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

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B $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 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
SPYG SS SPDR P S&P 500 Growth ETF 0.03% 4,634 $407K No change
DAL Delta Air Lines Inc. 0.03% 6,694 $405K Add +0.7%
IYW iShares Ustechnology ETF 0.03% 2,503 $399K Add +0.7%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 7,359 $376K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 1,097 $375K New
MRSH Marsh & McLennan Cos 0.03% 1,754 $373K Add +0.1%
ADP Automatic Data Processing 0.03% 1,246 $365K Add +0.3%
FSK FS KKR Capital Corp. 0.03% 16,257 $353K Add +5.8%
IYF iShares US Financials ETF 0.03% 3,074 $340K Add +0.4%
NEE Nextera Energy Inc. 0.03% 4,660 $334K Add +0.7%
DE Deere & Co. 0.03% 771 $327K Reduce -11.7%
BLK BlackRock Inc. 0.03% 315 $323K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.03% 1,117 $317K No change
XLV SS Health Care Select Sector 0.03% 2,244 $309K Add +0.1%
MRK Merck & Co. Inc. 0.02% 3,030 $301K Reduce -0.8%
ETN Eaton Corp. PLC 0.02% 906 $301K No change
XLK SS Technology Select Sector 0.02% 1,262 $293K No change
LOW Lowe's Cos Inc. 0.02% 1,182 $292K Reduce -1.3%
PRF Invesco Rafi US 1000 ETF 0.02% 7,204 $291K Reduce -8.9%
TMO Thermo Fisher Scientific Inc. 0.02% 556 $289K Reduce -0.7%
AMTM Amentum Holdings Inc. 0.02% 13,643 $287K No change
GE General Electric filed as GE AEROSPACE 0.02% 1,677 $280K Reduce -2.8%
WSM Williams-Sonoma Inc. 0.02% 1,492 $276K No change
MA Mastercard Inc. Class A 0.02% 519 $273K No change
BOX Box Inc. Class A 0.02% 8,439 $267K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.02% 5,216 $265K Reduce -37.3%
PAYX Paychex Inc. 0.02% 1,871 $262K Reduce -1.2%
GS Goldman Sachs Group Inc. 0.02% 454 $260K No change
AMGN Amgen Inc. 0.02% 977 $255K Add +0.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 984 $250K No change
LMT Lockheed Martin Corp. 0.02% 504 $245K Reduce -22.5%
EMR Emerson Electric Co. 0.02% 1,947 $241K No change
TSLA Tesla Inc. 0.02% 582 $235K New
MCHP Microchip Technology Inc. 0.02% 4,095 $235K Add +0.1%
SYY Sysco Corp. 0.02% 2,971 $227K No change
CLS Celestica Inc. 0.02% 2,459 $227K New
D Dominion Energy Inc. 0.02% 4,175 $225K Add +1.1%
LNG Cheniere Energy Inc. 0.02% 1,013 $218K New
VOOV Vanguard S&P 500 Value ETF 0.02% 1,166 $215K Add +1.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,226 $207K Reduce -9.3%
IHI iShares U.S. Medical Devices 0.02% 3,511 $205K Reduce -15.2%
FSCO FS Credit Opportunities Corp. 0.01% 25,463 $174K Add +2.7%
TASEKO MINES LTD 0.01% 36,134 $70K No change
FBLG Fibrobiologics Inc. 0.00% 14,702 $29K No change
GALT Galectin Therapeutics Inc. 0.00% 17,000 $22K New

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

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