Cahaba Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Cahaba Wealth Management, Inc. reported 156 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.8% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 12.0%) and iShares Core Intl Stock ETF (IXUS, 10.3%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 78 and reduced 60. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +17%) and the biggest sale Southern (SO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0001172661-26-000037 ↗ filed Jan 7, 2026
Holdings Value
Holdings 156 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 29.79% | 624,708 | $427.9M | Add +2.0% |
| UBND Victoryshares Core Plus Bond | 12.04% | 7,862,752 | $173.0M | Add +2.9% |
| IXUS iShares Core Intl Stock ETF | 10.33% | 1,752,628 | $148.3M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 9.00% | 1,958,248 | $129.2M | Add +4.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.02% | 720,187 | $57.8M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 3.86% | 461,019 | $55.4M | Add +4.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.61% | 1,064,566 | $51.9M | Add +6.7% |
| VXUS Vanguard Total Intl Stock | 2.67% | 508,607 | $38.4M | Add +0.9% |
| MUB iShares National Muni Bond E | 2.62% | 350,964 | $37.6M | Add +3.4% |
| SO The Southern Co. | 2.06% | 339,697 | $29.6M | Reduce -1.1% |
| IAGG iShares Intl Aggregate Bond | 2.01% | 576,454 | $28.8M | Add +6.9% |
| SUB iShares Short-Term National | 1.94% | 261,553 | $27.9M | Add +6.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.82% | 451,746 | $26.2M | Add +3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.48% | 423,437 | $21.3M | Add +17.1% |
| JPST JPMorgan Ultra-Short Income | 1.31% | 372,281 | $18.8M | Add +6.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.06% | 325,936 | $15.3M | Add +2.8% |
| ACWI iShares MSCI Acwi ETF | 0.58% | 58,892 | $8.3M | Add +0.0% |
| AAPL Apple Inc. | 0.50% | 26,226 | $7.1M | Add +9.9% |
| IVW iShares S&P 500 Growth ETF | 0.48% | 55,632 | $6.9M | Reduce -2.0% |
| RJF Raymond James Financial Inc. | 0.43% | 38,290 | $6.1M | Reduce -9.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 63,344 | $5.7M | Add +0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 57,950 | $5.6M | Add +0.5% |
| MSFT Microsoft Corp. | 0.37% | 11,102 | $5.4M | Reduce -2.3% |
| NVDA Nvidia Corp. | 0.28% | 21,724 | $4.1M | Add +9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 7,163 | $3.6M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.24% | 7,144 | $3.4M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 4,493 | $3.1M | Reduce -1.6% |
| IWD iShares Russell 1000 Value E | 0.20% | 13,407 | $2.8M | Reduce -1.4% |
| AWK American Water Works Co. Inc. | 0.19% | 21,385 | $2.8M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.19% | 11,744 | $2.7M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.15% | 6,179 | $2.1M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 24,962 | $2.1M | Add +3.8% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 22,631 | $1.8M | Add +1.3% |
| J Jacobs Solutions Inc. | 0.12% | 13,418 | $1.8M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 5,287 | $1.8M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.12% | 17,173 | $1.7M | Add +2.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 5,373 | $1.7M | Add +0.0% |
| HCA HCA Healthcare Inc. | 0.12% | 3,588 | $1.7M | Reduce -5.3% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 11,147 | $1.7M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.11% | 4,980 | $1.6M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 2,537 | $1.6M | Add +32.1% |
| IVE iShares S&P 500 Value ETF | 0.11% | 7,175 | $1.5M | Reduce -4.2% |
| LLY Eli Lilly & Co. | 0.10% | 1,339 | $1.4M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 0.10% | 14,941 | $1.4M | Add +1.6% |
| IWV iShares Russell 3000 ETF | 0.09% | 3,323 | $1.3M | Add +0.1% |
| T AT&T Inc. | 0.09% | 50,978 | $1.3M | Add +15.3% |
| ABCB Ameris Bancorp | 0.09% | 16,624 | $1.2M | Add +0.1% |
| WMT Walmart Inc. | 0.08% | 10,802 | $1.2M | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.08% | 2,012 | $1.2M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 5,755 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.08% | 5,499 | $1.1M | Reduce -0.1% |
| AFL Aflac Inc. | 0.08% | 9,936 | $1.1M | Add +0.0% |
| HD Home Depot Inc. | 0.07% | 3,099 | $1.1M | Reduce -0.4% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 7,388 | $1.0M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.07% | 1,173 | $1.0M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.07% | 3,220 | $1.0M | Reduce -1.2% |
