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

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 Q4 2024 Q1 2025: $1.2B $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 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
IWM iShares Russell 2000 ETF 0.03% 1,894 $378K Add +0.2%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 7,359 $376K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.03% 1,071 $370K Reduce -4.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.03% 4,568 $367K Reduce -1.4%
DE Deere & Co. 0.03% 774 $363K Add +0.4%
XLV SS Health Care Select Sector 0.03% 2,464 $360K Add +9.8%
IYW iShares Ustechnology ETF 0.03% 2,503 $352K No change
IYF iShares US Financials ETF 0.03% 3,084 $348K Add +0.3%
FSK FS KKR Capital Corp. 0.03% 16,257 $341K No change
GE General Electric filed as GE AEROSPACE 0.03% 1,677 $336K No change
NEE Nextera Energy Inc. 0.03% 4,696 $333K Add +0.8%
AMGN Amgen Inc. 0.03% 987 $307K Add +1.0%
LOW Lowe's Cos Inc. 0.03% 1,296 $302K Add +9.6%
MA Mastercard Inc. Class A 0.03% 551 $302K Add +6.2%
DAL Delta Air Lines Inc. 0.02% 6,697 $292K Add +0.0%
PAYX Paychex Inc. 0.02% 1,871 $289K No change
BLK BlackRock Inc. 0.02% 305 $289K Reduce -3.2%
MRK Merck & Co. Inc. 0.02% 3,149 $283K Add +3.9%
PRF Invesco Rafi US 1000 ETF 0.02% 6,958 $281K Reduce -3.4%
TMO Thermo Fisher Scientific Inc. 0.02% 561 $279K Add +0.9%
CRWD CrowdStrike Holdings Inc. Class A 0.02% 771 $272K Reduce -29.7%
GS Goldman Sachs Group Inc. 0.02% 495 $271K Add +9.0%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.02% 5,313 $270K Add +1.9%
XLK SS Technology Select Sector 0.02% 1,270 $262K Add +0.6%
BOX Box Inc. Class A 0.02% 8,439 $260K No change
LNG Cheniere Energy Inc. 0.02% 1,090 $252K Add +7.6%
ETN Eaton Corp. PLC 0.02% 926 $252K Add +2.2%
AMTM Amentum Holdings Inc. 0.02% 13,643 $248K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 985 $241K Add +0.1%
D Dominion Energy Inc. 0.02% 4,275 $240K Add +2.4%
VZ Verizon Communications Inc. 0.02% 5,261 $239K New
PNFP Pinnacle Financial Partners 0.02% 2,229 $236K Reduce -66.3%
WSM Williams-Sonoma Inc. 0.02% 1,492 $236K No change
VOOV Vanguard S&P 500 Value ETF 0.02% 1,260 $232K Add +8.1%
LMT Lockheed Martin Corp. 0.02% 506 $226K Add +0.4%
SYY Sysco Corp. 0.02% 2,971 $223K No change
EMR Emerson Electric Co. 0.02% 1,947 $213K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 1,228 $212K Add +0.2%
IHI iShares U.S. Medical Devices 0.02% 3,513 $211K Add +0.1%
PM Philip Morris International 0.02% 1,276 $203K New
CVX Chevron Corp. 0.02% 1,210 $202K New
NFLX Netflix Inc. 0.02% 217 $202K New
QCOM Qualcomm Inc. 0.02% 1,314 $202K New
FSCO FS Credit Opportunities Corp. 0.02% 26,177 $185K Add +2.8%
TASEKO MINES LTD 0.01% 36,134 $81K No change
GALT Galectin Therapeutics Inc. 0.00% 21,000 $26K Add +23.5%
FBLG Fibrobiologics Inc. 0.00% 14,702 $13K 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

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