Cahaba Wealth Management, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Cahaba Wealth Management, Inc. reported 149 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.2%) and iShares Core Intl Stock ETF (IXUS, 9.8%). Compared with Q4 2023, it opened 9 new positions, sold out of 2, added to 62 and reduced 57. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale Pinnacle Financial Partners (PNFP, shares −7%).

Most Recent 13F
Q2 2026
Location
Atlanta, GA
CIK
0001716399
Portfolio Value
$1.1B (Q1 2024)
SEC Filing
0001172661-24-001919 ↗ filed Apr 22, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.1B $1.1B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 149 stocks · $1.1B
IVV iShares Core S&P 500 ETF 28.99% 606,445 $318.8M Add +3.0%
AGG iShares Core U.S. Aggregate 12.17% 1,366,297 $133.8M Add +3.5%
IXUS iShares Core Intl Stock ETF 9.77% 1,583,224 $107.4M Add +3.7%
IJH iShares Core S&P Midcap ETF 9.59% 1,736,266 $105.5M Add +4.2%
IJR iShares Core S&P Small-Cap E 4.02% 400,455 $44.3M Add +5.1%
ISTB iShares Core 1-5 Year Usd Bo 3.30% 766,076 $36.3M Add +6.6%
SPYM Ste STR SPDR PT S&P 500 ETF 3.28% 586,094 $36.1M Reduce -1.4%
SUB iShares Short-Term National 2.64% 277,128 $29.0M Add +4.7%
VXUS Vanguard Total Intl Stock 2.60% 474,575 $28.6M Add +1.1%
IAGG iShares Intl Aggregate Bond 2.07% 455,132 $22.7M Add +2.3%
MUB iShares National Muni Bond E 2.06% 210,212 $22.6M Add +15.4%
SO The Southern Co. 1.96% 300,105 $21.5M Add +1.3%
SPMD SS SPDR P S&P 400 Midcap ETF 1.49% 306,632 $16.4M Add +0.6%
VTEB Vanguard Tax-Exempt Bond ETF 1.34% 290,233 $14.7M Add +4.2%
JPST JPMorgan Ultra-Short Income 1.23% 268,284 $13.5M Add +7.4%
SPAB SS SPDR P Agg Bond ETF 0.74% 321,372 $8.1M Add +0.7%
SPSM SS SPDR P S&P 600 Small Cap 0.74% 188,533 $8.1M Add +1.8%
ACWI iShares MSCI Acwi ETF 0.61% 60,839 $6.7M Reduce -0.3%
RJF Raymond James Financial Inc. 0.54% 46,254 $5.9M No change
IVW iShares S&P 500 Growth ETF 0.53% 69,483 $5.9M Reduce -1.4%
IEFA iShares Core MSCI Eafe ETF 0.52% 76,424 $5.7M Reduce -0.9%
MSFT Microsoft Corp. 0.49% 12,880 $5.4M Reduce -1.0%
IWR iShares Russell Mid-Cap ETF 0.49% 63,811 $5.4M Add +0.2%
AAPL Apple Inc. 0.45% 28,719 $4.9M Add +2.5%
AWK American Water Works Co. Inc. 0.43% 39,030 $4.8M Add +0.6%
IWF iShares Russell 1000 Growth 0.28% 9,256 $3.1M Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 6,988 $2.9M Add +15.2%
NVDA Nvidia Corp. 0.25% 3,032 $2.7M Reduce -26.0%
ICSH iShares Ultra Short Duration 0.23% 49,614 $2.5M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 4,777 $2.5M Reduce -1.3%
IWD iShares Russell 1000 Value E 0.22% 13,289 $2.4M Reduce -0.1%
AMZN Amazon.com Inc. 0.21% 12,759 $2.3M Add +12.1%
SHY iShares 1-3 Year Treasury Bo 0.19% 25,726 $2.1M Add +2.8%
IVE iShares S&P 500 Value ETF 0.17% 9,962 $1.9M Reduce -1.2%
PNFP Pinnacle Financial Partners 0.15% 19,337 $1.7M Reduce -6.6%
HCA HCA Healthcare Inc. 0.15% 4,957 $1.7M Reduce -9.5%
UNH Unitedhealth Group Inc. 0.13% 2,859 $1.4M Add +0.3%
