Cahaba Wealth Management, Inc. Portfolio Holdings

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q3 2025

Cahaba Wealth Management, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $410M, Ishares Tr with a value of $141M, Ishares Core S&P Mid Cap ETF with a value of $122M, Spdr Portfolio S&P 500 ETF (Ma with a value of $56M, and Ishares Core S&P Sm Cap ETF with a value of $52.2M.

Examining the 13F form we can see an decrease of $74.2M in the current position value, from $1.28B to 1.21B.

Below you can find more details about Cahaba Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $1.11 Billion
Utilities: $36.1 Million
Technology: $20.8 Million
Financial Services: $18.5 Million
Healthcare: $5.92 Million
Consumer Cyclical: $5.68 Million
Industrials: $5.43 Million
Consumer Defensive: $4.76 Million
Other: $5.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$410 Million 33.92% of portfolio
612,156
Q3 2025 Added 1.4%
$0
$141 Million 11.64% of portfolio
1,702,907
Q3 2025 Added 0.79%
$0
$122 Million 10.11% of portfolio
1,872,038
Q3 2025 Added 3.55%
$0
$56 Million 4.63% of portfolio
714,392
Q3 2025 Added 0.49%
$0
$52.2 Million 4.32% of portfolio
439,609
Q3 2025 Added 3.79%
$0
$48.7 Million 4.03% of portfolio
997,635
Q3 2025 Added 4.87%
$0
$37 Million 3.06% of portfolio
503,966
Q3 2025 Added 0.2%
$0
$36.1 Million 2.99% of portfolio
339,367
Q3 2025 Added 7.66%
$98.6B
$32.5 Million 2.69% of portfolio
343,359
Q3 2025 Reduced 2.13%
$0
$27.6 Million 2.29% of portfolio
539,223
Q3 2025 Added 3.71%
$0
$26.3 Million 2.18% of portfolio
246,274
Q3 2025 Added 4.47%
$0
$25 Million 2.07% of portfolio
437,504
Q3 2025 Added 0.89%
$0
$18.1 Million 1.5% of portfolio
361,442
Q3 2025 Reduced 0.36%
$0
$17.7 Million 1.47% of portfolio
349,833
Q3 2025 Added 4.7%
$0
$14.7 Million 1.22% of portfolio
317,025
Q3 2025 Added 0.75%
$0
$8.14 Million 0.67% of portfolio
58,884
Q3 2025 Reduced 0.57%
$0
$6.85 Million 0.57% of portfolio
56,769
Q3 2025 Reduced 4.92%
$4.3T
$6.08 Million 0.5% of portfolio
23,860
Q3 2025 Reduced 3.09%
$3.78T
$5.89 Million 0.49% of portfolio
11,366
Q3 2025 Reduced 1.66%
$0
$5.5 Million 0.46% of portfolio
62,980
Q3 2025 Added 3.78%
$0
$5.57 Million 0.46% of portfolio
57,675
Q3 2025 Added 0.18%
$465B
$3.69 Million 0.31% of portfolio
19,767
Q3 2025 Reduced 2.24%
$662B
$3.67 Million 0.3% of portfolio
7,291
Q3 2025 Added 5.24%
$0
$3.36 Million 0.28% of portfolio
7,171
Q3 2025 Reduced 0.69%
$0
$3.04 Million 0.25% of portfolio
4,567
Q3 2025 Reduced 1.91%
$23.9B
$2.96 Million 0.24% of portfolio
21,251
Q3 2025 Added 0.38%
$0
$2.77 Million 0.23% of portfolio
13,596
Q3 2025 Added 3.63%
$2.39T
$2.58 Million 0.21% of portfolio
11,753
Q3 2025 Reduced 3.58%
$139B
$2.05 Million 0.17% of portfolio
6,199
Q3 2025 Reduced 2.27%
$0
$2 Million 0.17% of portfolio
24,049
Q3 2025 Reduced 0.12%
$0
$1.76 Million 0.15% of portfolio
22,336
Q3 2025 Added 1.52%
$0
$1.68 Million 0.14% of portfolio
16,714
Q3 2025 Reduced 98.92%
$0
$1.75 Million 0.14% of portfolio
5,328
Q3 2025 Added 13.1%
$0
$1.65 Million 0.14% of portfolio
5,371
Q3 2025 Reduced 0.57%
$0
$1.67 Million 0.14% of portfolio
11,464
Q3 2025 Added 16.06%
$0
$1.55 Million 0.13% of portfolio
7,489
Q3 2025 Added 1.71%
$136B
$1.61 Million 0.13% of portfolio
3,788
Q3 2025 Reduced 13.89%
$0
$1.37 Million 0.11% of portfolio
14,700
Q2 2025 Reduced 1.32%
$367B
$1.26 Million 0.1% of portfolio
3,112
Q3 2025 Reduced 3.32%
$1.74T
$1.22 Million 0.1% of portfolio
4,989
Q3 2025 Reduced 3.84%
$181B
$1.25 Million 0.1% of portfolio
44,232
Q3 2025 Reduced 0.79%
$0
$1.26 Million 0.1% of portfolio
3,321
Q3 2025 Added 0.24%
$5.06B
$1.22 Million 0.1% of portfolio
16,607
Q3 2025 Added 0.11%
$0
$1.15 Million 0.1% of portfolio
1,921
Q3 2025 Added 4.35%
$72.3B
$1.11 Million 0.09% of portfolio
9,935
Q3 2025 Added 0.01%
$279B
$1.14 Million 0.09% of portfolio
11,018
Q3 2025 Reduced 3.2%
$0
$1.04 Million 0.09% of portfolio
7,273
Q3 2025 Added 9.71%
$971B
$1.04 Million 0.09% of portfolio
1,366
Q3 2025 Added 1.34%
$0
$1.12 Million 0.09% of portfolio
5,755
Q3 2025 Added 1.21%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $1.21 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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