Smith & Howard Wealth Management, LLC

Q3 2026 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Value
$523M
Value excl. options
$510M
Num holdings
126
Date filed
10/27/2026
Form type
13F-HR
Prev filing
8/3/2026
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) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None