ITOT iShares Core S&P Total U.S. 0.13% 12,262 $1.4M Add +1.1%
HD Home Depot Inc. 0.13% 3,610 $1.4M Reduce -9.1%
BND Vanguard Total Bond Market 0.12% 18,531 $1.3M Add +0.3%
EFA iShares MSCI Eafe ETF 0.11% 15,681 $1.3M Reduce -5.4%
LLY Eli Lilly & Co. 0.11% 1,529 $1.2M Reduce -0.5%
JNJ Johnson & Johnson 0.11% 7,520 $1.2M Reduce -2.4%
PEP Pepsico Inc. 0.11% 6,756 $1.2M Reduce -0.3%
IWY iShares Russell Top 200 Grow 0.11% 5,954 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.10% 4,375 $1.1M Reduce -0.5%
XOM Exxon Mobil Corp. 0.10% 9,026 $1.0M Reduce -1.9%
BSV Vanguard Short-Term Bond ETF 0.10% 13,623 $1.0M Add +3.1%
IWV iShares Russell 3000 ETF 0.09% 3,363 $1.0M Add +0.2%
MCBS Metrocity Bankshares Inc. 0.09% 40,000 $998K New
KO The Coca-Cola Co. 0.09% 16,284 $996K Reduce -6.0%
AVGO Broadcom Inc. 0.09% 744 $985K Reduce -0.1%
QUAL iShares MSCI USA Quality Fac 0.09% 5,829 $958K No change
COST Costco Wholesale Corp. 0.09% 1,303 $955K Add +18.4%
IWL iShares Russell Top 200 ETF 0.08% 7,295 $927K Reduce -16.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 3,842 $921K No change
QQQ Invesco QQQ Trust Series 1 0.08% 2,044 $908K Add +12.3%
MCD McDonald's Corp. 0.08% 3,203 $903K Reduce -1.2%
AFL Aflac Inc. 0.08% 10,114 $868K Add +6.3%
GOOG Alphabet Inc. Class C 0.08% 5,569 $848K Reduce -0.4%
CAT Caterpillar Inc. 0.08% 2,282 $836K Add +2.8%
ABCB Ameris Bancorp 0.07% 16,490 $798K Reduce -10.0%
WMT Walmart Inc. 0.07% 13,060 $786K Reduce -0.6%
AOR iShares Core 60/40 Balanced 0.07% 13,914 $775K Reduce -6.5%
PG The Procter & Gamble Co. 0.07% 4,552 $739K Reduce -1.2%
GOVT iShares US Treasury Bond ETF 0.07% 32,069 $730K Add +0.5%
IWB iShares Russell 1000 ETF 0.06% 2,425 $698K Reduce -23.9%
IWP iShares Russell Mid-Cap Grow 0.06% 5,955 $680K Reduce -1.5%
V Visa Inc. Class A 0.06% 2,409 $672K Add +0.1%
IJK iShares S&P Mid-Cap 400 Grow 0.06% 7,154 $653K Reduce -4.1%
JPM JPMorgan Chase & Co. 0.06% 3,237 $648K Reduce -1.3%
IWO iShares Russell 2000 Growth 0.06% 2,368 $641K Reduce -0.4%
VYM Vanguard High DVD Yield ETF 0.06% 5,106 $618K Add +23.1%
PANW Palo Alto Networks Inc. 0.06% 2,160 $614K No change
WM Waste Management Inc. 0.06% 2,862 $610K Reduce -2.2%
ABBV Abbvie Inc. 0.05% 3,248 $591K Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.05% 3,825 $577K No change
MMM 3M Co. 0.05% 5,436 $577K Reduce -1.4%
VIG Vanguard Dividend Apprec ETF 0.05% 3,135 $572K Add +90.7%
DVY iShares Select Dividend ETF 0.05% 4,540 $559K Reduce -7.5%
VOO Vanguard S&P 500 ETF 0.05% 1,158 $557K Add +6.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 11,982 $546K Add +0.5%
MBB iShares MBS ETF 0.05% 5,865 $542K Add +0.6%
IWS iShares Russell Mid-Cap Valu 0.05% 4,317 $541K Reduce -2.9%
RTX RTX Corp. 0.05% 5,401 $527K Reduce -4.2%
USIG iShares Broad Usd Investment 0.05% 9,874 $501K Add +0.7%
BNDX Vanguard Total Intl Bond ETF 0.04% 10,021 $493K Add +0.3%
SCHZ Schwab US Aggregate Bond ETF 0.04% 10,681 $491K Add +0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 12,479 $473K Add +5.7%
