Cahaba Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Cahaba Wealth Management, Inc. reported 158 stock positions worth $1.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.8% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 11.2%) and iShares Core Intl Stock ETF (IXUS, 10.4%). Compared with Q1 2026, it opened 11 new positions, sold out of 6, added to 87 and reduced 46. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale Southern (SO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0001172661-26-002968 ↗ filed Jul 31, 2026
Holdings Value
Holdings 158 stocks · $1.7B
| IVV iShares Core S&P 500 ETF | 29.84% | 660,622 | $494.7M | Add +1.7% |
| UBND Victoryshares Core Plus Bond | 11.22% | 8,561,595 | $186.0M | Add +4.7% |
| IXUS iShares Core Intl Stock ETF | 10.41% | 1,807,604 | $172.5M | Add +2.2% |
| IJH iShares Core S&P Midcap ETF | 9.60% | 2,064,728 | $159.2M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 4.34% | 485,112 | $71.9M | Add +1.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.91% | 737,949 | $64.9M | Reduce -0.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.53% | 1,213,739 | $58.6M | Add +7.5% |
| MUB iShares National Muni Bond E | 2.65% | 408,101 | $43.9M | Add +6.4% |
| VXUS Vanguard Total Intl Stock | 2.63% | 510,479 | $43.6M | Reduce -0.5% |
| SO The Southern Co. | 2.16% | 373,857 | $35.8M | Reduce -4.0% |
| IAGG iShares Intl Aggregate Bond | 1.91% | 626,723 | $31.7M | Add +4.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.90% | 467,183 | $31.6M | Reduce -0.6% |
| SUB iShares Short-Term National | 1.73% | 270,064 | $28.8M | Add +4.2% |
| JPST JPMorgan Ultra-Short Income | 1.36% | 446,878 | $22.6M | Add +10.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.33% | 435,897 | $22.0M | Add +2.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.14% | 328,118 | $18.9M | Reduce -1.2% |
| ACWI iShares MSCI Acwi ETF | 0.52% | 55,328 | $8.7M | Reduce -1.5% |
| AAPL Apple Inc. | 0.47% | 27,142 | $7.9M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 51,830 | $7.1M | Reduce -7.2% |
| ICSH iShares Ultra Short Duration | 0.42% | 136,954 | $6.9M | Add +93.0% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 56,124 | $6.2M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 62,437 | $6.0M | Add +0.8% |
| RJF Raymond James Financial Inc. | 0.35% | 38,562 | $5.9M | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.25% | 11,195 | $4.2M | Add +1.1% |
| NVDA Nvidia Corp. | 0.25% | 20,713 | $4.1M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 7,263 | $3.6M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 0.21% | 28,200 | $3.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 4,596 | $3.4M | Add +3.2% |
| IWD iShares Russell 1000 Value E | 0.19% | 12,841 | $3.1M | Reduce -1.9% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 17,712 | $2.9M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 0.18% | 12,187 | $2.9M | Add +2.0% |
| AWK American Water Works Co. Inc. | 0.17% | 21,980 | $2.9M | Add +1.1% |
| PNFP Pinnacle Financial Partners | 0.16% | 26,957 | $2.7M | Add +984.4% |
| AVGO Broadcom Inc. | 0.14% | 6,040 | $2.3M | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 25,916 | $2.1M | Add +3.3% |
| CAT Caterpillar Inc. | 0.13% | 1,988 | $2.1M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 2,604 | $1.9M | Reduce -18.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 5,056 | $1.9M | Reduce -5.6% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 23,702 | $1.8M | Add +4.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 5,328 | $1.8M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.10% | 4,928 | $1.7M | Add +1.3% |
| AGG iShares Core U.S. Aggregate | 0.10% | 17,203 | $1.7M | Reduce -25.3% |
| J Jacobs Solutions Inc. | 0.10% | 13,418 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.10% | 6,565 | $1.7M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.10% | 1,381 | $1.7M | Add +2.3% |
| IVE iShares S&P 500 Value ETF | 0.09% | 6,641 | $1.5M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.09% | 14,475 | $1.5M | Add +1.1% |
| PANW Palo Alto Networks Inc. | 0.09% | 4,408 | $1.5M | Reduce -1.8% |
| ABCB Ameris Bancorp | 0.09% | 16,283 | $1.5M | Reduce -2.2% |
| WMT Walmart Inc. | 0.09% | 12,739 | $1.4M | Reduce -1.9% |
| IWV iShares Russell 3000 ETF | 0.09% | 3,372 | $1.4M | Add +0.1% |
| HCA HCA Healthcare Inc. | 0.08% | 3,588 | $1.4M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.08% | 3,628 | $1.3M | Add +6.5% |
| HD Home Depot Inc. | 0.08% | 3,606 | $1.3M | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 5,760 | $1.3M | Add +1.3% |
