Cahaba Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Cahaba Wealth Management, Inc. reported 157 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.7% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 12.2%) and iShares Core Intl Stock ETF (IXUS, 10.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 7, added to 75 and reduced 53. The biggest buy was Victoryshares Core Plus Bond (UBND, shares +31968%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001172661-25-004308 ↗ filed Oct 17, 2025
Holdings Value
Holdings 157 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 29.67% | 612,156 | $409.7M | Add +1.4% |
| UBND Victoryshares Core Plus Bond | 12.20% | 7,643,465 | $168.5M | Add +31968.2% |
| IXUS iShares Core Intl Stock ETF | 10.18% | 1,702,907 | $140.6M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 8.85% | 1,872,038 | $122.2M | Add +3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.05% | 714,392 | $56.0M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 3.78% | 439,609 | $52.2M | Add +3.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.53% | 997,635 | $48.7M | Add +4.9% |
| VXUS Vanguard Total Intl Stock | 2.68% | 503,966 | $37.0M | Add +0.2% |
| MUB iShares National Muni Bond E | 2.62% | 339,367 | $36.1M | Add +7.7% |
| SO The Southern Co. | 2.36% | 343,359 | $32.5M | Reduce -2.1% |
| IAGG iShares Intl Aggregate Bond | 2.00% | 539,223 | $27.6M | Add +3.7% |
| SUB iShares Short-Term National | 1.90% | 246,274 | $26.3M | Add +4.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.81% | 437,504 | $25.0M | Add +0.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.31% | 361,442 | $18.1M | Reduce -0.4% |
| JPST JPMorgan Ultra-Short Income | 1.29% | 349,833 | $17.7M | Add +4.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.06% | 317,025 | $14.7M | Add +0.8% |
| ACWI iShares MSCI Acwi ETF | 0.59% | 58,884 | $8.1M | Reduce -0.6% |
| RJF Raymond James Financial Inc. | 0.53% | 42,254 | $7.3M | No change |
| IVW iShares S&P 500 Growth ETF | 0.50% | 56,769 | $6.9M | Reduce -4.9% |
| AAPL Apple Inc. | 0.44% | 23,860 | $6.1M | Reduce -3.1% |
| MSFT Microsoft Corp. | 0.43% | 11,366 | $5.9M | Reduce -1.7% |
| IWR iShares Russell Mid-Cap ETF | 0.40% | 57,675 | $5.6M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 62,980 | $5.5M | Add +3.8% |
| NVDA Nvidia Corp. | 0.27% | 19,767 | $3.7M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 7,291 | $3.7M | Add +5.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 7,171 | $3.4M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 4,567 | $3.0M | Reduce -1.9% |
| AWK American Water Works Co. Inc. | 0.21% | 21,251 | $3.0M | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.20% | 13,596 | $2.8M | Add +3.6% |
| AMZN Amazon.com Inc. | 0.19% | 11,753 | $2.6M | Reduce -3.6% |
| AVGO Broadcom Inc. | 0.15% | 6,199 | $2.0M | Reduce -2.3% |
| J Jacobs Solutions Inc. | 0.15% | 13,643 | $2.0M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 24,049 | $2.0M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 22,336 | $1.8M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 5,328 | $1.7M | Add +13.1% |
| AGG iShares Core U.S. Aggregate | 0.12% | 16,714 | $1.7M | Reduce -98.9% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 11,464 | $1.7M | Add +16.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 5,371 | $1.7M | Reduce -0.6% |
| HCA HCA Healthcare Inc. | 0.12% | 3,788 | $1.6M | Reduce -13.9% |
| IVE iShares S&P 500 Value ETF | 0.11% | 7,489 | $1.5M | Add +1.7% |
| EFA iShares MSCI Eafe ETF | 0.10% | 14,700 | $1.4M | No change |
| HD Home Depot Inc. | 0.09% | 3,112 | $1.3M | Reduce -3.3% |
| IWV iShares Russell 3000 ETF | 0.09% | 3,321 | $1.3M | Add +0.2% |
| T AT&T Inc. | 0.09% | 44,232 | $1.2M | Reduce -0.8% |
| ABCB Ameris Bancorp | 0.09% | 16,607 | $1.2M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.09% | 4,989 | $1.2M | Reduce -3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,921 | $1.2M | Add +4.3% |
| WMT Walmart Inc. | 0.08% | 11,018 | $1.1M | Reduce -3.2% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 5,755 | $1.1M | Add +1.2% |
| AFL Aflac Inc. | 0.08% | 9,935 | $1.1M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.08% | 1,191 | $1.1M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.08% | 1,366 | $1.0M | Add +1.3% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 7,273 | $1.0M | Add +9.7% |
| JNJ Johnson & Johnson | 0.07% | 5,507 | $1.0M | Reduce -20.6% |
