Holdings

Smith & Howard Wealth Management, LLC

As of Jun 30, 2026, Smith & Howard Wealth Management, LLC reported 30 positions worth US$27.3M. Largest: Coca-cola Company (the), Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Coca-cola Company (the)76,088US$6.18M−224Jun 30, 2026
Berkshire Hathaway Inc.7,916US$3.96M−25Jun 30, 2026
Apple Inc8,193US$2.37M−956Jun 30, 2026
Nvidia Corporation8,688US$1.74M−722Jun 30, 2026
Pinterest, Inc.65,223US$1.37M+8,414Jun 30, 2026
Alphabet Inc (google) Class C3,773US$1.35M−133Jun 30, 2026
Home Depot, Inc. (the)3,604US$1.27M−222Jun 30, 2026
Johnson & Johnson4,975US$1.26M−611Jun 30, 2026
Microsoft Corp.1,842US$687K−4Jun 30, 2026
Costco Wholesale Corporation685US$641K−37Jun 30, 2026