| AFL Aflac Inc. | 0.07% | 10,014 | $1.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,673 | $1.1M | Add +11.3% |
| COST Costco Wholesale Corp. | 0.07% | 1,167 | $1.1M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 0.06% | 3,562 | $1.0M | Reduce -4.3% |
| IWL iShares Russell Top 200 ETF | 0.06% | 5,270 | $975K | Add +0.0% |
| KO The Coca-Cola Co. | 0.06% | 11,705 | $951K | Reduce -0.4% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 6,491 | $950K | Reduce -10.6% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,893 | $947K | Add +5.1% |
| XOM Exxon Mobil Corp. | 0.06% | 6,867 | $939K | Add +2.9% |
| IWO iShares Russell 2000 Growth | 0.06% | 2,353 | $927K | Add +0.1% |
| ABBV Abbvie Inc. | 0.06% | 3,654 | $919K | Add +1.0% |
| MMM 3M Co. | 0.06% | 5,671 | $918K | Add +0.3% |
| MCBS Metrocity Bankshares Inc. | 0.05% | 25,000 | $897K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,386 | $892K | Add +1.0% |
| CLS Celestica Inc. | 0.05% | 2,378 | $867K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,113 | $808K | Reduce -13.7% |
| SCHB Schwab US Broad Market ETF | 0.05% | 27,425 | $794K | Add +2.7% |
| V Visa Inc. Class A | 0.05% | 2,271 | $779K | Reduce -3.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,587 | $774K | Reduce -0.7% |
| MCD McDonald's Corp. | 0.05% | 2,791 | $754K | Add +0.5% |
| AOR iShares Core 60/40 Balanced | 0.04% | 10,607 | $737K | No change |
| IWB iShares Russell 1000 ETF | 0.04% | 1,723 | $706K | Add +0.1% |
| GEV GE Vernova Inc. | 0.04% | 599 | $704K | Add +7.3% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 30,214 | $688K | Add +0.9% |
| DVY iShares Select Dividend ETF | 0.04% | 4,349 | $680K | Add +8.5% |
| RTX RTX Corp. | 0.04% | 3,555 | $674K | Add +0.5% |
| GLD SPDR Gold Shares | 0.04% | 1,826 | $673K | Reduce -14.2% |
| IWN iShares Russell 2000 Value E | 0.04% | 2,983 | $660K | Add +0.4% |
| TRV The Travelers Cos Inc. | 0.04% | 1,935 | $639K | Add +1.3% |
| DAL Delta Air Lines Inc. | 0.04% | 6,806 | $637K | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 825 | $630K | Reduce -33.2% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 3,814 | $628K | Add +1.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 8,069 | $614K | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.04% | 2,040 | $613K | Reduce -0.1% |
| BAC Bank of America Corp. | 0.04% | 10,734 | $612K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.04% | 4,114 | $603K | Add +0.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 12,925 | $596K | Reduce -1.3% |
| PEP Pepsico Inc. | 0.03% | 4,169 | $565K | Add +0.1% |
| USIG iShares Broad Usd Investment | 0.03% | 10,948 | $562K | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,333 | $554K | Add +0.8% |
| WM Waste Management Inc. | 0.03% | 2,473 | $551K | Reduce -0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.03% | 21,172 | $540K | Add +0.6% |
| WMG Warner Music Group Corp. Class A | 0.03% | 19,820 | $537K | Add +0.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 10,618 | $514K | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.03% | 8,349 | $508K | Add +13.4% |
Portfolio Sells Q1 2026 → Q2 2026
| SO The Southern Co. | Reduce -4.0% | 2.16% | −0.39 |
| AGG iShares Core U.S. Aggregate | Reduce -25.3% | 0.10% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 2.63% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -0.1% | 0.08% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -60.3% | 0.02% | −0.03 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.03 |
| RJF Raymond James Financial Inc. | Reduce -0.0% | 0.35% | −0.03 |
| WMT Walmart Inc. | Reduce -1.9% | 0.09% | −0.02 |
| GLD SPDR Gold Shares | Reduce -14.2% | 0.04% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -1.1% | 0.03% | −0.02 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -37.9% | 0.02% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.07% | −0.01 |
| FSSL FS Specialty Lending Fund | Sold out | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -10.7% | 0.02% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -13.7% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -18.6% | 0.12% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -10.6% | 0.06% | −0.01 |
| WM Waste Management Inc. | Reduce -0.2% | 0.03% | −0.01 |
| DE Deere & Co. | Reduce -15.2% | 0.03% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.4% | 0.02% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.3% | 0.04% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.4% | 0.09% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -1.5% | 0.52% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -3.7% | 0.02% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.6% | 0.11% | −0.00 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.06% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 0.02% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.9% | 0.19% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -5.0% | 0.01% | −0.00 |
