Cahaba Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Cahaba Wealth Management, Inc. reported 155 stock positions worth $1.3 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, 11.9%) and iShares Core Intl Stock ETF (IXUS, 10.2%). Compared with Q1 2025, it opened 15 new positions, sold out of 7, added to 55 and reduced 73. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +20%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001172661-25-002632 ↗ filed Jul 16, 2025
Holdings Value
Holdings 155 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 29.13% | 603,722 | $374.9M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 11.90% | 1,543,357 | $153.1M | Reduce -0.7% |
| IXUS iShares Core Intl Stock ETF | 10.15% | 1,689,642 | $130.6M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 8.71% | 1,807,885 | $112.1M | Reduce -4.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.02% | 710,891 | $51.7M | Add +20.4% |
| IJR iShares Core S&P Small-Cap E | 3.60% | 423,545 | $46.3M | Reduce -5.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.60% | 951,285 | $46.3M | Reduce -1.5% |
| VXUS Vanguard Total Intl Stock | 2.70% | 502,935 | $34.7M | Add +2.2% |
| MUB iShares National Muni Bond E | 2.56% | 315,235 | $32.9M | Reduce -2.2% |
| SO The Southern Co. | 2.50% | 350,849 | $32.2M | Add +9.7% |
| IAGG iShares Intl Aggregate Bond | 2.06% | 519,957 | $26.6M | Reduce -2.5% |
| SUB iShares Short-Term National | 1.95% | 235,731 | $25.1M | Add +8.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.83% | 433,645 | $23.6M | Add +34.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.38% | 362,753 | $17.8M | Add +16.2% |
| JPST JPMorgan Ultra-Short Income | 1.32% | 334,126 | $16.9M | Reduce -0.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.04% | 314,664 | $13.4M | Add +56.5% |
| SPAB SS SPDR P Agg Bond ETF | 0.70% | 351,125 | $9.0M | Reduce -2.1% |
| ACWI iShares MSCI Acwi ETF | 0.59% | 59,220 | $7.6M | Reduce -1.6% |
| IVW iShares S&P 500 Growth ETF | 0.51% | 59,705 | $6.6M | Reduce -2.4% |
| RJF Raymond James Financial Inc. | 0.50% | 42,254 | $6.5M | No change |
| MSFT Microsoft Corp. | 0.45% | 11,558 | $5.7M | Reduce -6.1% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 57,572 | $5.3M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 60,688 | $5.1M | Reduce -2.8% |
| AAPL Apple Inc. | 0.39% | 24,620 | $5.1M | Reduce -9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 6,928 | $3.4M | Add +0.1% |
| NVDA Nvidia Corp. | 0.25% | 20,219 | $3.2M | Reduce -23.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 7,221 | $3.1M | Add +0.1% |
| AWK American Water Works Co. Inc. | 0.23% | 21,171 | $2.9M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 4,656 | $2.9M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.21% | 12,189 | $2.7M | Reduce -4.2% |
| IWD iShares Russell 1000 Value E | 0.20% | 13,120 | $2.5M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 24,077 | $2.0M | Add +0.9% |
| J Jacobs Solutions Inc. | 0.14% | 13,643 | $1.8M | No change |
| AVGO Broadcom Inc. | 0.14% | 6,343 | $1.7M | Reduce -7.8% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 22,001 | $1.7M | Add +7.1% |
| HCA HCA Healthcare Inc. | 0.13% | 4,399 | $1.7M | Reduce -3.5% |
| SCHB Schwab US Broad Market ETF | 0.12% | 66,019 | $1.6M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 5,402 | $1.5M | Reduce -7.6% |
| IVE iShares S&P 500 Value ETF | 0.11% | 7,363 | $1.4M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,711 | $1.4M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.10% | 9,878 | $1.3M | Add +2.4% |
| BND Vanguard Total Bond Market | 0.10% | 17,904 | $1.3M | Reduce -6.5% |
| EFA iShares MSCI Eafe ETF | 0.10% | 14,700 | $1.3M | Reduce -1.3% |
| T AT&T Inc. | 0.10% | 44,584 | $1.3M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.10% | 1,257 | $1.2M | Reduce -9.2% |
| HD Home Depot Inc. | 0.09% | 3,219 | $1.2M | Reduce -5.0% |
| IWV iShares Russell 3000 ETF | 0.09% | 3,313 | $1.2M | Add +0.2% |
| WMT Walmart Inc. | 0.09% | 11,382 | $1.1M | Reduce -7.8% |
| ICSH iShares Ultra Short Duration | 0.08% | 21,350 | $1.1M | Reduce -8.5% |
| ABCB Ameris Bancorp | 0.08% | 16,589 | $1.1M | Add +0.1% |
| JNJ Johnson & Johnson | 0.08% | 6,931 | $1.1M | Add +28.2% |
| LLY Eli Lilly & Co. | 0.08% | 1,348 | $1.1M | Reduce -4.5% |
