Cahaba Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Cahaba Wealth Management, Inc. reported 147 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.7%) and iShares Core Intl Stock ETF (IXUS, 9.9%). Compared with Q4 2024, it opened 5 new positions, sold out of 3, added to 84 and reduced 37. The biggest buy was iShares Core Intl Stock ETF (IXUS, shares +1%) and the biggest sale iShares Ultra Short Duration (ICSH, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001172661-25-001555 ↗ filed May 1, 2025
Holdings Value
Holdings 147 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 29.15% | 626,840 | $352.2M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 12.72% | 1,553,935 | $153.7M | Add +2.7% |
| IXUS iShares Core Intl Stock ETF | 9.89% | 1,712,113 | $119.5M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 9.16% | 1,897,636 | $110.7M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 3.90% | 450,283 | $47.1M | Add +4.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.86% | 965,759 | $46.7M | Add +4.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.21% | 590,570 | $38.8M | Add +1.5% |
| MUB iShares National Muni Bond E | 2.81% | 322,438 | $34.0M | Add +0.8% |
| VXUS Vanguard Total Intl Stock | 2.53% | 492,273 | $30.6M | Reduce -0.4% |
| SO The Southern Co. | 2.43% | 319,826 | $29.4M | Add +14.9% |
| IAGG iShares Intl Aggregate Bond | 2.21% | 533,122 | $26.7M | Add +3.3% |
| SUB iShares Short-Term National | 1.90% | 217,655 | $23.0M | Add +2.5% |
| JPST JPMorgan Ultra-Short Income | 1.41% | 336,190 | $17.0M | Add +4.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.37% | 323,004 | $16.5M | Add +2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.28% | 312,127 | $15.5M | Add +3.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.76% | 358,559 | $9.2M | Reduce -1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.68% | 201,043 | $8.2M | Add +3.4% |
| ACWI iShares MSCI Acwi ETF | 0.58% | 60,202 | $7.0M | Reduce -0.9% |
| AAPL Apple Inc. | 0.50% | 27,270 | $6.1M | Add +0.7% |
| RJF Raymond James Financial Inc. | 0.49% | 42,254 | $5.9M | No change |
| IVW iShares S&P 500 Growth ETF | 0.47% | 61,166 | $5.7M | Reduce -1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.40% | 57,460 | $4.9M | Reduce -3.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 62,430 | $4.7M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.38% | 12,312 | $4.6M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 6,918 | $3.7M | Add +1.9% |
| AWK American Water Works Co. Inc. | 0.26% | 21,033 | $3.1M | Add +0.7% |
| NVDA Nvidia Corp. | 0.24% | 26,323 | $2.9M | Add +3.8% |
| IWF iShares Russell 1000 Growth | 0.22% | 7,214 | $2.6M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 4,612 | $2.6M | Reduce -0.0% |
| IWD iShares Russell 1000 Value E | 0.20% | 13,128 | $2.5M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 0.20% | 12,720 | $2.4M | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 23,851 | $2.0M | Add +0.6% |
| J Jacobs Solutions Inc. | 0.14% | 13,643 | $1.6M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 20,551 | $1.6M | Add +0.6% |
| HCA HCA Healthcare Inc. | 0.13% | 4,560 | $1.6M | Reduce -2.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 5,847 | $1.5M | Add +2.1% |
| BND Vanguard Total Bond Market | 0.12% | 19,151 | $1.4M | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 0.12% | 7,368 | $1.4M | Reduce -2.3% |
| T AT&T Inc. | 0.11% | 46,274 | $1.3M | Add +18.0% |
| COST Costco Wholesale Corp. | 0.11% | 1,384 | $1.3M | Add +7.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,706 | $1.3M | Add +6.6% |
| HD Home Depot Inc. | 0.10% | 3,387 | $1.2M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 0.10% | 14,897 | $1.2M | Reduce -3.1% |
| ICSH iShares Ultra Short Duration | 0.10% | 23,325 | $1.2M | Reduce -54.1% |
| ITOT iShares Core S&P Total U.S. | 0.10% | 9,649 | $1.2M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.10% | 1,411 | $1.2M | Add +1.9% |
| AVGO Broadcom Inc. | 0.10% | 6,882 | $1.2M | Add +0.5% |
| KO The Coca-Cola Co. | 0.09% | 15,927 | $1.1M | Add +1.4% |
| AFL Aflac Inc. | 0.09% | 9,933 | $1.1M | Add +0.0% |
| WMT Walmart Inc. | 0.09% | 12,338 | $1.1M | Add +2.6% |
| IWV iShares Russell 3000 ETF | 0.09% | 3,305 | $1.0M | Reduce -1.3% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 5,801 | $991K | No change |
