Cahaba Wealth Management, Inc. Top Holdings and 13F Report (2026) About Cahaba Wealth Management, Inc.Investment ActivityCahaba Wealth Management, Inc. has $1.66 billion in total holdings as of June 30, 2026.Cahaba Wealth Management, Inc. owns shares of 158 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Cahaba Wealth Management, Inc. has purchased 153 new stocks and bought additional shares in 89 stocks.Cahaba Wealth Management, Inc. sold shares of 45 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $494,733,187VictoryShares Core Plus Intermediate Bond ETF $186,000,651iShares Core MSCI Total International Stock ETF $172,517,726iShares Core S&P Mid-Cap ETF $159,211,143iShares Core S&P Small-Cap ETF $71,946,907 Largest New Holdings this Quarter 92204A702 - Vanguard Information Technology ETF $497,632 Holding46436E569 - iShares ESG Select Screened S&P 500 ETF $495,213 Holding007903107 - Advanced Micro Devices $381,077 Holding203668108 - Community Health Systems $367,400 Holding921943858 - Vanguard FTSE Developed Markets ETF $360,228 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 11,307 shares (about $8.47M)VictoryShares Core Plus Intermediate Bond ETF 382,419 shares (about $8.31M)iShares Core 1-5 Year USD Bond ETF 84,935 shares (about $4.10M)iShares Core MSCI Total International Stock ETF 39,484 shares (about $3.77M)iShares Core S&P Mid-Cap ETF 44,069 shares (about $3.40M) Largest Sales this Quarter Southern 15,721 shares (about $1.50M)iShares Core U.S. Aggregate Bond ETF 5,825 shares (about $576.56K)iShares S&P 500 Growth ETF 3,998 shares (about $549.84K)Schwab International Equity ETF 16,750 shares (about $463.99K)Invesco QQQ 594 shares (about $437.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCahaba Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$494,733,187$8,467,699 ▲1.7%660,62229.8%ETFUBNDVictoryShares Core Plus Intermediate Bond ETF$186,000,651$8,308,053 ▲4.7%8,561,59511.2%ETFIXUSiShares Core MSCI Total International Stock ETF$172,517,726$3,768,353 ▲2.2%1,807,60410.4%ETFIJHiShares Core S&P Mid-Cap ETF$159,211,143$3,398,160 ▲2.2%2,064,7289.6%ETFIJRiShares Core S&P Small-Cap ETF$71,946,907$1,092,896 ▲1.5%485,1124.3%ETFSPLGSPDR Portfolio S&P 500 ETF$64,850,947$243,603 ▼-0.4%737,9493.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$58,562,912$4,098,114 ▲7.5%1,213,7393.5%ETFMUBiShares National Muni Bond ETF$43,919,829$2,655,523 ▲6.4%408,1012.6%ETFVXUSVanguard Total International Stock ETF$43,640,863$195,687 ▼-0.4%510,4792.6%ETFSOSouthern$35,781,876$1,504,658 ▼-4.0%373,8572.2%UtilitiesIAGGiShares Core International Aggregate Bond ETF$31,712,186$1,459,911 ▲4.8%626,7231.