META Meta Platforms Inc. Class A 0.04% 954 $463K Add +30.3%
MRK Merck & Co. Inc. 0.04% 3,456 $456K Add +0.2%
ABT Abbott Laboratories 0.04% 3,978 $452K Reduce -1.2%
TILE Interface Inc. 0.04% 26,079 $439K No change
IWN iShares Russell 2000 Value E 0.04% 2,681 $426K Reduce -0.5%
TRV The Travelers Cos Inc. 0.04% 1,832 $422K No change
IWM iShares Russell 2000 ETF 0.04% 1,964 $413K Reduce -0.1%
ACWX iShares MSCI Acwi Ex US ETF 0.04% 7,727 $413K Reduce -3.4%
MCHP Microchip Technology Inc. 0.04% 4,578 $411K Reduce -0.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.04% 5,338 $390K No change
T AT&T Inc. 0.04% 21,945 $386K Add +4.1%
J Jacobs Solutions Inc. 0.03% 2,500 $384K No change
ORCL Oracle Corp. 0.03% 3,021 $379K Add +6.7%
DE Deere & Co. 0.03% 912 $375K No change
MRSH Marsh & McLennan Cos 0.03% 1,812 $373K Add +0.1%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 7,359 $369K No change
TMO Thermo Fisher Scientific Inc. 0.03% 583 $339K Add +0.3%
DAL Delta Air Lines Inc. 0.03% 7,038 $337K Add +2.6%
LIN Linde PLC 0.03% 722 $335K Reduce -1.1%
VOOV Vanguard S&P 500 Value ETF 0.03% 1,823 $329K Add +0.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.03% 1,301 $325K No change
PRF Invesco Rafi US 1000 ETF 0.03% 8,429 $324K Reduce -3.1%
JHSC John Hancock Multi Small Cap 0.03% 8,317 $320K No change
ETN Eaton Corp. PLC 0.03% 975 $305K No change
AMGN Amgen Inc. 0.03% 1,063 $302K No change
LOW Lowe's Cos Inc. 0.03% 1,180 $300K Add +19.3%
GE General Electric 0.03% 1,710 $300K Reduce -1.4%
NEE Nextera Energy Inc. 0.03% 4,568 $292K Add +1.4%
IYF iShares US Financials ETF 0.03% 3,040 $291K Add +0.3%
FSK FS KKR Capital Corp. 0.03% 15,210 $290K Add +3.0%
TGT Target Corp. 0.03% 1,624 $288K New
GLD SPDR Gold Shares 0.03% 1,397 $287K Add +4.8%
WSM Williams-Sonoma Inc. 0.03% 866 $275K New
LMT Lockheed Martin Corp. 0.02% 603 $274K Reduce -0.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 1,156 $272K New
BLK BlackRock Finance Inc. 0.02% 324 $270K No change
XLV SS Health Care Select Sector 0.02% 1,810 $267K Reduce -2.7%
XLK SS Technology Select Sector 0.02% 1,261 $263K Add +0.1%
GCO Genesco Inc. 0.02% 9,000 $253K No change
PAYX Paychex Inc. 0.02% 2,054 $252K Add +0.1%
CULL Cullman Bancorp Inc. 0.02% 25,147 $250K Add +0.6%
MA Mastercard Inc. Class A 0.02% 518 $249K No change
ADP Automatic Data Processing 0.02% 989 $247K Reduce -0.6%
UPS United Parcel Service Class B 0.02% 1,635 $243K Reduce -7.0%
SYY Sysco Corp. 0.02% 2,971 $241K Reduce -10.4%
PFE Pfizer Inc. 0.02% 8,640 $240K Reduce -12.0%
BOX Box Inc. Class A 0.02% 8,439 $239K No change
QCOM Qualcomm Inc. 0.02% 1,387 $235K Add +0.1%
IQV Iqvia Holdings Inc. 0.02% 906 $229K Reduce -12.1%
EMR Emerson Electric Co. 0.02% 2,007 $228K New
AMD Advanced Micro Devices 0.02% 1,234 $223K New
VEA Vanguard Ftse Developed ETF 0.02% 4,356 $219K Add +0.3%
USB US Bancorp 0.02% 4,727 $211K Reduce -2.2%
BMY Bristol-Myers Squibb Co. 0.02% 3,872 $210K Reduce -2.3%