| ICSH iShares Ultra Short Duration | 0.07% | 19,251 | $974K | Add +2.8% |
| IWY iShares Russell Top 200 Grow | 0.07% | 3,451 | $956K | No change |
| MMM 3M Co. | 0.06% | 5,616 | $899K | Add +0.4% |
| IWL iShares Russell Top 200 ETF | 0.06% | 5,268 | $899K | Reduce -2.8% |
| GLD SPDR Gold Shares | 0.06% | 2,244 | $889K | Add +31.6% |
| MCD McDonald's Corp. | 0.06% | 2,882 | $881K | Reduce -0.5% |
| V Visa Inc. Class A | 0.06% | 2,387 | $837K | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.06% | 3,604 | $824K | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,525 | $814K | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.06% | 4,412 | $813K | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.06% | 1,262 | $792K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.06% | 6,574 | $791K | Add +0.7% |
| KO The Coca-Cola Co. | 0.05% | 11,015 | $770K | Reduce -3.9% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,350 | $759K | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,062 | $727K | Add +0.5% |
| CLS Celestica Inc. | 0.05% | 2,378 | $703K | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.05% | 26,631 | $699K | Add +0.3% |
| GOVT iShares US Treasury Bond ETF | 0.05% | 29,767 | $685K | Reduce -11.7% |
| RTX RTX Corp. | 0.05% | 3,673 | $674K | Reduce -7.0% |
| MCBS Metrocity Bankshares Inc. | 0.05% | 25,000 | $664K | Reduce -16.7% |
| AOR iShares Core 60/40 Balanced | 0.05% | 10,098 | $656K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.04% | 4,495 | $644K | Reduce -1.2% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,721 | $643K | Reduce -7.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 6,631 | $642K | Add +0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 13,027 | $606K | Add +6.5% |
| ORCL Oracle Corp. | 0.04% | 3,109 | $606K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.04% | 4,186 | $601K | Reduce -4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 10,584 | $582K | Add +0.5% |
| WM Waste Management Inc. | 0.04% | 2,627 | $577K | Add +0.0% |
| DVY iShares Select Dividend ETF | 0.04% | 3,987 | $563K | Add +0.7% |
| USIG iShares Broad Usd Investment | 0.04% | 10,736 | $556K | Add +1.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,180 | $553K | Add +52.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 8,198 | $550K | Add +1.6% |
| IWN iShares Russell 2000 Value E | 0.04% | 3,014 | $546K | Add +0.6% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 3,850 | $543K | Reduce -4.7% |
| TRV The Travelers Cos Inc. | 0.04% | 1,859 | $539K | Add +0.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.04% | 20,801 | $536K | Reduce -7.2% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,688 | $520K | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 10,532 | $509K | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,950 | $480K | Add +0.3% |
| MBB iShares MBS ETF | 0.03% | 5,040 | $480K | Reduce -16.1% |
| DAL Delta Air Lines Inc. | 0.03% | 6,769 | $470K | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,357 | $448K | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 2,037 | $448K | Add +0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SO The Southern Co. | Reduce -1.1% | 2.06% | −0.29 |
| RJF Raymond James Financial Inc. | Reduce -9.4% | 0.43% | −0.10 |
| MSFT Microsoft Corp. | Reduce -2.3% | 0.37% | −0.05 |
| J Jacobs Solutions Inc. | Reduce -1.6% | 0.12% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.04% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.0% | 0.48% | −0.02 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.02 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -49.5% | 0.02% | −0.02 |
| HD Home Depot Inc. | Reduce -0.4% | 0.07% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.02 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.25% | −0.01 |
| MCBS Metrocity Bankshares Inc. | Reduce -16.7% | 0.05% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.07% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -38.6% | 0.01% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -11.7% | 0.05% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 0.06% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -33.8% | 0.02% | −0.01 |