| V Visa Inc. Class A | 0.08% | 2,763 | $968K | Add +6.0% |
| ABCB Ameris Bancorp | 0.08% | 16,564 | $954K | Add +0.1% |
| MCD McDonald's Corp. | 0.08% | 2,979 | $930K | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.07% | 5,767 | $901K | Add +6.8% |
| JNJ Johnson & Johnson | 0.07% | 5,408 | $897K | Add +6.1% |
| XOM Exxon Mobil Corp. | 0.07% | 7,472 | $889K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,880 | $881K | Add +4.4% |
| MCBS Metrocity Bankshares Inc. | 0.07% | 30,000 | $827K | No change |
| PG The Procter & Gamble Co. | 0.07% | 4,818 | $821K | Add +0.9% |
| MMM 3M Co. | 0.07% | 5,580 | $819K | Add +1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 6,626 | $778K | Add +0.1% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 33,132 | $762K | Add +0.6% |
| CAT Caterpillar Inc. | 0.06% | 2,272 | $749K | Add +3.9% |
| IWL iShares Russell Top 200 ETF | 0.06% | 5,417 | $744K | Reduce -7.2% |
| PANW Palo Alto Networks Inc. | 0.06% | 4,287 | $732K | Add +0.2% |
| IWY iShares Russell Top 200 Grow | 0.06% | 3,451 | $728K | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.06% | 3,454 | $724K | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.06% | 1,363 | $714K | Reduce -0.1% |
| PEP Pepsico Inc. | 0.06% | 4,655 | $698K | Reduce -4.5% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 5,378 | $694K | Add +5.1% |
| WM Waste Management Inc. | 0.06% | 2,935 | $679K | Reduce -1.6% |
| RTX RTX Corp. | 0.06% | 5,109 | $677K | Add +5.2% |
| AOR iShares Core 60/40 Balanced | 0.05% | 11,469 | $660K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 2,615 | $641K | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.05% | 1,241 | $638K | Add +6.4% |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 4,840 | $610K | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.05% | 4,534 | $609K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.05% | 3,925 | $607K | Add +6.8% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,340 | $598K | Reduce -5.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,870 | $572K | No change |
| IWB iShares Russell 1000 ETF | 0.05% | 1,852 | $568K | Reduce -24.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.05% | 12,027 | $554K | Add +0.5% |
| MBB iShares MBS ETF | 0.05% | 5,883 | $552K | Add +0.7% |
| GLD SPDR Gold Shares | 0.04% | 1,854 | $534K | Reduce -2.0% |
| USIG iShares Broad Usd Investment | 0.04% | 10,328 | $528K | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.04% | 898 | $518K | Add +4.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 22,226 | $515K | Add +0.7% |
| ABT Abbott Laboratories | 0.04% | 3,864 | $513K | Reduce -1.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 10,418 | $509K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 11,690 | $488K | Reduce -2.2% |
| TRV The Travelers Cos Inc. | 0.04% | 1,840 | $487K | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 0.04% | 2,970 | $448K | Reduce -2.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 7,957 | $441K | No change |
| ORCL Oracle Corp. | 0.04% | 3,145 | $440K | Add +17.8% |
| MRSH Marsh & McLennan Cos | 0.04% | 1,754 | $428K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 2,130 | $413K | Add +0.3% |
| ADP Automatic Data Processing | 0.03% | 1,276 | $390K | Add +2.4% |
| JHSC John Hancock Multi Small Cap | 0.03% | 10,359 | $386K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ICSH iShares Ultra Short Duration | Reduce -54.1% | 0.10% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 0.47% | −0.05 |
| PNFP Pinnacle Financial Partners | Reduce -66.3% | 0.02% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 0.22% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Reduce -3.3% | 0.40% | −0.03 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.02 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.02 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -24.0% | 0.05% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.9% | 0.58% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 0.21% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -5.2% | 0.05% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -29.7% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -2.0% | 0.10% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -7.2% | 0.06% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -1.2% | 0.06% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.9% | 0.10% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -1.3% | 0.09% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -2.6% | 0.04% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -3.5% | 0.20% | −0.00 |
