Cahaba Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Cahaba Wealth Management, Inc. reported 145 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 30.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.1%) and iShares Core S&P Midcap ETF (IJH, 9.5%). Compared with Q3 2024, it opened 6 new positions, sold out of 12, added to 66 and reduced 51. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +0%) and the biggest sale an exit from Vanguard Info Tech ETF (VGT).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001172661-25-000836 ↗ filed Feb 13, 2025
Holdings Value
Holdings 145 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 30.25% | 621,045 | $365.6M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 12.14% | 1,513,617 | $146.7M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 9.54% | 1,849,285 | $115.2M | Add +1.6% |
| IXUS iShares Core Intl Stock ETF | 9.25% | 1,689,331 | $111.7M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 4.13% | 432,917 | $49.9M | Add +2.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.66% | 925,379 | $44.2M | Add +4.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.32% | 581,586 | $40.1M | Reduce -1.7% |
| MUB iShares National Muni Bond E | 2.82% | 319,873 | $34.1M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 2.41% | 494,166 | $29.1M | Add +0.3% |
| IAGG iShares Intl Aggregate Bond | 2.13% | 516,069 | $25.8M | Add +6.8% |
| SO The Southern Co. | 1.90% | 278,453 | $22.9M | Add +2.6% |
| SUB iShares Short-Term National | 1.85% | 212,280 | $22.4M | Add +1.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.43% | 316,285 | $17.3M | Reduce -1.6% |
| JPST JPMorgan Ultra-Short Income | 1.34% | 320,891 | $16.2M | Add +6.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.25% | 302,453 | $15.2M | Add +0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.75% | 362,831 | $9.1M | Add +4.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.72% | 194,484 | $8.7M | Reduce -1.3% |
| ACWI iShares MSCI Acwi ETF | 0.59% | 60,765 | $7.1M | Add +0.6% |
| AAPL Apple Inc. | 0.56% | 27,069 | $6.8M | Add +0.3% |
| RJF Raymond James Financial Inc. | 0.54% | 42,254 | $6.6M | Reduce -8.7% |
| IVW iShares S&P 500 Growth ETF | 0.52% | 62,178 | $6.3M | Reduce -2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 59,409 | $5.3M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.42% | 12,132 | $5.1M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 63,632 | $4.5M | Add +0.5% |
| NVDA Nvidia Corp. | 0.28% | 25,350 | $3.4M | Reduce -7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 6,787 | $3.1M | Reduce -3.1% |
| IWF iShares Russell 1000 Growth | 0.25% | 7,580 | $3.0M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.23% | 12,581 | $2.8M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 4,613 | $2.7M | Reduce -1.0% |
| AWK American Water Works Co. Inc. | 0.22% | 20,888 | $2.6M | Add +0.6% |
| ICSH iShares Ultra Short Duration | 0.21% | 50,819 | $2.6M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.21% | 13,606 | $2.5M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 23,702 | $1.9M | Add +1.3% |
| J Jacobs Solutions Inc. | 0.15% | 13,643 | $1.8M | No change |
| AVGO Broadcom Inc. | 0.13% | 6,849 | $1.6M | Reduce -0.4% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 20,427 | $1.6M | Add +5.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 5,727 | $1.5M | Add +4.9% |
| IVE iShares S&P 500 Value ETF | 0.12% | 7,538 | $1.4M | Reduce -2.7% |
| HCA HCA Healthcare Inc. | 0.12% | 4,664 | $1.4M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.11% | 19,050 | $1.4M | Add +0.1% |
| HD Home Depot Inc. | 0.11% | 3,457 | $1.3M | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,414 | $1.3M | Reduce -1.1% |
| ITOT iShares Core S&P Total U.S. | 0.10% | 9,734 | $1.3M | Reduce -4.3% |
| COST Costco Wholesale Corp. | 0.10% | 1,288 | $1.2M | Reduce -7.1% |
| EFA iShares MSCI Eafe ETF | 0.10% | 15,382 | $1.2M | Add +1.2% |
| IWV iShares Russell 3000 ETF | 0.09% | 3,350 | $1.1M | Reduce -1.0% |
| WMT Walmart Inc. | 0.09% | 12,023 | $1.1M | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.09% | 1,384 | $1.1M | Add +0.1% |
| ABCB Ameris Bancorp | 0.09% | 16,543 | $1.0M | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 5,801 | $1.0M | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 5,400 | $1.0M | Add +0.0% |
| AFL Aflac Inc. | 0.09% | 9,932 | $1.0M | Add +0.0% |
