Smith & Howard Wealth Management, LLC

Q3 2025 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Value ($000)
$433,637
Num holdings
96
Date filed
11/12/2025
Form type
13F-HR
Prev filing
7/15/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None