| PEP Pepsico Inc. | Reduce -4.5% | 0.06% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.4% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.2% | 0.04% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -2.3% | 0.12% | −0.00 |
| BLK BlackRock Inc. | Reduce -3.2% | 0.02% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.4% | 0.02% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.05% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.06% | +0.00 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.08% | +0.00 |
| TRV The Travelers Cos Inc. | Reduce -0.9% | 0.04% | +0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -4.1% | 0.03% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -3.1% | 0.10% | +0.00 |
| ABT Abbott Laboratories | Reduce -1.6% | 0.04% | +0.01 |
| GLD SPDR Gold Shares | Reduce -2.0% | 0.04% | +0.01 |
| WM Waste Management Inc. | Reduce -1.6% | 0.06% | +0.01 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -1.2% | 0.76% | +0.01 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.06% | +0.01 |
| HCA HCA Healthcare Inc. | Reduce -2.2% | 0.13% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 0.39% | +0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -0.4% | 2.53% | +0.12 |
Portfolio Buys Q4 2024 → Q1 2025
| IXUS iShares Core Intl Stock ETF | Add +1.4% | 9.89% | +0.65 |
| AGG iShares Core U.S. Aggregate | Add +2.7% | 12.72% | +0.58 |
| SO The Southern Co. | Add +14.9% | 2.43% | +0.54 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +4.4% | 3.86% | +0.21 |
| IAGG iShares Intl Aggregate Bond | Add +3.3% | 2.21% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Add +4.8% | 1.41% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.30% | +0.05 |
| SUB iShares Short-Term National | Add +2.5% | 1.90% | +0.05 |
| AWK American Water Works Co. Inc. | Add +0.7% | 0.26% | +0.04 |
| T AT&T Inc. | Add +18.0% | 0.11% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.2% | 1.28% | +0.03 |
| VZ Verizon Communications Inc. | New | 0.02% | +0.02 |
| PM Philip Morris International | New | 0.02% | +0.02 |
| CVX Chevron Corp. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +1.4% | 0.09% | +0.01 |
| JNJ Johnson & Johnson | Add +6.1% | 0.07% | +0.01 |
| V Visa Inc. Class A | Add +6.0% | 0.08% | +0.01 |
| COST Costco Wholesale Corp. | Add +7.5% | 0.11% | +0.01 |
| RTX RTX Corp. | Add +5.2% | 0.06% | +0.01 |
| MMM 3M Co. | Add +1.4% | 0.07% | +0.01 |
| LLY Eli Lilly & Co. | Add +1.9% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.07% | +0.01 |
| AFL Aflac Inc. | Add +0.0% | 0.09% | +0.01 |
| AMGN Amgen Inc. | Add +1.0% | 0.03% | +0.00 |
| XLV SS Health Care Select Sector | Add +9.8% | 0.03% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +5.1% | 0.06% | +0.00 |
| BND Vanguard Total Bond Market | Add +0.5% | 0.12% | +0.00 |
| DE Deere & Co. | Add +0.4% | 0.03% | +0.00 |
| LNG Cheniere Energy Inc. | Add +7.6% | 0.02% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.6% | 0.16% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +0.6% | 0.13% | +0.00 |
| MA Mastercard Inc. Class A | Add +6.2% | 0.03% | +0.00 |
| ADP Automatic Data Processing | Add +2.4% | 0.03% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.9% | 0.07% | +0.00 |
| DVY iShares Select Dividend ETF | Add +0.6% | 0.05% | +0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +8.1% | 0.02% | +0.00 |
| MBB iShares MBS ETF | Add +0.7% | 0.05% | +0.00 |
| D Dominion Energy Inc. | Add +2.4% | 0.02% | +0.00 |
| META Meta Platforms Inc. Class A | Add +4.4% | 0.04% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.6% | 0.11% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.5% | 0.05% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.7% | 0.04% | +0.00 |
| USIG iShares Broad Usd Investment | Add +0.8% | 0.04% | +0.00 |
| FSCO FS Credit Opportunities Corp. | Add +2.8% | 0.02% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +9.0% | 0.02% | +0.00 |
| LOW Lowe's Cos Inc. | Add +9.6% | 0.03% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 0.05% | +0.00 |
| IYF iShares US Financials ETF | Add +0.3% | 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 |