Cahaba Wealth Management, Inc. Portfolio Holdings

Cahaba Wealth Management, Inc.

$1.25 Billion
Q4 2025

Cahaba Wealth Management, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 156 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 $422M, Ishares Tr with a value of $148M, Ishares Core S&P Mid Cap ETF with a value of $126M, Spdr Portfolio S&P 500 ETF (Ma with a value of $56.9M, and Ishares Core S&P Sm Cap ETF with a value of $53.9M.

Examining the 13F form we can see an increase of $37.6M in the current position value, from $1.21B to 1.25B.

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

Portfolio value $1.25 Billion

ETFs: $1.14 Billion

Utilities: $34.3 Million

Technology: $21.8 Million

Financial Services: $17.2 Million

Healthcare: $6.43 Million

Consumer Cyclical: $5.79 Million

Industrials: $5.51 Million

Consumer Defensive: $4.65 Million

Other: $5.6 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$422 Million 33.87% of portfolio	624,708	Q4 2025 Added 2.05%
IXUS Ishares Tr ETFs	$0	$148 Million 11.86% of portfolio	1,752,628	Q4 2025 Added 2.92%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$126 Million 10.09% of portfolio	1,958,248	Q4 2025 Added 4.61%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$56.9 Million 4.57% of portfolio	720,187	Q4 2025 Added 0.81%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$53.9 Million 4.32% of portfolio	461,019	Q4 2025 Added 4.87%
ISTB Ihares Core 1 5 Years Usd Bond ETFs	$0	$51.9 Million 4.16% of portfolio	1,064,566	Q4 2025 Added 6.71%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$38.1 Million 3.06% of portfolio	508,607	Q4 2025 Added 0.92%
MUB Ishares National Muni Bond ETF ETFs	$0	$37.5 Million 3.01% of portfolio	350,964	Q4 2025 Added 3.42%
SO Southern CO Utilities	$98.6B	$30.8 Million 2.47% of portfolio	339,697	Q4 2025 Reduced 1.07%

IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$29.8 Million 2.39% of portfolio	576,454	Q4 2025 Added 6.9%
SUB Ishares Short Term National Mu ETFs	$0	$27.9 Million 2.24% of portfolio	261,553	Q4 2025 Added 6.2%
SPMD Spdr Portfolio ETFs	$0	$25.4 Million 2.04% of portfolio	451,746	Q4 2025 Added 3.26%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$21.3 Million 1.71% of portfolio	423,437	Q4 2025 Added 17.15%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$18.8 Million 1.51% of portfolio	372,281	Q4 2025 Added 6.42%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$14.8 Million 1.19% of portfolio	325,936	Q4 2025 Added 2.81%
ACWI Ishares Msci Acwi ETF ETFs	$0	$8.25 Million 0.66% of portfolio	58,892	Q4 2025 Added 0.01%
AAPL Apple Inc. Technology	$4.3T	$7.01 Million 0.56% of portfolio	26,226	Q4 2025 Added 9.92%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.73 Million 0.54% of portfolio	55,632	Q4 2025 Reduced 2.0%

RJF Raymond James Financial Inc Financial Services	$34.1B	$6.08 Million 0.49% of portfolio	38,290	Q4 2025 Reduced 9.38%
MSFT Microsoft Corp Technology	$3.78T	$5.63 Million 0.45% of portfolio	11,102	Q4 2025 Reduced 2.32%
IEFA Ishares Tr ETFs	$0	$5.62 Million 0.45% of portfolio	63,344	Q4 2025 Added 0.58%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$5.48 Million 0.44% of portfolio	57,950	Q4 2025 Added 0.48%
NVDA Nvidia Corp Technology	$465B	$4.05 Million 0.33% of portfolio	21,724	Q4 2025 Added 9.9%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.65 Million 0.29% of portfolio	7,163	Q4 2025 Reduced 1.76%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3.36 Million 0.27% of portfolio	7,144	Q4 2025 Reduced 0.38%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.99 Million 0.24% of portfolio	4,493	Q4 2025 Reduced 1.62%
AWK American Water Works Company, Inc. Utilities	$23.9B	$2.81 Million 0.23% of portfolio	21,385	Q4 2025 Added 0.63%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$2.75 Million 0.22% of portfolio	13,407	Q4 2025 Reduced 1.39%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$2.76 Million 0.22% of portfolio	11,744	Q4 2025 Reduced 0.08%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.07 Million 0.17% of portfolio	24,962	Q4 2025 Added 3.8%
AVGO Broadcom Inc. Technology	$139B	$2.12 Million 0.17% of portfolio	6,179	Q4 2025 Reduced 0.32%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.78 Million 0.14% of portfolio	22,631	Q4 2025 Added 1.32%
HCA Hca Healthcare, Inc. Healthcare	$136B	$1.7 Million 0.14% of portfolio	3,588	Q4 2025 Reduced 5.28%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.72 Million 0.14% of portfolio	17,173	Q4 2025 Added 2.75%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.74 Million 0.14% of portfolio	5,287	Q4 2025 Reduced 0.77%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.63 Million 0.13% of portfolio	11,147	Q4 2025 Reduced 2.77%
VV Vanguard Large Cap ETF ETFs	$0	$1.67 Million 0.13% of portfolio	5,373	Q4 2025 Added 0.04%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.53 Million 0.12% of portfolio	2,537	Q4 2025 Added 32.07%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.5 Million 0.12% of portfolio	7,175	Q4 2025 Reduced 4.19%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.42 Million 0.11% of portfolio	14,941	Q4 2025 Added 1.64%
GOOG Alphabet Inc. Communication Services	$1.74T	$1.42 Million 0.11% of portfolio	4,980	Q4 2025 Reduced 0.18%
LLY Eli Lilly & CO Healthcare	$971B	$1.37 Million 0.11% of portfolio	1,339	Q4 2025 Reduced 1.98%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.26 Million 0.1% of portfolio	3,323	Q4 2025 Added 0.06%
ABCB Ameris Bancorp Financial Services	$5.06B	$1.21 Million 0.1% of portfolio	16,624	Q4 2025 Added 0.1%
T At&T Inc. Communication Services	$181B	$1.3 Million 0.1% of portfolio	50,978	Q4 2025 Added 15.25%
JNJ Johnson & Johnson Healthcare	$522B	$1.1 Million 0.09% of portfolio	5,499	Q4 2025 Reduced 0.15%
AFL Aflac Inc Financial Services	$72.3B	$1.14 Million 0.09% of portfolio	9,936	Q4 2025 Added 0.01%
HD Home Depot, Inc. Consumer Cyclical	$367B	$1.11 Million 0.09% of portfolio	3,099	Q4 2025 Reduced 0.42%
WMT Walmart Inc. Consumer Defensive	$279B	$1.11 Million 0.09% of portfolio	10,802	Q4 2025 Reduced 1.96%
CAT Caterpillar Inc Industrials	$291B	$1.11 Million 0.09% of portfolio	2,012	Q4 2025 Reduced 0.79%

Summary

Portfolio
No. of Stocks 156
Current Value $1.25 Billion
Prior Value $1.21 Billion
Filing
Period Q4 2025
Filing Date January 07, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 4 stocks
Additional Purchases 78 stocks
Sold out of 0 stocks
Reduced holdings in 60 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Account

Cahaba Wealth Management, Inc. Portfolio Holdings