Smith & Howard Wealth Management, LLC

Q2 2026 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Value
$503M
Value excl. options
$486M
Num holdings
112
Date filed
8/3/2026
Form type
13F-HR
Prev filing
4/27/2026
Next filing
10/27/2026
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) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None