| CAT Caterpillar Inc. | 0.07% | 2,028 | $968K | Reduce -3.9% |
| ICSH iShares Ultra Short Duration | 0.07% | 18,736 | $951K | Reduce -12.2% |
| IWY iShares Russell Top 200 Grow | 0.07% | 3,451 | $944K | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 4,425 | $901K | Add +3.2% |
| IWL iShares Russell Top 200 ETF | 0.07% | 5,419 | $900K | Add +0.0% |
| ORCL Oracle Corp. | 0.06% | 3,136 | $882K | Reduce -0.5% |
| MCD McDonald's Corp. | 0.06% | 2,895 | $880K | Reduce -1.0% |
| MMM 3M Co. | 0.06% | 5,593 | $868K | Add +0.5% |
| MCBS Metrocity Bankshares Inc. | 0.06% | 30,000 | $831K | No change |
| V Visa Inc. Class A | 0.06% | 2,396 | $818K | Reduce -5.8% |
| ABBV Abbvie Inc. | 0.06% | 3,514 | $814K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,545 | $803K | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.06% | 3,260 | $793K | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.06% | 1,291 | $791K | Add +10.7% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 33,723 | $780K | Add +0.9% |
| KO The Coca-Cola Co. | 0.06% | 11,463 | $760K | Reduce -9.1% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,345 | $750K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.05% | 6,529 | $736K | Add +11.3% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,035 | $710K | Reduce -7.0% |
| PG The Procter & Gamble Co. | 0.05% | 4,550 | $699K | Reduce -1.2% |
| SCHB Schwab US Broad Market ETF | 0.05% | 26,559 | $683K | Reduce -59.8% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,855 | $678K | Add +0.1% |
| RTX RTX Corp. | 0.05% | 3,951 | $661K | Reduce -8.1% |
| AOR iShares Core 60/40 Balanced | 0.05% | 10,097 | $650K | Add +0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,630 | $636K | No change |
| PEP Pepsico Inc. | 0.04% | 4,371 | $614K | Add +0.6% |
| GLD SPDR Gold Shares | 0.04% | 1,705 | $606K | Reduce -1.9% |
| CLS Celestica Inc. | 0.04% | 2,373 | $585K | No change |
| WM Waste Management Inc. | 0.04% | 2,626 | $580K | Reduce -3.7% |
| SPAB SS SPDR P Agg Bond ETF | 0.04% | 22,415 | $579K | Reduce -93.6% |
| MBB iShares MBS ETF | 0.04% | 6,009 | $572K | Add +1.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 12,231 | $571K | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 4,040 | $564K | Add +1.9% |
| DVY iShares Select Dividend ETF | 0.04% | 3,959 | $563K | Add +0.6% |
| USIG iShares Broad Usd Investment | 0.04% | 10,570 | $552K | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 10,527 | $543K | Add +0.3% |
| IWN iShares Russell 2000 Value E | 0.04% | 2,997 | $530K | Add +0.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 8,070 | $525K | No change |
| TRV The Travelers Cos Inc. | 0.04% | 1,854 | $518K | Add +0.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 10,399 | $514K | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,687 | $508K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 2,503 | $490K | No change |
| IWM iShares Russell 2000 ETF | 0.03% | 1,945 | $471K | Add +5.3% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,345 | $464K | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 2,025 | $437K | Reduce -1.1% |
| ABT Abbott Laboratories | 0.03% | 3,196 | $428K | Reduce -8.0% |
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Reduce -98.9% | 0.12% | −11.78 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -93.6% | 0.04% | −0.66 |
| SO The Southern Co. | Reduce -2.1% | 2.36% | −0.15 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.10 |
| SCHB Schwab US Broad Market ETF | Reduce -59.8% | 0.05% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.4% | 1.31% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -50.4% | 0.02% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 0.19% | −0.02 |
| MSFT Microsoft Corp. | Reduce -1.7% | 0.43% | −0.02 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -43.1% | 0.02% | −0.02 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -5.3% | 0.08% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -12.2% | 0.07% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.9% | 0.50% | −0.01 |
| KO The Coca-Cola Co. | Reduce -9.1% | 0.06% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -13.9% | 0.12% | −0.01 |
| V Visa Inc. Class A | Reduce -5.8% | 0.06% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.1% | 0.14% | −0.01 |
| T AT&T Inc. | Reduce -0.8% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Reduce -20.6% | 0.07% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -15.5% | 0.02% | −0.01 |
