Smith & Howard Wealth Management, LLC has released its latest 13F filing, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the firm’s investment strategies and portfolio allocations within the wealth management industry.

Smith & Howard Wealth Management, based in Atlanta, Georgia, is a notable player in the wealth management sector. The firm specializes in managing assets for clients, focusing on investment strategies that align with their financial goals. The company has a history of filing regular 13F reports, with the most recent submission being on October 27, 2026, under accession number 0001398344-26-018840.

What the Filing Says

According to the filing, Smith & Howard Wealth Management reported a total of 126 positions with a combined value of approximately $522.83 million. The firm holds significant shares in various leading companies, including:

  • Apple Inc. - 9,281 shares valued at $3,090,832
  • Amazon.com Inc. - 1,822 shares valued at $453,985
  • Alphabet Inc. (Class A and C) - 1,875 shares valued at $645,096 and 2,345 shares valued at $799,153 respectively
  • Berkshire Hathaway Inc. - 7,748 shares valued at $3,858,294
  • Microsoft Corp. - 4,048 shares valued at $2,076,362

These figures illustrate the firm’s strategic focus on technology and consumer goods, sectors that have shown resilience and growth potential.

Impact

The latest filing may affect various stakeholders, including clients, competitors, and market analysts. Clients may feel reassured by the firm's diversified portfolio, which includes substantial investments in well-established companies. Competitors will likely analyze Smith & Howard's investment choices to gauge market trends and client preferences.

What's Next

The filing does not say what happens next regarding any potential changes in investment strategy or future filings. However, the regularity of Smith & Howard's 13F submissions suggests that stakeholders can expect ongoing updates in the future.