Cahaba Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Cahaba Wealth Management, Inc. reported 153 stock positions worth $1.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 28.8% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 12.1%) and iShares Core Intl Stock ETF (IXUS, 10.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 13, added to 83 and reduced 46. The biggest buy was Southern (SO, shares +15%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001716399
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001172661-26-001569 ↗ filed Apr 29, 2026
Holdings Value
Holdings 153 stocks · $1.5B
| IVV iShares Core S&P 500 ETF | 28.79% | 649,315 | $424.1M | Add +3.9% |
| UBND Victoryshares Core Plus Bond | 12.09% | 8,179,176 | $178.1M | Add +4.0% |
| IXUS iShares Core Intl Stock ETF | 10.40% | 1,768,120 | $153.2M | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 9.26% | 2,020,659 | $136.5M | Add +3.2% |
| IJR iShares Core S&P Small-Cap E | 4.03% | 477,743 | $59.4M | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.85% | 740,721 | $56.7M | Add +2.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.71% | 1,128,804 | $54.7M | Add +6.0% |
| MUB iShares National Muni Bond E | 2.76% | 383,426 | $40.7M | Add +9.3% |
| VXUS Vanguard Total Intl Stock | 2.68% | 512,768 | $39.5M | Add +0.8% |
| SO The Southern Co. | 2.55% | 389,578 | $37.6M | Add +14.7% |
| IAGG iShares Intl Aggregate Bond | 2.03% | 597,871 | $29.9M | Add +3.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.89% | 470,043 | $27.8M | Add +4.0% |
| SUB iShares Short-Term National | 1.87% | 259,110 | $27.6M | Reduce -0.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.44% | 425,853 | $21.2M | Add +0.6% |
| JPST JPMorgan Ultra-Short Income | 1.39% | 403,114 | $20.4M | Add +8.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.09% | 332,052 | $16.0M | Add +1.9% |
| ACWI iShares MSCI Acwi ETF | 0.53% | 56,181 | $7.8M | Reduce -4.6% |
| AAPL Apple Inc. | 0.47% | 27,000 | $6.9M | Add +3.0% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 55,828 | $6.3M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 61,957 | $5.6M | Reduce -2.2% |
| RJF Raymond James Financial Inc. | 0.38% | 38,564 | $5.6M | Add +0.7% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 56,297 | $5.5M | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.28% | 11,077 | $4.1M | Reduce -0.2% |
| ICSH iShares Ultra Short Duration | 0.24% | 70,968 | $3.6M | Add +268.6% |
| NVDA Nvidia Corp. | 0.24% | 20,471 | $3.6M | Reduce -5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 7,200 | $3.5M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.20% | 7,044 | $3.0M | Reduce -1.4% |
| AWK American Water Works Co. Inc. | 0.20% | 21,743 | $3.0M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 4,452 | $2.9M | Reduce -0.9% |
| IWD iShares Russell 1000 Value E | 0.19% | 13,088 | $2.8M | Reduce -2.4% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 17,719 | $2.5M | Add +59.0% |
| AMZN Amazon.com Inc. | 0.17% | 11,944 | $2.5M | Add +1.7% |
| AGG iShares Core U.S. Aggregate | 0.16% | 23,028 | $2.3M | Add +34.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 25,095 | $2.1M | Add +0.5% |
| AVGO Broadcom Inc. | 0.13% | 5,974 | $1.8M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 3,198 | $1.8M | Add +26.1% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 22,777 | $1.8M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 5,356 | $1.7M | Add +1.3% |
| J Jacobs Solutions Inc. | 0.12% | 13,418 | $1.7M | No change |
| HCA HCA Healthcare Inc. | 0.12% | 3,591 | $1.7M | Add +0.1% |
| WMT Walmart Inc. | 0.11% | 12,983 | $1.6M | Add +20.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 5,327 | $1.6M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.11% | 6,469 | $1.6M | Add +17.6% |
| IVE iShares S&P 500 Value ETF | 0.10% | 6,667 | $1.4M | Reduce -7.1% |