| MBB iShares MBS ETF | Reduce -16.1% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.24% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 0.21% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -4.2% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.04% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.8% | 0.12% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -7.2% | 0.04% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -7.2% | 0.04% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.02% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.4% | 0.20% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -0.5% | 0.02% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -17.4% | 0.02% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.2% | 0.03% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.12% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -4.7% | 0.04% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -2.8% | 0.06% | −0.00 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.04% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.0% | 0.02% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.06% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 0.06% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.7% | 0.02% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.0% | 0.02% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Reduce -3.9% | 0.05% | −0.00 |
| IYF iShares US Financials ETF | Reduce -1.7% | 0.03% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 0.02% | −0.00 |
| RTX RTX Corp. | Reduce -7.0% | 0.05% | −0.00 |
| V Visa Inc. Class A | Reduce -0.4% | 0.06% | −0.00 |
| DE Deere & Co. | Reduce -1.0% | 0.03% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -2.6% | 0.02% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Add +17.1% | 1.48% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Add +4.6% | 9.00% | +0.15 |
| IXUS iShares Core Intl Stock ETF | Add +2.9% | 10.33% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 29.79% | +0.12 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +6.7% | 3.61% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +4.9% | 3.86% | +0.07 |
| AAPL Apple Inc. | Add +9.9% | 0.50% | +0.06 |
| SUB iShares Short-Term National | Add +6.2% | 1.94% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +6.4% | 1.31% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +32.1% | 0.11% | +0.03 |
| SLV iShares Silver Trust | New | 0.02% | +0.02 |
| SCHG Schwab US Large-Cap Growth | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +31.6% | 0.06% | +0.02 |
| NVDA Nvidia Corp. | Add +9.9% | 0.28% | +0.01 |
| CVNA Carvana Co. | New | 0.01% | +0.01 |
| CINF Cincinnati Financial Corp. | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +52.3% | 0.04% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +3.3% | 1.82% | +0.01 |
| CLS Celestica Inc. | Add +0.2% | 0.05% | +0.01 |
| IAGG iShares Intl Aggregate Bond | Add +6.9% | 2.01% | +0.01 |
| DAL Delta Air Lines Inc. | Add +0.3% | 0.03% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +19.9% | 0.02% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.06% | +0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.04% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.5% | 0.04% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.03% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.6% | 0.10% | +0.00 |
| FSK FS KKR Capital Corp. | Add +6.4% | 0.02% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.6% | 0.04% | +0.00 |
| MUB iShares National Muni Bond E | Add +3.4% | 2.62% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.3% | 0.04% | +0.00 |
| JMST JPM Ultra-Short Muni Income | Add +4.2% | 0.02% | 0.00 |
| TSLA Tesla Inc. | Add +2.7% | 0.03% | 0.00 |
| IHI iShares U.S. Medical Devices | Add +0.1% | 0.02% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.8% | 1.06% | −0.00 |
| PNFP Pinnacle Financial Partners | Add +0.8% | 0.01% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +0.6% | 0.04% | −0.00 |
| MMM 3M Co. | Add +0.4% | 0.06% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.8% | 0.14% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.6% | 0.03% | −0.00 |
| GE General Electric | Add +0.1% | 0.04% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.03% | −0.00 |
| PM Philip Morris International | Add +0.3% | 0.01% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.05% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.05% | −0.00 |
| CVX Chevron Corp. | Add +0.6% | 0.02% | −0.00 |
| ICSH iShares Ultra Short Duration | Add +2.8% | 0.07% | −0.00 |
| D Dominion Energy Inc. | Add +1.0% | 0.02% | −0.00 |
| FSCO FS Credit Opportunities Corp. | Add +3.2% | 0.01% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 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 |