| D Dominion Energy Inc. | Reduce -6.7% | 0.02% | −0.00 |
| AMGN Amgen Inc. | Reduce -0.9% | 0.01% | −0.00 |
| TSLA Tesla Inc. | Reduce -6.5% | 0.02% | −0.00 |
| V Visa Inc. Class A | Reduce -3.4% | 0.05% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.0% | 0.02% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.3% | 0.02% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.8% | 0.02% | −0.00 |
| IWY iShares Russell Top 200 Grow | Reduce -4.3% | 0.06% | −0.00 |
| ABCB Ameris Bancorp | Reduce -2.2% | 0.09% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.2% | 0.43% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.7% | 0.05% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.3% | 0.37% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.04% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.0% | 0.18% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -33.2% | 0.04% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.6% | 1.90% | +0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.8% | 0.09% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +1.7% | 29.84% | +1.05 |
| IJH iShares Core S&P Midcap ETF | Add +2.2% | 9.60% | +0.34 |
| IJR iShares Core S&P Small-Cap E | Add +1.5% | 4.34% | +0.31 |
| ICSH iShares Ultra Short Duration | Add +93.0% | 0.42% | +0.17 |
| PNFP Pinnacle Financial Partners | Add +984.4% | 0.16% | +0.15 |
| CAT Caterpillar Inc. | Add +0.4% | 0.13% | +0.03 |
| VGT Vanguard Info Tech ETF | New | 0.03% | +0.03 |
| XVV iShares ESG Select Screened | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| CYH Community Health Systems Inc. | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | New | 0.02% | +0.02 |
| MCHP Microchip Technology Inc. | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +2.3% | 0.10% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +1.1% | 0.14% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +6.5% | 0.08% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.2% | 0.21% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.10% | +0.01 |
| GEV GE Vernova Inc. | Add +7.3% | 0.04% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.8% | 0.03% | +0.01 |
| AAPL Apple Inc. | Add +0.5% | 0.47% | +0.01 |
| GE General Electric | Add +1.0% | 0.05% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +11.3% | 0.07% | +0.01 |
| DAL Delta Air Lines Inc. | Add +0.3% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +1.2% | 0.25% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.02% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.0% | 0.18% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +2.2% | 10.41% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.06% | +0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +32.1% | 0.02% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +12.1% | 0.02% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +2.7% | 0.05% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.0% | 0.11% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +13.4% | 0.03% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.3% | 0.08% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 0.06% | +0.00 |
| ABBV Abbvie Inc. | Add +1.0% | 0.06% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.09% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +3.3% | 0.02% | +0.00 |
| SFY Sofi Select 500 ETF | Add +0.5% | 0.03% | +0.00 |
| BAC Bank of America Corp. | Add +0.2% | 0.04% | +0.00 |
| IWN iShares Russell 2000 Value E | Add +0.4% | 0.04% | +0.00 |
| IWL iShares Russell Top 200 ETF | Add +0.0% | 0.06% | +0.00 |
| ETN Eaton Corp. PLC | Add +0.4% | 0.02% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.04% | +0.00 |
| CINF Cincinnati Financial Corp. | Add +0.6% | 0.01% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| V Visa Inc. Class A | call | Sold out | 100 | $30Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 158 | $1.7B | IVV, UBND, IXUS, IJH, IJR |
| Q1 2026 | 153 | $1.5B | IVV, UBND, IXUS, IJH, IJR |
| Q4 2025 | 156 | $1.4B | IVV, UBND, IXUS, IJH, SPYM |
| Q3 2025 | 157 | $1.4B | IVV, UBND, IXUS, IJH, SPYM |
| Q2 2025 | 155 | $1.3B | IVV, AGG, IXUS, IJH, SPYM |
| Q1 2025 | 147 | $1.2B | IVV, AGG, IXUS, IJH, IJR |
| Q4 2024 | 145 | $1.2B | IVV, AGG, IJH, IXUS, IJR |
| Q3 2024 | 151 | $1.2B | IVV, AGG, IXUS, IJH, IJR |
| Q2 2024 | 149 | $1.1B | IVV, AGG, IXUS, IJH, IJR |
| Q1 2024 | 149 | $1.1B | IVV, AGG, IXUS, IJH, IJR |