| CAT Caterpillar Inc. | 0.10% | 1,980 | $1.4M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.09% | 4,864 | $1.4M | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.09% | 14,310 | $1.4M | Reduce -4.2% |
| ABCB Ameris Bancorp | 0.09% | 16,653 | $1.3M | Add +0.2% |
| IWV iShares Russell 3000 ETF | 0.08% | 3,368 | $1.2M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.08% | 1,350 | $1.2M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.08% | 1,169 | $1.2M | Reduce -0.3% |
| HD Home Depot Inc. | 0.08% | 3,542 | $1.2M | Add +14.3% |
| XOM Exxon Mobil Corp. | 0.08% | 6,672 | $1.1M | Add +1.5% |
| AFL Aflac Inc. | 0.07% | 10,008 | $1.1M | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 5,686 | $1.1M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.07% | 3,405 | $979K | Add +5.8% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 7,257 | $930K | Reduce -1.8% |
| IWY iShares Russell Top 200 Grow | 0.06% | 3,722 | $926K | Add +7.8% |
| GLD SPDR Gold Shares | 0.06% | 2,127 | $915K | Reduce -5.2% |
| VOO Vanguard S&P 500 ETF | 0.06% | 1,503 | $898K | Add +19.1% |
| KO The Coca-Cola Co. | 0.06% | 11,748 | $893K | Add +6.7% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 5,922 | $877K | Add +17.0% |
| MCD McDonald's Corp. | 0.06% | 2,777 | $863K | Reduce -3.6% |
| IWL iShares Russell Top 200 ETF | 0.06% | 5,269 | $846K | Add +0.0% |
| MMM 3M Co. | 0.06% | 5,654 | $821K | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.06% | 2,752 | $810K | Add +9.0% |
| ABBV Abbvie Inc. | 0.05% | 3,617 | $787K | Add +0.4% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,350 | $738K | No change |
| PANW Palo Alto Networks Inc. | 0.05% | 4,488 | $720K | Add +1.7% |
| MCBS Metrocity Bankshares Inc. | 0.05% | 25,000 | $717K | No change |
| V Visa Inc. Class A | 0.05% | 2,350 | $710K | Reduce -1.6% |
| SCHF Schwab Intl Equity ETF | 0.05% | 27,796 | $688K | Add +227.4% |
| GOVT iShares US Treasury Bond ETF | 0.05% | 29,940 | $686K | Add +0.6% |
| AOR iShares Core 60/40 Balanced | 0.05% | 10,607 | $683K | Add +5.0% |
| RTX RTX Corp. | 0.05% | 3,538 | $682K | Reduce -3.7% |
| T AT&T Inc. | 0.05% | 23,536 | $682K | Reduce -53.8% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,362 | $670K | Add +39.9% |
| SCHB Schwab US Broad Market ETF | 0.05% | 26,697 | $670K | Add +0.3% |
| CLS Celestica Inc. | 0.05% | 2,378 | $670K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 6,631 | $667K | No change |
| PEP Pepsico Inc. | 0.04% | 4,163 | $646K | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,722 | $614K | Add +0.1% |
| DVY iShares Select Dividend ETF | 0.04% | 4,007 | $607K | Add +0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 13,096 | $605K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.04% | 4,084 | $590K | Reduce -9.1% |
| WM Waste Management Inc. | 0.04% | 2,477 | $569K | Reduce -5.7% |
| IWN iShares Russell 2000 Value E | 0.04% | 2,972 | $564K | Reduce -1.4% |
| TRV The Travelers Cos Inc. | 0.04% | 1,911 | $557K | Add +2.8% |
| USIG iShares Broad Usd Investment | 0.04% | 10,819 | $554K | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 3,768 | $549K | Reduce -2.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 7,981 | $546K | Reduce -2.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.04% | 21,043 | $539K | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 10,708 | $522K | Add +1.2% |
| DE Deere & Co. | 0.03% | 907 | $511K | Add +15.8% |
| IWM iShares Russell 2000 ETF | 0.03% | 2,043 | $507K | Add +4.8% |
| WMG Warner Music Group Corp. Class A | 0.03% | 19,683 | $503K | New |
| GEV GE Vernova Inc. | 0.03% | 558 | $487K | Add +44.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 10,074 | $484K | Reduce -4.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 1,235 | $482K | Add +4.7% |
| MBB iShares MBS ETF | 0.03% | 5,075 | $482K | Add +0.7% |
Options reported separately and not counted above: V calls ($30K).
