 Nov 2014, 17:40 |
| Q2 2014 | 44 | $192,141,000 | +$12,344,075 | -$6,558,080 | +$5,785,995 | VTI, ACWX, AMJ, BRKB, XLK | 13F-HR | 12 Aug 2014, 18:06 |
| Q1 2014 | 39 | $177,739,000 | +$13,334,729 | -$18,005,828 | -$4,671,099 | VTI, ACWX, AMJ, DEM, BRKB | 13F-HR | 14 May 2014, 18:34 |
| Q4 2013 | 249 | $181,648,000 | $0 | $0 | $0 | VTI, ACWX, AMJ, BRKB, VWO | Restatement | 26 Feb 2014, 14:32 |