• 13F History

Smith & Howard Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$353M
Signature - Title
Tim Agnew - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Smith & Howard Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smith & Howard Wealth Management, LLC reported 82 stock holdings with total value $353M as of Q4 2024. Top holdings included AGG, VTI, IEFA, JMUB, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 82 $353M +$16.5M -$8.23M +$8.27M AGG, VTI, IEFA, JMUB, VTV 13F-HR 2/7/2025, 05:24 PM
Q3 2024 80 $356M +$14.6M -$14.3M +$373K AGG, VTI, IEFA, VTV, JMUB 13F-HR 10/23/2024, 02:59 PM
Q2 2024 81 $335M +$16.5M -$5.68M +$10.8M AGG, VTI, IEFA, VTV, JMUB 13F-HR 7/16/2024, 09:34 AM
Q1 2024 76 $323M +$38.1M -$12.1M +$25.9M AGG, VTI, IEFA, VTV, VEA 13F-HR 4/15/2024, 01:26 PM
Q4 2023 71 $283M +$9.29M -$33.7M -$24.4M VTI, AGG, IEFA, VTV, VEA 13F-HR 2/1/2024, 08:41 AM
Q3 2023 68 $284M +$24.9M -$13.5M +$11.4M VTI, AGG, IEFA, MUB, JMUB 13F-HR 10/13/2023, 10:52 AM
Q2 2023 68 $284M +$4.47M -$16.5M -$12M VTI, AGG, IEFA, MUB, VTV 13F-HR 7/17/2023, 11:00 AM
Q1 2023 69 $290M +$23.1M -$6.08M +$17M VTI, AGG, IEFA, MUB, VEA 13F-HR 4/13/2023, 10:52 AM
Q4 2022 68 $262M +$27.3M -$14.8M +$12.5M VTI, IEFA, AGG, MUB, VEA 13F-HR 2/6/2023, 06:12 PM
Q3 2022 66 $235M +$26.5M -$11M +$15.5M VTI, AGG, IEFA, MUB, VEA 13F-HR 10/18/2022, 02:04 PM
Q2 2022 66 $236M +$30.5M -$2.65M +$27.9M VTI, AGG, IEFA, MUB, VTV 13F-HR 8/5/2022, 12:48 PM
Q1 2022 69 $238M +$31M -$3M +$28M VTI, AGG, IEFA, MUB, VEA 13F-HR 5/3/2022, 10:22 AM
Q4 2021 69 $221M +$18.3M -$15.4M +$2.9M VTI, AGG, IEFA, VEA, MUB 13F-HR 1/18/2022, 02:35 PM
Q3 2021 68 $212M +$6.24M -$2.3M +$3.95M VTI, AGG, IEFA, SCHO, VEA 13F-HR 10/22/2021, 12:48 PM
Q2 2021 62 $210M +$16.7M -$15.6M +$1.16M VTI, AGG, IEFA, SCHO, VEA 13F-HR 8/6/2021, 04:21 PM
Q1 2021 63 $199M +$7.85M -$3.74M +$4.11M VTI, AGG, IEFA, STIP, VEA 13F-HR 4/30/2021, 09:56 AM
Q4 2020 64 $188M +$5.65M -$3.75M +$1.9M VTI, AGG, IEFA, STIP, VEA 13F-HR 2/4/2021, 10:17 AM
Q3 2020 64 $170M +$8.85M -$6.53M +$2.33M VTI, AGG, IEFA, STIP, VEA 13F-HR 11/4/2020, 07:31 AM
Q2 2020 65 $161M +$13.5M -$26.6M -$13.1M VTI, IEFA, AGG, STIP, VEA 13F-HR 8/4/2020, 09:44 AM
Q1 2020 66 $157M +$15.5M -$88.6M -$73.1M VTI, ACWX, AGG, STIP, SCHO 13F-HR 4/22/2020, 12:24 PM