IHI iShares U.S. Medical Devices 0.02% 3,496 $205K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.02% 1,312 $205K New
CVX Chevron Corp. 0.02% 1,286 $203K New
FSCO FS Credit Opportunities Corp. 0.01% 23,769 $141K Add +17.5%
TASEKO MINES LTD 0.01% 36,134 $78K No change
SIRI Sirius XM Holdings Inc. 0.01% 14,210 $55K Add +1.2%

Portfolio Sells Q4 2023 → Q1 2024
PNFP Pinnacle Financial Partners Reduce -6.6% 0.15% −0.03
ZTS Zoetis Inc. Sold out 0.00% −0.02
ABCB Ameris Bancorp Reduce -10.0% 0.07% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -0.9% 0.52% −0.02
ICSH iShares Ultra Short Duration Reduce -1.1% 0.23% −0.02
IWB iShares Russell 1000 ETF Reduce -23.9% 0.06% −0.02
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -1.4% 3.28% −0.02
IWL iShares Russell Top 200 ETF Reduce -16.7% 0.08% −0.02
MCD McDonald's Corp. Reduce -1.2% 0.08% −0.01
JNJ Johnson & Johnson Reduce -2.4% 0.11% −0.01
KO The Coca-Cola Co. Reduce -6.0% 0.09% −0.01
HD Home Depot Inc. Reduce -9.1% 0.13% −0.01
EFA iShares MSCI Eafe ETF Reduce -5.4% 0.11% −0.01
AOR iShares Core 60/40 Balanced Reduce -6.5% 0.07% −0.01
MMM 3M Co. Reduce -1.4% 0.05% −0.01
ACWI iShares MSCI Acwi ETF Reduce -0.3% 0.61% −0.01
PEP Pepsico Inc. Reduce -0.3% 0.11% −0.01
DVY iShares Select Dividend ETF Reduce -7.5% 0.05% −0.01
PFE Pfizer Inc. Reduce -12.0% 0.02% −0.01
UPS United Parcel Service Class B Reduce -7.0% 0.02% −0.01
IVE iShares S&P 500 Value ETF Reduce -1.2% 0.17% −0.00
MCHP Microchip Technology Inc. Reduce -0.5% 0.04% −0.00
ACWX iShares MSCI Acwi Ex US ETF Reduce -3.4% 0.04% −0.00
ABT Abbott Laboratories Reduce -1.2% 0.04% −0.00
IQV Iqvia Holdings Inc. Reduce -12.1% 0.02% −0.00
IWN iShares Russell 2000 Value E Reduce -0.5% 0.04% −0.00
LMT Lockheed Martin Corp. Reduce -0.8% 0.02% −0.00
SYY Sysco Corp. Reduce -10.4% 0.02% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -2.9% 0.05% −0.00
IWM iShares Russell 2000 ETF Reduce -0.1% 0.04% −0.00
IWD iShares Russell 1000 Value E Reduce -0.1% 0.22% −0.00
USB US Bancorp Reduce -2.2% 0.02% −0.00
IWO iShares Russell 2000 Growth Reduce -0.4% 0.06% −0.00
BMY Bristol-Myers Squibb Co. Reduce -2.3% 0.02% −0.00
GOOG Alphabet Inc. Class C Reduce -0.4% 0.08% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 0.23% −0.00
PRF Invesco Rafi US 1000 ETF Reduce -3.1% 0.03% −0.00
XLV SS Health Care Select Sector Reduce -2.7% 0.02% −0.00
IWP iShares Russell Mid-Cap Grow Reduce -1.5% 0.06% −0.00
LICYQ Li-Cycle Holdings Corp. Sold out 0.00% −0.00
ADP Automatic Data Processing Reduce -0.6% 0.02% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.10% 0.00
PG The Procter & Gamble Co. Reduce -1.2% 0.07% +0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -4.1% 0.06% +0.00
RTX RTX Corp. Reduce -4.2% 0.05% +0.00
LIN Linde PLC Reduce -1.1% 0.03% +0.00
IWF iShares Russell 1000 Growth Reduce -1.4% 0.28% +0.00
WMT Walmart Inc. Reduce -0.6% 0.07% +0.00
HCA HCA Healthcare Inc. Reduce -9.5% 0.15% +0.00
WM Waste Management Inc. Reduce -2.2% 0.06% +0.00