| WM Waste Management Inc. | Reduce -3.7% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.05% | −0.01 |
| ABT Abbott Laboratories | Reduce -8.0% | 0.03% | −0.01 |
| AMTM Amentum Holdings Inc. | Reduce -16.6% | 0.02% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -13.8% | 0.02% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.2% | 0.03% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -7.0% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -3.2% | 0.08% | −0.00 |
| AMGN Amgen Inc. | Reduce -16.4% | 0.01% | −0.00 |
| ADP Automatic Data Processing | Reduce -3.4% | 0.02% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 0.22% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.8% | 0.04% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -18.0% | 0.02% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -0.2% | 0.02% | −0.00 |
| MCD McDonald's Corp. | Reduce -1.0% | 0.06% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.6% | 0.59% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -7.1% | 0.03% | −0.00 |
| BLK BlackRock Inc. | Reduce -8.8% | 0.02% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -3.7% | 0.02% | −0.00 |
| RTX RTX Corp. | Reduce -8.1% | 0.05% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 0.03% | −0.00 |
| HD Home Depot Inc. | Reduce -3.3% | 0.09% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.6% | 0.12% | 0.00 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.03% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| UBND Victoryshares Core Plus Bond | Add +31968.2% | 12.20% | +12.16 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 29.67% | +0.54 |
| IJR iShares Core S&P Small-Cap E | Add +3.8% | 3.78% | +0.19 |
| IJH iShares Core S&P Midcap ETF | Add +3.5% | 8.85% | +0.13 |
| MUB iShares National Muni Bond E | Add +7.7% | 2.62% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.5% | 4.05% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +0.8% | 10.18% | +0.03 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| CVX Chevron Corp. | New | 0.02% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.8% | 1.06% | +0.02 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +16.1% | 0.12% | +0.02 |
| GLDM SPDR Gold Minishares Trust | New | 0.02% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.1% | 0.13% | +0.02 |
| FDN First Trust DJ Internet Ind | New | 0.01% | +0.01 |
| WBD Warner Bros Discovery Inc. | New | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.06% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +43.5% | 0.03% | +0.01 |
| JPC Nuveen Prefered & Income Opp | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +2.6% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +10.7% | 0.06% | +0.01 |
| ABCB Ameris Bancorp | Add +0.1% | 0.09% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.3% | 0.08% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.8% | 0.40% | +0.00 |
| XOM Exxon Mobil Corp. | Add +11.3% | 0.05% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 0.27% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +9.7% | 0.07% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +5.3% | 0.03% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +3.6% | 0.20% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.05% | +0.00 |
| DAL Delta Air Lines Inc. | Add +0.3% | 0.03% | +0.00 |
| IWN iShares Russell 2000 Value E | Add +0.5% | 0.04% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.06% | +0.00 |
| GEV GE Vernova Inc. | Add +0.5% | 0.02% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.02% | +0.00 |
| LMT Lockheed Martin Corp. | Add +6.1% | 0.02% | +0.00 |
| JMST JPM Ultra-Short Muni Income | Add +11.8% | 0.02% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.09% | +0.00 |
| MRK Merck & Co. Inc. | Add +5.7% | 0.02% | +0.00 |
| BAC Bank of America Corp. | Add +0.3% | 0.04% | +0.00 |
| IWL iShares Russell Top 200 ETF | Add +0.0% | 0.07% | +0.00 |
| D Dominion Energy Inc. | Add +1.0% | 0.02% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.2% | 0.08% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +1.7% | 0.11% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.05% | +0.00 |
| VZ Verizon Communications Inc. | Add +7.2% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +9.6% | 0.02% | +0.00 |
| DVY iShares Select Dividend ETF | Add +0.6% | 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 |