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

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 Q1 2025 Q2 2025: $1.3B $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 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
UNH Unitedhealth Group Inc. 0.03% 1,372 $428K Add +0.7%
SCHD Schwab US DVD Equity ETF 0.03% 16,018 $424K New
CRWD CrowdStrike Holdings Inc. Class A 0.03% 826 $421K Add +7.1%
VIG Vanguard Dividend Apprec ETF 0.03% 2,048 $419K Reduce -3.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.03% 4,290 $409K Reduce -6.1%
META Meta Platforms Inc. Class A 0.03% 541 $399K Reduce -39.8%
IWM iShares Russell 2000 ETF 0.03% 1,848 $399K Reduce -2.4%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 7,359 $385K No change
IYF iShares US Financials ETF 0.03% 3,162 $383K Add +2.5%
CLS Celestica Inc. 0.03% 2,373 $370K New
VGIT Vanguard Intermediate-Term T 0.03% 5,867 $351K New
FSK FS KKR Capital Corp. 0.03% 16,698 $346K Add +2.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.03% 1,073 $343K Add +0.2%
AMTM Amentum Holdings Inc. 0.03% 14,472 $342K Add +6.1%
SFY Sofi Select 500 ETF 0.03% 2,890 $341K New
DE Deere & Co. 0.03% 671 $341K Reduce -13.3%
NEE Nextera Energy Inc. 0.03% 4,825 $335K Add +2.8%
DAL Delta Air Lines Inc. 0.03% 6,725 $331K Add +0.4%
ADP Automatic Data Processing 0.03% 1,071 $330K Reduce -16.1%
MRSH Marsh & McLennan Cos 0.03% 1,492 $326K Reduce -14.9%
MA Mastercard Inc. Class A 0.02% 560 $315K Add +1.6%
VMBS Vanguard Mortgage-Backed Sec 0.02% 6,719 $311K New
BLK BlackRock Inc. 0.02% 285 $299K Reduce -6.6%
LOW Lowe's Cos Inc. 0.02% 1,297 $288K Add +0.1%
ETN Eaton Corp. PLC 0.02% 802 $286K Reduce -13.4%
GS Goldman Sachs Group Inc. 0.02% 395 $280K Reduce -20.2%
PAYX Paychex Inc. 0.02% 1,919 $279K Add +2.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.02% 5,269 $268K Reduce -0.8%
LNG Cheniere Energy Inc. 0.02% 1,092 $266K Add +0.2%
MCHP Microchip Technology Inc. 0.02% 3,761 $265K New
XLV SS Health Care Select Sector 0.02% 1,842 $248K Reduce -25.2%
PNFP Pinnacle Financial Partners 0.02% 2,235 $247K Add +0.3%
WSM Williams-Sonoma Inc. 0.02% 1,492 $244K No change
D Dominion Energy Inc. 0.02% 4,267 $241K Reduce -0.2%
QCOM Qualcomm Inc. 0.02% 1,513 $241K Add +15.1%
TSLA Tesla Inc. 0.02% 758 $241K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 855 $239K New
AMGN Amgen Inc. 0.02% 856 $239K Reduce -13.3%
VOOV Vanguard S&P 500 Value ETF 0.02% 1,253 $236K Reduce -0.6%
PM Philip Morris International 0.02% 1,292 $235K Add +1.3%
LMT Lockheed Martin Corp. 0.02% 508 $235K Add +0.4%
BOX Box Inc. Class A 0.02% 6,733 $230K Reduce -20.2%
FMUN Fidelity System Muni BND ETF 0.02% 4,700 $229K New
SYY Sysco Corp. 0.02% 2,971 $225K No change
NFLX Netflix Inc. 0.02% 167 $224K Reduce -23.0%
CSCO Cisco Systems Inc. 0.02% 3,210 $223K New
EMR Emerson Electric Co. 0.02% 1,664 $222K Reduce -14.5%
MRK Merck & Co. Inc. 0.02% 2,797 $221K Reduce -11.2%
IHI iShares U.S. Medical Devices 0.02% 3,516 $220K Add +0.1%
VZ Verizon Communications Inc. 0.02% 5,023 $217K Reduce -4.5%
GEV GE Vernova Inc. 0.02% 384 $203K New
FSCO FS Credit Opportunities Corp. 0.02% 26,912 $195K Add +2.8%
TASEKO MINES LTD 0.01% 36,134 $114K No change
GALT Galectin Therapeutics Inc. 0.00% 21,000 $44K No change
FBLG Fibrobiologics Inc. 0.00% 14,702 $9K 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

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