Cahaba Wealth Management, Inc. Portfolio Holdings

Cahaba Wealth Management, Inc.

  • $1.28 Billion
  • Q2 2025

Cahaba Wealth Management, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 155 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 $375M, Ishares Core U.S. Aggregate Bo with a value of $153M, Ishares Tr with a value of $131M, Ishares Core S&P Mid Cap ETF with a value of $112M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $51.7M.

Examining the 13F form we can see an increase of $76.4M in the current position value, from $1.21B to 1.28B.

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

Portfolio value $1.28 Billion
ETFs: $1.18 Billion
Utilities: $35.7 Million
Technology: $18.7 Million
Financial Services: $17.3 Million
Healthcare: $5.85 Million
Consumer Cyclical: $5.48 Million
Industrials: $5.37 Million
Consumer Defensive: $5.01 Million
Other: $4.62 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$32.2 Million 2.51% of portfolio
350,849
Q2 2025 Added 9.7%
$34.3B
$6.48 Million 0.51% of portfolio
42,254
Q4 2024 Reduced 8.65%
$3.81T
$5.75 Million 0.45% of portfolio
11,558
Q2 2025 Reduced 6.12%
$3.38T
$5.05 Million 0.39% of portfolio
24,620
Q2 2025 Reduced 9.72%
$631B
$3.37 Million 0.26% of portfolio
6,928
Q2 2025 Added 0.14%
$431B
$3.19 Million 0.25% of portfolio
20,219
Q2 2025 Reduced 23.19%
$25.9B
$2.95 Million 0.23% of portfolio
21,171
Q2 2025 Added 0.66%
$2.28T
$2.67 Million 0.21% of portfolio
12,189
Q2 2025 Reduced 4.17%
$116B
$1.75 Million 0.14% of portfolio
6,343
Q2 2025 Reduced 7.83%
$104B
$1.69 Million 0.13% of portfolio
4,399
Q2 2025 Reduced 3.53%
$192B
$1.29 Million 0.1% of portfolio
44,584
Q2 2025 Reduced 3.65%
$422B
$1.24 Million 0.1% of portfolio
1,257
Q2 2025 Reduced 9.18%
$258B
$1.11 Million 0.09% of portfolio
11,382
Q2 2025 Reduced 7.75%
$368B
$1.18 Million 0.09% of portfolio
3,219
Q2 2025 Reduced 4.96%
$426B
$1.06 Million 0.08% of portfolio
6,931
Q2 2025 Added 28.16%
$4.74B
$1.07 Million 0.08% of portfolio
16,589
Q2 2025 Added 0.15%
$724B
$1.05 Million 0.08% of portfolio
1,348
Q2 2025 Reduced 4.46%
$58.7B
$877,000 0.07% of portfolio
4,287
Q1 2025 Added 0.16%
$87.9B
$847,000 0.07% of portfolio
5,568
Q2 2025 Reduced 0.22%
$221B
$854,000 0.07% of portfolio
2,924
Q2 2025 Reduced 1.85%
$757M
$857,000 0.07% of portfolio
30,000
Q2 2024 Reduced 25.0%
$572B
$903,000 0.07% of portfolio
2,545
Q2 2025 Reduced 7.89%
$1.12T
$920,000 0.07% of portfolio
5,188
Q2 2025 Reduced 10.04%
$305B
$892,000 0.07% of portfolio
12,610
Q2 2025 Reduced 20.83%
$850B
$724,000 0.06% of portfolio
2,500
Q2 2025 Reduced 4.4%
$221B
$819,000 0.06% of portfolio
2,111
Q2 2025 Reduced 7.09%
$369B
$733,000 0.06% of portfolio
4,607
Q2 2025 Reduced 4.38%
$671B
$689,000 0.05% of portfolio
3,153
Q2 2025 Added 0.25%
$92.6B
$624,000 0.05% of portfolio
2,728
Q2 2025 Reduced 7.05%
$223B
$627,000 0.05% of portfolio
4,299
Q2 2025 Reduced 15.85%
$465B
$632,000 0.05% of portfolio
5,866
Q2 2025 Reduced 21.49%
$338B
$654,000 0.05% of portfolio
3,524
Q2 2025 Added 2.03%
$211B
$472,000 0.04% of portfolio
3,474
Q2 2025 Reduced 10.09%
$377B
$496,000 0.04% of portfolio
10,496
Q2 2025 Reduced 10.21%
$61.4B
$493,000 0.04% of portfolio
1,846
Q2 2025 Added 0.33%
$200B
$573,000 0.04% of portfolio
4,343
Q2 2025 Reduced 6.7%
$1.07T
$564,000 0.04% of portfolio
3,205
Q2 2025 Reduced 18.34%
$0
$346,000 0.03% of portfolio
16,698
Q2 2025 Added 2.71%
$36.1B
$330,000 0.03% of portfolio
6,725
Q2 2025 Added 0.42%
$151B
$341,000 0.03% of portfolio
671
Q2 2025 Reduced 13.31%
$101B
$420,000 0.03% of portfolio
826
Q2 2025 Added 7.13%
$125B
$330,000 0.03% of portfolio
1,071
Q2 2025 Reduced 16.07%
$269B
$428,000 0.03% of portfolio
1,372
Q2 2025 Added 0.66%
$148B
$334,000 0.03% of portfolio
4,825
Q2 2025 Added 2.75%
$66B
$343,000 0.03% of portfolio
1,073
Q2 2025 Added 0.19%
$284B
$434,000 0.03% of portfolio
1,687
Q2 2025 Added 0.6%
$1.62T
$399,000 0.03% of portfolio
541
Q2 2025 Reduced 39.76%
$105B
$326,000 0.03% of portfolio
1,492
Q2 2025 Reduced 14.94%
$530B
$314,000 0.02% of portfolio
560
Q2 2025 Added 1.63%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $1.28 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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