Portfolio Buys Q4 2023 → Q1 2024
IVV iShares Core S&P 500 ETF Add +3.0% 28.99% +1.09
IJH iShares Core S&P Midcap ETF Add +4.2% 9.59% +0.43
MUB iShares National Muni Bond E Add +15.4% 2.06% +0.10
MCBS Metrocity Bankshares Inc. New 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +15.2% 0.27% +0.05
AMZN Amazon.com Inc. Add +12.1% 0.21% +0.04
TGT Target Corp. New 0.03% +0.03
WSM Williams-Sonoma Inc. New 0.03% +0.03
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.02% +0.02
VIG Vanguard Dividend Apprec ETF Add +90.7% 0.05% +0.02
EMR Emerson Electric Co. New 0.02% +0.02
AMD Advanced Micro Devices New 0.02% +0.02
IHI iShares U.S. Medical Devices New 0.02% +0.02
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.02% +0.02
CVX Chevron Corp. New 0.02% +0.02
META Meta Platforms Inc. Class A Add +30.3% 0.04% +0.02
COST Costco Wholesale Corp. Add +18.4% 0.09% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.6% 1.49% +0.01
CAT Caterpillar Inc. Add +2.8% 0.08% +0.01
VYM Vanguard High DVD Yield ETF Add +23.1% 0.06% +0.01
QQQ Invesco QQQ Trust Series 1 Add +12.3% 0.08% +0.01
LOW Lowe's Cos Inc. Add +19.3% 0.03% +0.01
ORCL Oracle Corp. Add +6.7% 0.03% +0.00
MRK Merck & Co. Inc. Add +0.2% 0.04% +0.00
BAC Bank of America Corp. Add +5.7% 0.04% +0.00
VOO Vanguard S&P 500 ETF Add +6.3% 0.05% +0.00
DAL Delta Air Lines Inc. Add +2.6% 0.03% +0.00
ITOT iShares Core S&P Total U.S. Add +1.1% 0.13% +0.00
QCOM Qualcomm Inc. Add +0.1% 0.02% +0.00
FSCO FS Credit Opportunities Corp. Add +17.5% 0.01% +0.00
AFL Aflac Inc. Add +6.3% 0.08% +0.00
GLD SPDR Gold Shares Add +4.8% 0.03% +0.00
IYF iShares US Financials ETF Add +0.3% 0.03% +0.00
IWV iShares Russell 3000 ETF Add +0.2% 0.09% +0.00
TMO Thermo Fisher Scientific Inc. Add +0.3% 0.03% +0.00
T AT&T Inc. Add +4.1% 0.04% +0.00
MRSH Marsh & McLennan Cos Add +0.1% 0.03% −0.00
XLK SS Technology Select Sector Add +0.1% 0.02% −0.00
VOOV Vanguard S&P 500 Value ETF Add +0.4% 0.03% −0.00
NEE Nextera Energy Inc. Add +1.4% 0.03% −0.00
VEA Vanguard Ftse Developed ETF Add +0.3% 0.02% −0.00
V Visa Inc. Class A Add +0.1% 0.06% −0.00
PAYX Paychex Inc. Add +0.1% 0.02% −0.00
SIRI Sirius XM Holdings Inc. Add +1.2% 0.01% −0.00
FSK FS KKR Capital Corp. Add +3.0% 0.03% −0.00
IWR iShares Russell Mid-Cap ETF Add +0.2% 0.49% −0.00
CULL Cullman Bancorp Inc. Add +0.6% 0.02% −0.00
BNDX Vanguard Total Intl Bond ETF Add +0.3% 0.04% −0.00
USIG iShares Broad Usd Investment Add +0.7% 0.05% −0.00
SCHZ Schwab US Aggregate Bond ETF Add +0.6% 0.04% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 158$1.7BIVV, UBND, IXUS, IJH, IJR
Q1 2026 153$1.5BIVV, UBND, IXUS, IJH, IJR
Q4 2025 156$1.4BIVV, UBND, IXUS, IJH, SPYM
Q3 2025 157$1.4BIVV, UBND, IXUS, IJH, SPYM
Q2 2025 155$1.3BIVV, AGG, IXUS, IJH, SPYM
Q1 2025 147$1.2BIVV, AGG, IXUS, IJH, IJR
Q4 2024 145$1.2BIVV, AGG, IJH, IXUS, IJR
Q3 2024 151$1.2BIVV, AGG, IXUS, IJH, IJR
Q2 2024 149$1.1BIVV, AGG, IXUS, IJH, IJR
Q1 2024 149$1.1BIVV, AGG, IXUS, IJH, IJR