| KO The Coca-Cola Co. | 0.08% | 15,701 | $978K | Reduce -1.5% |
| MCBS Metrocity Bankshares Inc. | 0.08% | 30,000 | $959K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,801 | $921K | Reduce -7.2% |
| T AT&T Inc. | 0.07% | 39,205 | $893K | Reduce -2.7% |
| MCD McDonald's Corp. | 0.07% | 3,077 | $892K | Add +0.0% |
| IWL iShares Russell Top 200 ETF | 0.07% | 5,837 | $845K | Reduce -7.1% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 6,623 | $839K | Reduce -1.1% |
| V Visa Inc. Class A | 0.07% | 2,607 | $824K | Reduce -2.9% |
| IWY iShares Russell Top 200 Grow | 0.07% | 3,492 | $822K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 7,466 | $803K | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.07% | 4,776 | $801K | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.07% | 2,187 | $793K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.06% | 2,436 | $785K | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.06% | 4,280 | $779K | No change |
| PNFP Pinnacle Financial Partners | 0.06% | 6,625 | $758K | Add +1.7% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 32,945 | $757K | Add +1.1% |
| PEP Pepsico Inc. | 0.06% | 4,874 | $741K | Add +3.4% |
| JNJ Johnson & Johnson | 0.06% | 5,098 | $737K | Reduce -7.8% |
| MMM 3M Co. | 0.06% | 5,505 | $711K | Add +0.5% |
| IWO iShares Russell 2000 Growth | 0.06% | 2,467 | $710K | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.06% | 3,675 | $696K | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.06% | 1,364 | $690K | Add +0.4% |
| AOR iShares Core 60/40 Balanced | 0.05% | 11,469 | $657K | Reduce -12.6% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,115 | $653K | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.05% | 2,631 | $631K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.05% | 1,166 | $628K | Reduce -15.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,870 | $625K | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 4,824 | $624K | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.05% | 3,500 | $622K | Add +7.1% |
| WM Waste Management Inc. | 0.05% | 2,984 | $602K | Add +11.3% |
| DVY iShares Select Dividend ETF | 0.05% | 4,509 | $592K | Add +0.7% |
| RTX RTX Corp. | 0.05% | 4,859 | $562K | Reduce -9.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 11,963 | $541K | Add +1.1% |
| MBB iShares MBS ETF | 0.04% | 5,841 | $536K | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 11,949 | $525K | Add +0.2% |
| USIG iShares Broad Usd Investment | 0.04% | 10,249 | $515K | Add +1.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 10,380 | $509K | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.04% | 860 | $504K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 22,070 | $501K | Add +1.3% |
| IWN iShares Russell 2000 Value E | 0.04% | 3,051 | $501K | Add +0.5% |
| GLD SPDR Gold Shares | 0.04% | 1,892 | $458K | Add +110.9% |
| TRV The Travelers Cos Inc. | 0.04% | 1,856 | $447K | Add +0.2% |
| ORCL Oracle Corp. | 0.04% | 2,669 | $445K | Reduce -0.9% |
| ABT Abbott Laboratories | 0.04% | 3,925 | $444K | Add +0.5% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,891 | $418K | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 2,123 | $416K | Reduce -8.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.03% | 7,957 | $415K | Add +1.5% |
| JHSC John Hancock Multi Small Cap | 0.03% | 10,359 | $412K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -1.6% | 1.43% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.3% | 0.72% | −0.02 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.02 |
| TILE Interface Inc. | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.5% | 0.08% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -37.3% | 0.02% | −0.01 |
| JNJ Johnson & Johnson | Reduce -7.8% | 0.06% | −0.01 |
| MSFT Microsoft Corp. | Reduce -1.2% | 0.42% | −0.01 |
| FUSB First US Bancshares Inc. | Sold out | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.1% | 0.25% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -22.5% | 0.02% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -6.4% | 0.07% | −0.01 |
| HD Home Depot Inc. | Reduce -4.5% | 0.11% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -12.6% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -15.8% | 0.05% | −0.01 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -2.7% | 0.12% | −0.01 |
