Smith & Howard Wealth Management, LLC
Smith & Howard Wealth Management, LLC reported 112 holdings worth US$503M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Smith & Howard Wealth Management, LLC reported 112 holdings worth US$503M as of Jun 30, 2026. Largest: Coca-cola Company (the), Berkshire Hathaway Inc. and Apple Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 112
- Value as reported
- US$503M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Coca-cola Company (the) | 76,088 | US$6.18M | 1.2% |
| Berkshire Hathaway Inc. | 7,916 | US$3.96M | 0.79% |
| Apple Inc | 8,193 | US$2.37M | 0.47% |
| Nvidia Corporation | 8,688 | US$1.74M | 0.35% |
| Pinterest, Inc. | 65,223 | US$1.37M | 0.27% |
| Alphabet Inc (google) Class C | 3,773 | US$1.35M | 0.27% |
| Home Depot, Inc. (the) | 3,604 | US$1.27M | 0.25% |
| Johnson & Johnson | 4,975 | US$1.26M | 0.25% |
| Microsoft Corp. | 1,842 | US$687K | 0.14% |
| Costco Wholesale Corporation | 685 | US$641K | 0.13% |
| Jp Morgan Chase & Co. | 1,640 | US$537K | 0.11% |
| Procter & Gamble Company (the) | 3,328 | US$488K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 968 | US$462K | 0.09% |
| Ge Aerospace | 1,103 | US$412K | 0.08% |
| Exxon Mobil Corporation | 2,926 | US$400K | 0.08% |
| Meta Platforms, Inc. | 663 | US$373K | 0.07% |
| General Dynamics Corporation | 1,000 | US$354K | 0.07% |
| Marsh | 2,100 | US$350K | 0.07% |
| Amazon.com, Inc. | 1,341 | US$320K | 0.06% |
| Ge Vernova Inc. | 263 | US$309K | 0.06% |
| Cbiz, Inc. | 9,616 | US$308K | 0.06% |
| Lockheed Martin Corporation | 545 | US$278K | 0.06% |
| Chevron Corporation | 1,653 | US$274K | 0.05% |
| United Community Banks, Inc. | 7,283 | US$256K | 0.05% |
| Bank Of America Corporation | 4,369 | US$249K | 0.05% |
| Regions Financial Corporation | 8,225 | US$248K | 0.05% |
| Abbvie Inc. | 937 | US$236K | 0.05% |
| Mcdonald's Corporation | 806 | US$218K | 0.04% |
| Norfolk Southern Corporation | 655 | US$206K | 0.04% |
| Celestica Inc. | 557 | US$203K | 0.04% |
| Conocophillips | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| Southern Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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