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.2% | 0.28% | −0.10 |
| SUB iShares Short-Term National | Reduce -0.9% | 1.87% | −0.07 |
| ACWI iShares MSCI Acwi ETF | Reduce -4.6% | 0.53% | −0.05 |
| T AT&T Inc. | Reduce -53.8% | 0.05% | −0.04 |
| NVDA Nvidia Corp. | Reduce -5.8% | 0.24% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -1.4% | 0.20% | −0.03 |
| AVGO Broadcom Inc. | Reduce -3.3% | 0.13% | −0.02 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.9% | 0.37% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 0.20% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.02 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.02 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.02 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.01 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.09% | −0.01 |
| BOX Box Inc. Class A | Sold out | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 0.38% | −0.01 |
| FSCO FS Credit Opportunities Corp. | Sold out | 0.00% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -7.1% | 0.10% | −0.01 |
| V Visa Inc. Class A | Reduce -1.6% | 0.05% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.9% | 0.11% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.8% | 0.06% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -2.6% | 0.02% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.4% | 0.19% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.02% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -4.2% | 0.09% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.2% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.1% | 0.04% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -7.0% | 0.02% | −0.00 |
| SLV iShares Silver Trust | Reduce -24.5% | 0.02% | −0.00 |
| BLK BlackRock Inc. | Reduce -1.5% | 0.02% | −0.00 |
| MCD McDonald's Corp. | Reduce -3.6% | 0.06% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -4.3% | 0.03% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -7.0% | 0.01% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -6.5% | 0.02% | −0.00 |
| WM Waste Management Inc. | Reduce -5.7% | 0.04% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -2.6% | 0.04% | −0.00 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.7% | 0.02% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.02% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.02% | −0.00 |
| AMGN Amgen Inc. | Reduce -9.7% | 0.02% | −0.00 |
| RTX RTX Corp. | Reduce -3.7% | 0.05% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.1% | 0.04% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 0.02% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.5% | 0.01% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SO The Southern Co. | Add +14.7% | 2.55% | +0.49 |
| IJH iShares Core S&P Midcap ETF | Add +3.2% | 9.26% | +0.27 |
| ICSH iShares Ultra Short Duration | Add +268.6% | 0.24% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +3.6% | 4.03% | +0.17 |
| MUB iShares National Muni Bond E | Add +9.3% | 2.76% | +0.15 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +6.0% | 3.71% | +0.10 |
| JPST JPMorgan Ultra-Short Income | Add +8.3% | 1.39% | +0.07 |
| IXUS iShares Core Intl Stock ETF | Add +0.9% | 10.40% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +4.0% | 1.89% | +0.07 |
| ITOT iShares Core S&P Total U.S. | Add +59.0% | 0.17% | +0.06 |
| UBND Victoryshares Core Plus Bond | Add +4.0% | 12.09% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +34.1% | 0.16% | +0.04 |
| WMG Warner Music Group Corp. Class A | New | 0.03% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +227.4% | 0.05% | +0.03 |
| JNJ Johnson & Johnson | Add +17.6% | 0.11% | +0.03 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.9% | 1.09% | +0.03 |
| WMT Walmart Inc. | Add +20.2% | 0.11% | +0.03 |
| IAGG iShares Intl Aggregate Bond | Add +3.7% | 2.03% | +0.02 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.08% | +0.02 |
| SCHA Schwab US Small-Cap ETF | New | 0.02% | +0.02 |
| LNG Cheniere Energy Inc. | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| HUBB Hubbell Inc. | New | 0.02% | +0.02 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +26.1% | 0.13% | +0.02 |
| GEV GE Vernova Inc. | Add +44.9% | 0.03% | +0.02 |
| PNFP Pinnacle Financial Partners | New | 0.01% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.01% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.8% | 2.68% | +0.01 |
| FSSL FS Specialty Lending Fund | New | 0.01% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +68.2% | 0.03% | +0.01 |
| CVX Chevron Corp. | Add +18.3% | 0.03% | +0.01 |
| DE Deere & Co. | Add +15.8% | 0.03% | +0.01 |
| GE General Electric | Add +39.9% | 0.05% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +17.0% | 0.06% | +0.01 |
| KO The Coca-Cola Co. | Add +6.7% | 0.06% | +0.01 |
| AWK American Water Works Co. Inc. | Add +1.7% | 0.20% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +19.1% | 0.06% | +0.01 |
| HD Home Depot Inc. | Add +14.3% | 0.08% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.03% | +0.00 |
| ABCB Ameris Bancorp | Add +0.2% | 0.09% | +0.00 |
| DVY iShares Select Dividend ETF | Add +0.5% | 0.04% | +0.00 |
| D Dominion Energy Inc. | Add +2.9% | 0.02% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +4.8% | 0.03% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +5.0% | 0.05% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Add +3.2% | 0.02% | +0.00 |
| PM Philip Morris International | Add +1.5% | 0.01% | +0.00 |
| TRV The Travelers Cos Inc. | Add +2.8% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.02% | +0.00 |
Options Activity Q4 2025 → Q1 2026
| V Visa Inc. Class A | call | New | 100 | $30K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |