Tim Agnew

Smith & Howard Wealth Management, Llc

Assets Managed

$462.442M

Holdings

Last Quarter

2026 - Q1

Filed Date

25d ago

Growth Rate

4%(2Q avg: 3.28%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith & Howard Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Smith & Howard Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 462.442M in assets, with a quarterly growth rate of 4% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Tim Agnew, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VCRB Vanguard Core Bond Etf Recent Activity Increased 6.89%	18.22%	$84.253M 1.089M shares@ $77.38 avg price	Increased 6.89%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.2%	11.09%	$51.263M 159,786 shares@ $320.83 avg price	Increased 0.2%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 0.88%	8.11%	$37.493M 414,167 shares@ $90.53 avg price	Increased 0.88%
VTV Vanguard Value Etf Recent Activity Increased 6.06%	6.46%	$29.83M 152,034 shares@ $196.21 avg price	Increased 6.06%
JMUB Jpmorgan Municipal Etf Recent Activity Increased 6.16%	4.86%	$22.442M 448,927 shares@ $50.0 avg price	Increased 6.16%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 48.96%	3.99%	$18.447M 28,627 shares@ $644.39 avg price	Increased 48.96%
VUG Vanguard Growth Etf Recent Activity Increased 10.27%	3.75%	$17.336M 39,707 shares@ $436.6 avg price	Increased 10.27%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 5.46%	3.61%	$16.678M 260,262 shares@ $64.08 avg price	Increased 5.46%
VO Vanguard Mid-cap Etf Recent Activity Increased 9.36%	3.36%	$15.504M 53,967 shares@ $287.29 avg price	Increased 9.36%
IEMG Ishares Core Msci Emerging Recent Activity Decreased -0.76%	2.89%	$13.337M 191,210 shares@ $69.76 avg price	Decreased -0.76%

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