| AFL Aflac Inc. | 0.08% | 9,934 | $1.0M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 5,686 | $1.0M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,841 | $1.0M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.07% | 5,188 | $920K | Reduce -10.0% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 6,629 | $919K | Add +0.1% |
| V Visa Inc. Class A | 0.07% | 2,545 | $904K | Reduce -7.9% |
| KO The Coca-Cola Co. | 0.07% | 12,610 | $892K | Reduce -20.8% |
| PANW Palo Alto Networks Inc. | 0.07% | 4,287 | $877K | No change |
| MCBS Metrocity Bankshares Inc. | 0.07% | 30,000 | $857K | No change |
| MCD McDonald's Corp. | 0.07% | 2,924 | $854K | Reduce -1.9% |
| IWY iShares Russell Top 200 Grow | 0.07% | 3,451 | $851K | No change |
| MMM 3M Co. | 0.07% | 5,568 | $848K | Reduce -0.2% |
| IWL iShares Russell Top 200 ETF | 0.06% | 5,418 | $830K | Add +0.0% |
| CAT Caterpillar Inc. | 0.06% | 2,111 | $819K | Reduce -7.1% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 33,427 | $768K | Add +0.9% |
| PG The Procter & Gamble Co. | 0.06% | 4,607 | $734K | Reduce -4.4% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,500 | $725K | Reduce -4.4% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 5,414 | $722K | Add +0.7% |
| ORCL Oracle Corp. | 0.05% | 3,153 | $689K | Add +0.3% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,342 | $670K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.05% | 1,166 | $662K | Reduce -6.0% |
| ABBV Abbvie Inc. | 0.05% | 3,524 | $654K | Add +2.0% |
| XOM Exxon Mobil Corp. | 0.05% | 5,866 | $632K | Reduce -21.5% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,854 | $629K | Add +0.1% |
| RTX RTX Corp. | 0.05% | 4,299 | $628K | Reduce -15.8% |
| WM Waste Management Inc. | 0.05% | 2,728 | $624K | Reduce -7.0% |
| AOR iShares Core 60/40 Balanced | 0.05% | 10,096 | $622K | Reduce -12.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,630 | $603K | Reduce -3.5% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 7,003 | $581K | New |
| PEP Pepsico Inc. | 0.04% | 4,343 | $574K | Reduce -6.7% |
| GOOGL Alphabet Inc. Class A | 0.04% | 3,205 | $565K | Reduce -18.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 12,128 | $561K | Add +0.8% |
| MBB iShares MBS ETF | 0.04% | 5,945 | $558K | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 0.04% | 24,326 | $538K | New |
| USIG iShares Broad Usd Investment | 0.04% | 10,448 | $537K | Add +1.2% |
| GLD SPDR Gold Shares | 0.04% | 1,738 | $530K | Reduce -6.3% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 3,966 | $524K | Reduce -18.1% |
| DVY iShares Select Dividend ETF | 0.04% | 3,937 | $523K | Reduce -13.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 22,454 | $522K | Add +1.0% |
| UBND Victoryshares Core Plus Bond | 0.04% | 23,835 | $521K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 10,482 | $519K | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 10,496 | $497K | Reduce -10.2% |
| TRV The Travelers Cos Inc. | 0.04% | 1,846 | $494K | Add +0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 8,070 | $492K | Add +1.4% |
| ABT Abbott Laboratories | 0.04% | 3,474 | $472K | Reduce -10.1% |
| IWN iShares Russell 2000 Value E | 0.04% | 2,983 | $471K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 1,687 | $434K | Add +0.6% |
| IYW iShares Ustechnology ETF | 0.03% | 2,503 | $434K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AGG iShares Core U.S. Aggregate | Reduce -0.7% | 11.90% | −0.82 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.7% | 8.71% | −0.45 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.9% | 3.60% | −0.30 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -1.5% | 3.60% | −0.27 |
| MUB iShares National Muni Bond E | Reduce -2.2% | 2.56% | −0.25 |
| IAGG iShares Intl Aggregate Bond | Reduce -2.5% | 2.06% | −0.14 |
| AAPL Apple Inc. | Reduce -9.7% | 0.39% | −0.11 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.6% | 1.32% | −0.09 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.1% | 0.70% | −0.06 |
| JHSC John Hancock Multi Small Cap | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -20.8% | 0.07% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -21.5% | 0.05% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.02 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 29.13% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.08% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -6.5% | 0.10% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -8.5% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.7% | 0.04% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -39.8% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -9.2% | 0.10% | −0.01 |
