Smith & Howard Wealth Management, LLC
Annual return '25
+10.4%
SPY '25
+17.7%
Alpha
-7.3ptsvs SPY
Invested
$462.4M
Holdings
88
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 73%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCRB
VANGUARD MALVERN FDS
Q1 2026: Exited (was 1.02M shares)
18.2%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 159.5k shares)
11.1%
03
$IEFA
ISHARES TR
Q1 2026: Exited (was 3.3k shares)
8.1%
04
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 1.0k shares)
6.5%
05
$JMUB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 422.9k shares)
4.9%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 1.2k shares)
4.0%
07
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 36.0k shares)
3.7%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 246.8k shares)
3.6%
09
$VO
VANGUARD INDEX FDS
Q1 2026: Exited (was 400 shares)
3.4%
10
$IEMG
ISHARES INC
Q1 2026: Exited (was 192.7k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:03 UTC.