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$31,562,886$193,222 ▼-0.6%467,1831.9%ETFSUBiShares Short-Term National Muni Bond ETF$28,753,706$1,166,272 ▲4.2%270,0641.7%ETFJPSTJPMorgan Ultra-Short Income ETF$22,598,642$2,213,148 ▲10.9%446,8781.4%ETFVTEBVanguard Tax-Exempt Bond ETF$22,047,661$508,025 ▲2.4%435,8971.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$18,922,538$226,873 ▼-1.2%328,1181.1%ETFACWIiShares MSCI ACWI ETF$8,684,853$133,896 ▼-1.5%55,3280.5%ETFAAPLApple$7,853,693$41,089 ▲0.5%27,1420.5%TechnologyIVWiShares S&P 500 Growth ETF$7,128,119$549,840 ▼-7.2%51,8300.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$6,927,157$3,337,583 ▲93.0%136,9540.4%ETFIWRiShares Russell Mid-Cap ETF$6,191,616$19,085 ▼-0.3%56,1240.4%ETFIEFAiShares Core MSCI EAFE ETF$6,030,189$46,359 ▲0.8%62,4370.4%ETFRJFRaymond James Financial$5,862,575$304 ▼0.0%38,5620.4%FinanceMSFTMicrosoft$4,175,914$44,016 ▲1.1%11,1950.3%TechnologyNVDANVIDIA$4,144,526$48,423 ▲1.2%20,7130.2%TechnologyBRK.BBerkshire Hathaway$3,634,247$31,524 ▲0.9%7,2630.2%FinanceIWFiShares Russell 1000 Growth ETF$3,501,554$2,626,911 ▲300.3%28,2000.2%ETFSPYSPDR S&P 500 ETF Trust$3,432,436$107,544 ▲3.2%4,5960.2%ETFIWDiShares Russell 1000 Value ETF$3,113,091$59,881 ▼-1.9%12,8410.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,909,470$1,150 ▼0.0%17,7120.2%ETFAMZNAmazon.com$2,904,716$57,918 ▲2.0%12,1870.2%Consumer DiscretionaryAWKAmerican Water Works$2,892,096$31,184 ▲1.1%21,9800.2%UtilitiesPINNACLE FINL PARTNERS INC$2,719,377$2,468,593 ▲984.4%26,9570.2%COMAVGOBroadcom$2,281,507$24,930 ▲1.1%6,0400.1%TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,127,963$67,412 ▲3.3%25,9160.1%ETFCATCaterpillar$2,116,872$8,519 ▲0.4%1,9880.1%IndustrialsQQQInvesco QQQ$1,917,793$437,469 ▼-18.6%2,6040.1%ETFVTIVanguard Total Stock Market ETF$1,870,892$111,010 ▼-5.6%5,0560.1%ETFBSVVanguard Short-Term Bond ETF$1,846,615$72,066 ▲4.1%23,7020.1%ETFVVVanguard Large-Cap ETF$1,832,336$344 ▲0.0%5,3280.1%ETFGOOGAlphabet$1,741,301$22,614 ▲1.3%4,9280.1%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$1,702,767$576,563 ▼-25.3%17,2030.1%ETFJJacobs Solutions$1,690,6680.0%13,4180.1%IndustrialsJNJJohnson & Johnson$1,667,243$24,380 ▲1.5%6,5650.1%HealthcareLLYEli Lilly and Company$1,656,971$37,195 ▲2.3%1,3810.1%HealthcareIVEiShares S&P 500 Value ETF$1,507,996$5,904 ▼-0.4%6,6410.1%ETFEFAiShares MSCI EAFE ETF$1,503,628$17,140 ▲1.2%14,4750.1%ETFPANWPalo Alto Networks$1,503,216$27,282 ▼-1.8%4,4080.1%TechnologyABCBAmeris Bancorp$1,469,738$33,397 ▼-2.2%16,2830.1%FinanceWALMART INC$1,442,767$27,634 ▼-1.9%12,7390.1%COMIWViShares Russell 3000 ETF$1,437,817$1,706 ▲0.1%3,3720.1%ETFHCAHCA Healthcare$1,398,815$1,170 ▼-0.1%3,5880.1%HealthcareGOOGLAlphabet$1,296,596$79,697 ▲6.5%3,6280.1%Communication ServicesHDHome Depot$1,271,627$22,569 ▲1.8%3,6060.1%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$1,264,026$16,239 ▲1.3%5,7600.1%ETFAFLAflac$1,174,133$703 ▲0.1%10,0140.1%FinanceVOOVanguard S&P 500 ETF$1,148,752$116,729 ▲11.3%1,6730.1%ETFCOSTCostco Wholesale$1,091,384$1,870 ▼-0.2%1,1670.1%Consumer StaplesIWYiShares Russell Top 200 Growth ETF$1,035,170$46,498 ▼-4.3%3,5620.1%ETFIWLiShares Russell Top 200 ETF$974,680$185 ▲0.0%5,2700.1%ETFKOCocaCola$951,284$3,495 ▼-0.4%11,7050.1%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$950,393$112,155 ▼-10.6%6,4910.1%ETFJPMJPMorgan Chase & Co.$946,812$46,146 ▲5.1%2,8930.1%FinanceXOMExxonMobil$938,904$26,662 ▲2.9%6,8670.1%EnergyIWOiShares Russell 2000 Growth ETF$927,012$1,182 ▲0.1%2,3530.1%ETFABBVAbbVie$919,432$9,310 ▲1.0%3,6540.1%HealthcareMMM3M$918,253$2,753 ▲0.3%5,6710.1%IndustrialsMCBSMetroCity Bankshares$897,2500.0%25,0000.1%FinanceGEGE Aerospace$891,880$8,971 ▲1.0%2,3860.1%IndustrialsCELESTICA INC$867,4940.0%2,3780.1%COMVYMVanguard High Dividend Yield ETF$808,062$127,855 ▼-13.7%5,1130.0%ETFSCHBSchwab US Broad Market ETF$794,227$21,083 ▲2.7%27,4250.0%ETFVVisa$779,137$61,412 ▼-7.3%2,2710.0%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$773,942$5,170 ▼-0.7%6,5870.0%ETFMCDMcDonald's$754,493$3,785 ▲0.5%2,7910.0%Consumer DiscretionaryAORiShares Core 60/40 Balanced Allocation ETF$737,1810.0%10,6070.0%ETFIWBiShares Russell 1000 ETF$705,630$410 ▲0.1%1,7230.0%ETFGE VERNOVA INC$703,660$48,164 ▲7.3%5990.0%COMGOVTiShares U.S. Treasury Bond ETF$688,280$6,242 ▲0.9%30,2140.0%ETFDVYiShares Select Dividend ETF$679,817$53,460 ▲8.5%4,3490.0%ETFRTXRTX$674,439$3,225 ▲0.5%3,5550.0%IndustrialsGLDSPDR Gold Shares$672,627$110,877 ▼-14.2%1,8260.0%ETFIWNiShares Russell 2000 Value ETF$659,863$2,433 ▲0.4%2,9830.0%ETFTRVTravelers Companies$638,620$7,921 ▲1.3%1,9350.0%FinanceDALDelta Air Lines$637,447$1,592 ▲0.3%6,8060.0%IndustrialsCRWDCrowdStrike$629,897$313,040 ▼-33.2%8250.0%TechnologyIWSiShares Russell Mid-Cap Value ETF$627,718$7,571 ▲1.2%3,8140.0%ETFACWXiShares MSCI ACWI ex U.S. ETF$614,119$6,698 ▲1.1%8,0690.0%ETFIWMiShares Russell 2000 ETF$612,859$901 ▼-0.1%2,0400.0%ETFBACBank of America$611,597$1,481 ▲0.2%10,7340.0%FinancePGProcter & Gamble$603,258$4,399 ▲0.7%4,1140.0%Consumer StaplesIUSBiShares Core Total USD Bond Market ETF$596,489$7,892 ▼-1.3%12,9250.0%ETFPEPPepsiCo$564,529$812 ▲0.1%4,1690.0%Consumer StaplesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$561,542$6,617 ▲1.2%10,9480.0%ETFUNHUnitedHealth Group$553,939$4,571 ▲0.8%1,3330.0%HealthcareWMWaste Management$551,274$892 ▼-0.2%2,4730.0%IndustrialsSPABSPDR Portfolio Aggregate Bond ETF$540,319$3,292 ▲0.6%21,1720.0%ETFWMGWarner Music Group$536,536$3,709 ▲0.7%19,8200.0%Communication ServicesBNDXVanguard Total International Bond ETF$514,232$26,346 ▲5.4%10,6180.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$507,550$60,184 ▲13.5%8,3490.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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