| RTX RTX Corp. | Reduce -9.1% | 0.05% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.21% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.7% | 0.02% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -3.0% | 0.07% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -7.1% | 0.10% | −0.00 |
| GE General Electric | Reduce -2.8% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.02% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.1% | 0.03% | −0.00 |
| IHI iShares U.S. Medical Devices | Reduce -15.2% | 0.02% | −0.00 |
| DE Deere & Co. | Reduce -11.7% | 0.03% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -7.1% | 0.07% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.3% | 0.05% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -1.3% | 0.02% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -8.9% | 0.02% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.3% | 0.02% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.2% | 0.08% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.3% | 0.10% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -2.5% | 0.05% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -0.3% | 0.21% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.8% | 0.43% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -3.5% | 0.06% | −0.00 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.04% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.05% | −0.00 |
| T AT&T Inc. | Reduce -2.7% | 0.07% | +0.00 |
| PAYX Paychex Inc. | Reduce -1.2% | 0.02% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +0.4% | 30.25% | +0.81 |
| IJH iShares Core S&P Midcap ETF | Add +1.6% | 9.54% | +0.17 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +4.9% | 3.66% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +6.1% | 1.34% | +0.07 |
| IAGG iShares Intl Aggregate Bond | Add +6.8% | 2.13% | +0.06 |
| AAPL Apple Inc. | Add +0.3% | 0.56% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 4.13% | +0.03 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +110.9% | 0.04% | +0.02 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| CLS Celestica Inc. | New | 0.02% | +0.02 |
| LNG Cheniere Energy Inc. | New | 0.02% | +0.02 |
| SUB iShares Short-Term National | Add +1.2% | 1.85% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.09% | +0.01 |
| PNFP Pinnacle Financial Partners | Add +1.7% | 0.06% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.9% | 0.13% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.05% | +0.01 |
| DAL Delta Air Lines Inc. | Add +0.7% | 0.03% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +5.9% | 0.13% | +0.01 |
| BAC Bank of America Corp. | Add +0.2% | 0.04% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.9% | 0.75% | +0.00 |
| FSK FS KKR Capital Corp. | Add +5.8% | 0.03% | +0.00 |
| WM Waste Management Inc. | Add +11.3% | 0.05% | +0.00 |
| IYW iShares Ustechnology ETF | Add +0.7% | 0.03% | +0.00 |
| IYF iShares US Financials ETF | Add +0.4% | 0.03% | +0.00 |
| ADP Automatic Data Processing | Add +0.3% | 0.03% | +0.00 |
| GALT Galectin Therapeutics Inc. | New | 0.00% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.06% | +0.00 |
| FSCO FS Credit Opportunities Corp. | Add +2.7% | 0.01% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.04% | +0.00 |
| ABCB Ameris Bancorp | Add +0.1% | 0.09% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.3% | 0.16% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.03% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.5% | 0.04% | +0.00 |
| ABT Abbott Laboratories | Add +0.5% | 0.04% | 0.00 |
| IWN iShares Russell 2000 Value E | Add +0.5% | 0.04% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +1.0% | 0.02% | −0.00 |
| GOVT iShares US Treasury Bond ETF | Add +1.1% | 0.06% | −0.00 |
| DVY iShares Select Dividend ETF | Add +0.7% | 0.05% | −0.00 |
| D Dominion Energy Inc. | Add +1.1% | 0.02% | −0.00 |
| USIG iShares Broad Usd Investment | Add +1.5% | 0.04% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.3% | 0.04% | −0.00 |
| MBB iShares MBS ETF | Add +1.3% | 0.04% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1.1% | 0.04% | −0.00 |
| MRSH Marsh & McLennan Cos | Add +0.1% | 0.03% | −0.00 |
| ABBV Abbvie Inc. | Add +7.1% | 0.05% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.5% | 0.03% | −0.00 |
| XLV SS Health Care Select Sector | Add +0.1% | 0.03% | −0.00 |
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 |