Cahaba Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Cahaba Wealth Management, Inc.

Investment Activity

Cahaba Wealth Management, Inc. has $1.47 billion in total holdings as of March 31, 2026.
Cahaba Wealth Management, Inc. owns shares of 153 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 3.97% of the portfolio was purchased this quarter.
About 0.39% of the portfolio was sold this quarter.
This quarter, Cahaba Wealth Management, Inc. has purchased 156 new stocks and bought additional shares in 84 stocks.
Cahaba Wealth Management, Inc. sold shares of 45 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $424,139,096
VictoryShares Core Plus Intermediate Bond ETF: $178,142,453
iShares Core MSCI Total International Stock ETF: $153,189,919
iShares Core S&P Mid-Cap ETF: $136,455,098
iShares Core S&P Small-Cap ETF: $59,388,269

Largest New Holdings this Quarter

934550203 - Warner Music Group: $502,698 Holding
74762E102 - Quanta Services: $414,515 Holding
808524607 - Schwab US Small-Cap ETF: $313,734 Holding
16411R208 - CHENIERE ENERGY INC: $290,693 Holding
N07059210 - ASML: $256,582 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 24,607 shares (about $16.07M)
VictoryShares Core Plus Intermediate Bond ETF: 316,424 shares (about $6.89M)
Southern: 49,881 shares (about $4.81M)
iShares Core S&P Mid-Cap ETF: 62,411 shares (about $4.21M)
iShares National Muni Bond ETF: 32,462 shares (about $3.45M)

