Smith & Howard Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales Observed
A detailed analysis of holdings changes for Smith & Howard Wealth Management, LLC as of June 30, 2026.
As reported by InsiderSet data covering the period ending June 30, 2026, Smith & Howard Wealth Management has shown notable activity in its portfolio. The firm manages a substantial total value of $478 million.
The analysis focuses on changes observed during this quarter:
- Vanguard Total Stock Market ETF (VO) and iShares Core MSCI World ex US Small Cap ETF (IWF) were among the largest additions.
- Purchasing Activity: Smith & Howard significantly increased its position in several Vanguard and iShares index funds, including VUG, VO, MMIT (New York Life Investments Active Equity Fund), and notably added shares to the long-standing holdings of VCRB, AGG, and JMUB.
- Selling Activity: The firm also sold positions in several ETFs, including exits from EEM, and reductions in holdings like BND (Vanguard Balanced Index Fund) and EAG.
The portfolio's structure remains heavily weighted towards fixed income, with the "Unknown" sector allocation still dominating at 94.29%. However, there is active management within this space.
Smith & Howard appears to favor broad-based index funds and ETFs for a significant portion of its strategy, as evidenced by substantial purchases in VUG, VO, and IWF. These additions suggest confidence in global small-cap stocks, U.S. large-cap growth stocks, and the broader MSCI World ex US market (excluding the U.S.).
Conversely, the firm reduced its exposure to specific sectors or themes reflected by other ETFs like EEM, which focuses on emerging markets equities. The sale of EEM aligns with a potential strategic shift away from high-growth, volatile international small-cap stocks.
Additionally, Smith & Howard maintained its core holdings by increasing shares in established ETFs such as VCRB, the Vanguard Total Bond Market ETF; AGG, iShares Core Aggregate Bond Fund (though AGG allocation increased slightly, it's already a core holding); and JMUB, JPMorgan Exchange-Traded Fund.
The firm also purchased shares in the actively managed fund MMIT (New York Life Investments Active Equity), indicating a potential allocation to professional money management within its fixed income strategy. Overall, Smith & Howard's portfolio adjustments this quarter reflect ongoing tactical shifts and reinforcement of existing positions across various asset classes represented by ETFs.