| HD Home Depot Inc. | Reduce -5.0% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.4% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.07% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -25.2% | 0.02% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -14.9% | 0.03% | −0.01 |
| V Visa Inc. Class A | Reduce -7.9% | 0.07% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -13.2% | 0.04% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -18.1% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -3.6% | 0.10% | −0.01 |
| WM Waste Management Inc. | Reduce -7.0% | 0.05% | −0.01 |
| RTX RTX Corp. | Reduce -15.8% | 0.05% | −0.01 |
| AMGN Amgen Inc. | Reduce -13.3% | 0.02% | −0.01 |
| ADP Automatic Data Processing | Reduce -16.1% | 0.03% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.1% | 0.20% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -18.3% | 0.04% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -12.0% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -11.2% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -10.1% | 0.04% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.6% | 0.12% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.11% | −0.00 |
| BOX Box Inc. Class A | Reduce -20.2% | 0.02% | −0.00 |
| DE Deere & Co. | Reduce -13.3% | 0.03% | −0.00 |
| WMT Walmart Inc. | Reduce -7.8% | 0.09% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -10.0% | 0.07% | −0.00 |
| GLD SPDR Gold Shares | Reduce -6.3% | 0.04% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +20.4% | 4.02% | +0.80 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +34.3% | 1.83% | +0.46 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +56.5% | 1.04% | +0.36 |
| VXUS Vanguard Total Intl Stock | Add +2.2% | 2.70% | +0.17 |
| SCHB Schwab US Broad Market ETF | New | 0.12% | +0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.2% | 1.38% | +0.10 |
| SO The Southern Co. | Add +9.7% | 2.50% | +0.07 |
| SUB iShares Short-Term National | Add +8.3% | 1.95% | +0.05 |
| VCIT Vanguard Int-Term Corporate | New | 0.05% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.04% | +0.04 |
| UBND Victoryshares Core Plus Bond | New | 0.04% | +0.04 |
| SCHD Schwab US DVD Equity ETF | New | 0.03% | +0.03 |
| CLS Celestica Inc. | New | 0.03% | +0.03 |
| VGIT Vanguard Intermediate-Term T | New | 0.03% | +0.03 |
| SFY Sofi Select 500 ETF | New | 0.03% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.24% | +0.02 |
| MCHP Microchip Technology Inc. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.02% | +0.02 |
| FMUN Fidelity System Muni BND ETF | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | New | 0.02% | +0.02 |
| ORCL Oracle Corp. | Add +0.3% | 0.05% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.1% | 0.03% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 0.22% | +0.01 |
| JNJ Johnson & Johnson | Add +28.2% | 0.08% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.07% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.2% | 0.41% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +2.4% | 0.10% | +0.01 |
| AMTM Amentum Holdings Inc. | Add +6.1% | 0.03% | +0.01 |
| GE General Electric | Add +0.6% | 0.03% | +0.01 |
| ABCB Ameris Bancorp | Add +0.1% | 0.08% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.11% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.09% | +0.00 |
| IWL iShares Russell Top 200 ETF | Add +0.0% | 0.06% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.05% | +0.00 |
| QCOM Qualcomm Inc. | Add +15.1% | 0.02% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.05% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.4% | 0.04% | +0.00 |
| DAL Delta Air Lines Inc. | Add +0.4% | 0.03% | +0.00 |
| PM Philip Morris International | Add +1.3% | 0.02% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +7.1% | 0.13% | +0.00 |
| IYF iShares US Financials ETF | Add +2.5% | 0.03% | +0.00 |
| FSCO FS Credit Opportunities Corp. | Add +2.8% | 0.02% | −0.00 |
| LNG Cheniere Energy Inc. | Add +0.2% | 0.02% | −0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.02% | −0.00 |
| LMT Lockheed Martin Corp. | Add +0.4% | 0.02% | −0.00 |
| PNFP Pinnacle Financial Partners | Add +0.3% | 0.02% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +0.4% | 0.04% | −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 |