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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.6B
$32.5 Million 2.69% of portfolio
343,359
Q3 2025 Reduced 2.13%
$34.1B
$7.29 Million 0.6% of portfolio
42,254
Q4 2024 Reduced 8.65%
$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%
$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%
$23.9B
$2.96 Million 0.24% of portfolio
21,251
Q3 2025 Added 0.38%
$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%
$136B
$1.61 Million 0.13% of portfolio
3,788
Q3 2025 Reduced 13.89%
$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%
$5.06B
$1.22 Million 0.1% of portfolio
16,607
Q3 2025 Added 0.11%
$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%
$404B
$1.1 Million 0.09% of portfolio
1,191
Q3 2025 Reduced 5.25%
$291B
$967,000 0.08% of portfolio
2,028
Q3 2025 Reduced 3.93%
$522B
$1.02 Million 0.08% of portfolio
5,507
Q3 2025 Reduced 20.55%
$658M
$830,000 0.07% of portfolio
30,000
Q2 2024 Reduced 25.0%
$593B
$881,000 0.07% of portfolio
3,136
Q3 2025 Reduced 0.54%
$533B
$817,000 0.07% of portfolio
2,396
Q3 2025 Reduced 5.85%
$61.4B
$901,000 0.07% of portfolio
4,425
Q3 2025 Added 3.22%
$881B
$802,000 0.07% of portfolio
2,545
Q3 2025 Added 1.8%
$224B
$879,000 0.07% of portfolio
2,895
Q3 2025 Reduced 0.99%
$414B
$813,000 0.07% of portfolio
3,514
Q3 2025 Reduced 0.28%
$1.65T
$792,000 0.07% of portfolio
3,260
Q3 2025 Added 1.72%
$91.4B
$867,000 0.07% of portfolio
5,593
Q3 2025 Added 0.45%
$490B
$736,000 0.06% of portfolio
6,529
Q3 2025 Added 11.3%
$306B
$760,000 0.06% of portfolio
11,463
Q3 2025 Reduced 9.1%
$346B
$699,000 0.06% of portfolio
4,550
Q3 2025 Reduced 1.24%
$204B
$613,000 0.05% of portfolio
4,371
Q3 2025 Added 0.64%
$258B
$661,000 0.05% of portfolio
3,951
Q3 2025 Reduced 8.09%
$85.9B
$579,000 0.05% of portfolio
2,626
Q3 2025 Reduced 3.74%
$413B
$543,000 0.04% of portfolio
10,527
Q3 2025 Added 0.3%
$300B
$464,000 0.04% of portfolio
1,345
Q3 2025 Reduced 1.97%
$67.3B
$517,000 0.04% of portfolio
1,854
Q3 2025 Added 0.43%
$228B
$428,000 0.04% of portfolio
3,196
Q3 2025 Reduced 8.0%
$328B
$507,000 0.04% of portfolio
1,687
Q2 2025 Added 0.6%
$303B
$303,000 0.03% of portfolio
1,954
Q3 2025 New
$140B
$326,000 0.03% of portfolio
1,298
Q3 2025 Added 0.08%
$1.29T
$345,000 0.03% of portfolio
778
Q3 2025 Added 2.64%
$104B
$303,000 0.03% of portfolio
1,035
Q3 2025 Reduced 3.36%
$37.5B
$382,000 0.03% of portfolio
6,746
Q3 2025 Added 0.31%
$115B
$380,000 0.03% of portfolio
775
Q3 2025 Reduced 6.17%
$144B
$361,000 0.03% of portfolio
791
Q3 2025 Added 17.88%
$1.37T
$397,000 0.03% of portfolio
541
Q2 2025 Reduced 39.76%
$512B
$319,000 0.03% of portfolio
561
Q3 2025 Added 0.18%
$54.4B
$331,000 0.03% of portfolio
1,071
Q3 2025 Reduced 0.19%

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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