Largest Sales this Quarter

AT&T: 27,442 shares (about $795.54K)
iShares MSCI ACWI ETF: 2,711 shares (about $375.12K)
iShares Short-Term National Muni Bond ETF: 2,443 shares (about $260.18K)
NVIDIA: 1,253 shares (about $218.53K)
iShares Russell Mid-Cap ETF: 1,653 shares (about $160.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$424,139,096	$16,073,540 â–²	3.9%	649,315	28.8%	ETF
UBND VictoryShares Core Plus Intermediate Bond ETF	$178,142,453	$6,891,715 â–²	4.0%	8,179,176	12.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$153,189,919	$1,342,227 â–²	0.9%	1,768,120	10.4%	Manufacturing
IJH iShares Core S&P Mid-Cap ETF	$136,455,098	$4,214,615 â–²	3.2%	2,020,659	9.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$59,388,269	$2,078,962 â–²	3.6%	477,743	4.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$56,694,757	$1,571,672 â–²	2.9%	740,721	3.8%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$54,701,836	$3,112,973 â–²	6.0%	1,128,804	3.7%	Manufacturing
MUB iShares National Muni Bond ETF	$40,700,631	$3,445,838 â–²	9.2%	383,426	2.8%	ETF
VXUS Vanguard Total International Stock ETF	$39,539,504	$320,854 â–²	0.8%	512,768	2.7%	ETF
SO Southern	$37,602,025	$4,814,509 â–²	14.7%	389,578	2.6%	Utilities
IAGG iShares Core International Aggregate Bond ETF	$29,917,440	$1,071,706 â–²	3.7%	597,871	2.0%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$27,835,931	$1,083,548 â–²	4.1%	470,043	1.9%	ETF
SUB iShares Short-Term National Muni Bond ETF	$27,595,247	$260,180 â–¼	-0.9%	259,110	1.9%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$21,245,818	$120,534 â–²	0.6%	425,853	1.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$20,401,611	$1,560,459 â–²	8.3%	403,114	1.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$16,044,753	$295,525 â–²	1.9%	332,052	1.1%	ETF
ACWI iShares MSCI ACWI ETF	$7,773,809	$375,123 â–¼	-4.6%	56,181	0.5%	Manufacturing
AAPL Apple	$6,852,374	$196,435 â–²	3.0%	27,000	0.5%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$6,314,714	$22,170 â–²	0.4%	55,828	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$5,608,991	$125,566 â–¼	-2.2%	61,957	0.4%	ETF
RJF Raymond James Financial	$5,583,655	$39,672 â–²	0.7%	38,564	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$5,473,765	$160,721 â–¼	-2.9%	56,297	0.4%	ETF
MSFT Microsoft	$4,100,375	$9,254 â–¼	-0.2%	11,077	0.3%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$3,592,377	$2,617,898 â–²	268.6%	70,968	0.2%	ETF
NVDA NVIDIA	$3,570,224	$218,528 â–¼	-5.8%	20,471	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$3,450,158	$17,730 â–²	0.5%	7,200	0.2%	Finance
IWF iShares Russell 1000 Growth ETF	$3,003,588	$42,640 â–¼	-1.4%	7,044	0.2%	ETF
AWK American Water Works	$2,959,047	$48,721 â–²	1.7%	21,743	0.2%	Utilities
SPY SPDR S&P 500 ETF Trust	$2,895,110	$26,662 â–¼	-0.9%	4,452	0.2%	Finance
IWD iShares Russell 1000 Value ETF	$2,796,559	$68,162 â–¼	-2.4%	13,088	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,523,676	$936,035 â–²	59.0%	17,719	0.2%	ETF
AMZN Amazon.com	$2,487,479	$41,652 â–²	1.7%	11,944	0.2%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$2,286,009	$581,231 â–²	34.1%	23,028	0.2%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$2,072,122	$10,982 â–²	0.5%	25,095	0.1%	Manufacturing
AVGO Broadcom	$1,848,956	$63,448 â–¼	-3.3%	5,974	0.1%	Computer and Technology
QQQ Invesco QQQ	$1,845,600	$381,470 â–²	26.1%	3,198	0.1%	Finance
BSV Vanguard Short-Term Bond ETF	$1,785,952	$11,448 â–²	0.6%	22,777	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$1,718,401	$22,138 â–²	1.3%	5,356	0.1%	ETF
J Jacobs Solutions	$1,707,843		0.0%	13,418	0.1%	Business Services
HCA HCA Healthcare	$1,699,273	$1,420 â–²	0.1%	3,591	0.1%	Medical
WALMART INC	$1,613,501	$271,050 â–²	20.2%	12,983	0.1%	COM
VV Vanguard Large-Cap ETF	$1,591,938	$13,747 â–¼	-0.9%	5,327	0.1%	ETF
JNJ Johnson & Johnson	$1,581,243	$237,101 â–²	17.6%	6,469	0.1%	Medical
IVE iShares S&P 500 Value ETF	$1,407,792	$107,268 â–¼	-7.1%	6,667	0.1%	ETF
CAT Caterpillar	$1,402,554	$22,668 â–¼	-1.6%	1,980	0.1%	Industrials
GOOG Alphabet	$1,395,177	$33,273 â–¼	-2.3%	4,864	0.1%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,389,924	$61,289 â–¼	-4.2%	14,310	0.1%	Finance