Q4 2019 88 $294M +$37.2M -$5.85M +$31.3M VTI, ACWX, FI, VGSH, VTIP 13F-HR 1/13/2020, 11:52 AM
Q3 2019 75 $251M +$34.5M -$22M +$12.5M VTI, ACWX, VGSH, FI, VTIP 13F-HR 11/12/2019, 08:23 AM
Q2 2019 62 $237M +$40.9M -$11.7M +$29.2M VTI, ACWX, VGSH, VTIP, FI 13F-HR 7/23/2019, 02:01 PM
Q1 2019 60 $203M +$7.07M -$6.83M +$242K VTI, ACWX, FI, VWO, BRKB 13F-HR 4/18/2019, 12:18 PM
Q4 2018 54 $182M +$13.5M -$2.41M +$11.1M VTI, ACWX, VWO, FI, BRKB 13F-HR 1/23/2019, 09:08 AM
Q3 2018 48 $237M +$9.48M -$9.41M +$75.6K VTI, ACWX, VGSH, VTIP, FI 13F-HR 11/14/2018, 03:20 PM
Q2 2018 46 $228M +$8.2M -$7.11M +$1.09M VTI, ACWX, VGSH, VTIP, FI 13F-HR 8/14/2018, 02:41 PM
Q1 2018 45 $232M +$37.3M -$11.4M +$25.8M VTI, ACWX, VGSH, VTIP, VWO 13F-HR 5/14/2018, 02:31 PM
Q4 2017 40 $214M +$4.51M -$8.77M -$4.26M VTI, ACWX, VWO, FI, BRKB 13F-HR 2/14/2018, 12:00 PM
Q3 2017 43 $211M +$1.46M -$3.7M -$2.24M VTI, ACWX, AMJ, VWO, FI 13F-HR 11/15/2017, 09:02 AM
Q2 2017 59 $210M +$4.01M -$6.82M -$2.81M VTI, ACWX, AMJ, VWO, FI 13F-HR 8/11/2017, 09:35 AM
Q1 2017 57 $208M +$10.3M -$3.48M +$6.87M VTI, ACWX, AMJ, BRKB, VWO 13F-HR 5/15/2017, 09:18 AM
Q4 2016 45 $192M +$6.74M -$10.6M -$3.87M VTI, ACWX, AMJ, BRKB, FI 13F-HR 2/14/2017, 02:30 PM
Q3 2016 40 $192M +$870K -$22.9M -$22M VTI, ACWX, XLK, BRKB, AMJ 13F-HR 11/14/2016, 05:52 PM
Q2 2016 41 $208M +$3.24M -$36.3M -$33M VTI, ACWX, BRKB, AMJ, XLK 13F-HR 8/15/2016, 05:29 PM
Q1 2016 63 $241M +$46.7M -$6.82M +$39.8M VTI, ACWX, BRKB, XLK, VWO 13F-HR 5/12/2016, 05:23 PM
Q4 2015 64 $205M +$34.3M -$10.3M +$24M VTI, BRKB, XLK, FI, MLPI 13F-HR 2/16/2016, 01:38 PM
Q3 2015 55 $208M +$16.9M -$7.8M +$9.07M VTI, ACWX, BRKB, XLK, AMJ 13F-HR 11/16/2015, 09:09 AM
Q2 2015 86 $228M +$3.87M -$2.41M +$1.46M VTI, ACWX, BRKB, AMJ, XLK 13F-HR 8/10/2015, 05:29 PM
Q1 2015 85 $231M +$24.4M -$3.71M +$20.7M VTI, ACWX, BRKB, AMJ, XLK 13F-HR 5/15/2015, 05:08 PM
Q4 2014 54 $209M +$29.6M -$11.9M +$17.7M VTI, ACWX, AMJ, BRKB, XLK 13F-HR 2/17/2015, 06:30 AM
Q3 2014 42 $193M +$2.8M -$460K +$2.34M VTI, ACWX, AMJ, BRKB, XLK 13F-HR 11/13/2014, 04:40 PM
Q2 2014 44 $192M +$12.3M -$5.82M +$6.53M VTI, ACWX, AMJ, BRKB, XLK 13F-HR 8/12/2014, 06:06 PM
Q1 2014 39 $178M +$13.3M -$6.23M +$7.1M VTI, ACWX, AMJ, DEM, BRKB 13F-HR 5/14/2014, 06:34 PM
Q4 2013 240 $182M VTI, ACWX, AMJ, BRKB, VWO Restatement 2/26/2014, 01:32 PM