ABCB Ameris Bancorp	$1,298,780	$2,262 â–²	0.2%	16,653	0.1%	Finance
IWV iShares Russell 3000 ETF	$1,248,292	$16,678 â–²	1.4%	3,368	0.1%	ETF
LLY Eli Lilly and Company	$1,241,833	$10,119 â–²	0.8%	1,350	0.1%	Medical
COST Costco Wholesale	$1,165,059	$3,987 â–¼	-0.3%	1,169	0.1%	Retail/Wholesale
HD Home Depot	$1,164,988	$145,706 â–²	14.3%	3,542	0.1%	Retail/Wholesale
XOM ExxonMobil	$1,132,048	$16,628 â–²	1.5%	6,672	0.1%	Energy
AFL Aflac	$1,097,924	$7,899 â–²	0.7%	10,008	0.1%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$1,090,727	$13,236 â–¼	-1.2%	5,686	0.1%	ETF
GOOGL Alphabet	$979,191	$53,201 â–²	5.7%	3,405	0.1%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$929,809	$16,784 â–¼	-1.8%	7,257	0.1%	ETF
IWY iShares Russell Top 200 Growth ETF	$926,080	$67,428 â–²	7.9%	3,722	0.1%	ETF
GLD SPDR Gold Shares	$915,186	$50,342 â–¼	-5.2%	2,127	0.1%	Finance
VOO Vanguard S&P 500 ETF	$898,226	$144,027 â–²	19.1%	1,503	0.1%	ETF
KO CocaCola	$893,457	$55,746 â–²	6.7%	11,748	0.1%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$877,041	$127,365 â–²	17.0%	5,922	0.1%	Financial Services
MCD McDonald's	$863,211	$32,639 â–¼	-3.6%	2,777	0.1%	Retail/Wholesale
IWL iShares Russell Top 200 ETF	$845,597	$160 â–²	0.0%	5,269	0.1%	ETF
MMM 3M	$821,093	$5,518 â–²	0.7%	5,654	0.1%	Multi-Sector Conglomerates
JPM JPMorgan Chase & Co.	$809,615	$66,781 â–²	9.0%	2,752	0.1%	Finance
ABBV AbbVie	$786,722	$2,828 â–²	0.4%	3,617	0.1%	Medical
V Visa	$740,435	$19,040 â–²	2.6%	2,450	0.1%	Business Services
IWO iShares Russell 2000 Growth ETF	$737,582		0.0%	2,350	0.1%	ETF
PANW Palo Alto Networks	$719,516	$12,184 â–²	1.7%	4,488	0.0%	Computer and Technology
MCBS MetroCity Bankshares	$716,750		0.0%	25,000	0.0%	Finance
SCHF Schwab International Equity ETF	$687,952	$477,799 â–²	227.4%	27,796	0.0%	ETF
GOVT iShares U.S. Treasury Bond ETF	$685,918	$3,963 â–²	0.6%	29,940	0.0%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$682,533	$32,753 â–²	5.0%	10,607	0.0%	ETF
RTX RTX	$682,437	$26,040 â–¼	-3.7%	3,538	0.0%	Aerospace
T AT&T	$682,307	$795,542 â–¼	-53.8%	23,536	0.0%	Computer and Technology
GE GE Aerospace	$670,220	$191,248 â–²	39.9%	2,362	0.0%	Aerospace
SCHB Schwab US Broad Market ETF	$670,085	$1,657 â–²	0.2%	26,697	0.0%	ETF
CELESTICA INC	$669,835		0.0%	2,378	0.0%	COM
IJK iShares S&P Mid-Cap 400 Growth ETF	$667,176		0.0%	6,631	0.0%	ETF
PEP PepsiCo	$646,468	$3,572 â–¼	-0.5%	4,163	0.0%	Consumer Staples
IWB iShares Russell 1000 ETF	$614,012	$357 â–²	0.1%	1,722	0.0%	ETF
DVY iShares Select Dividend ETF	$606,699	$3,028 â–²	0.5%	4,007	0.0%	ETF
IUSB iShares Core Total USD Bond Market ETF	$604,883	$3,187 â–²	0.5%	13,096	0.0%	Manufacturing
PG Procter & Gamble	$589,944	$59,370 â–¼	-9.1%	4,084	0.0%	Consumer Staples
WM Waste Management	$569,249	$34,472 â–¼	-5.7%	2,477	0.0%	Business Services
IWN iShares Russell 2000 Value ETF	$563,525	$7,964 â–¼	-1.4%	2,972	0.0%	ETF
TRV Travelers Companies	$557,495	$15,170 â–²	2.8%	1,911	0.0%	Finance
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$554,236	$4,252 â–²	0.8%	10,819	0.0%	Manufacturing
IWS iShares Russell Mid-Cap Value ETF	$549,096	$11,950 â–¼	-2.1%	3,768	0.0%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$546,432	$14,857 â–¼	-2.6%	7,981	0.0%	Manufacturing
SPAB SPDR Portfolio Aggregate Bond ETF	$539,118	$6,200 â–²	1.2%	21,043	0.0%	ETF
BAC Bank of America	$521,996	$6,045 â–²	1.2%	10,708	0.0%	Finance
DE Deere & Company	$510,972	$69,857 â–²	15.8%	907	0.0%	Industrials
IWM iShares Russell 2000 ETF	$506,781	$23,069 â–²	4.8%	2,043	0.0%	Finance
WMG Warner Music Group	$502,698	$502,698 â–²	New Holding	19,683	0.0%	Consumer Discretionary
GE VERNOVA INC	$486,804	$150,927 â–²	44.9%	558	0.0%	COM
BNDX Vanguard Total International Bond ETF	$484,056	$22,007 â–¼	-4.3%	10,074	0.0%	ETF
CRWD CrowdStrike	$482,313	$21,480 â–²	4.7%	1,235	0.0%	Computer and Technology
MBB iShares MBS ETF	$481,900	$3,323 â–²	0.7%	5,075	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Cahaba Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Cahaba Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cahaba Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Cahaba Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCahaba Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools