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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$32.2 Million 2.51% of portfolio
350,849
Q2 2025 Added 9.7%
$35.9B
$6.48 Million 0.51% of portfolio
42,254
Q4 2024 Reduced 8.65%
$25.8B
$2.95 Million 0.23% of portfolio
21,171
Q2 2025 Added 0.66%
$122B
$1.75 Million 0.14% of portfolio
6,343
Q2 2025 Reduced 7.83%
$105B
$1.69 Million 0.13% of portfolio
4,399
Q2 2025 Reduced 3.53%
$196B
$1.29 Million 0.1% of portfolio
44,584
Q2 2025 Reduced 3.65%
$64.7B
$1.05 Million 0.08% of portfolio
9,934
Q2 2025 Added 0.01%
$51.7B
$877,000 0.07% of portfolio
4,287
Q1 2025 Added 0.16%
$83.4B
$847,000 0.07% of portfolio
5,568
Q2 2025 Reduced 0.22%
$95.1B
$624,000 0.05% of portfolio
2,728
Q2 2025 Reduced 7.05%
$62.7B
$493,000 0.04% of portfolio
1,846
Q2 2025 Added 0.33%
$194B
$573,000 0.04% of portfolio
4,343
Q2 2025 Reduced 6.7%
$34.7B
$330,000 0.03% of portfolio
6,725
Q2 2025 Added 0.42%
$154B
$341,000 0.03% of portfolio
671
Q2 2025 Reduced 13.31%
$97B
$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%
$60.2B
$343,000 0.03% of portfolio
1,073
Q2 2025 Added 0.19%
$101B
$326,000 0.03% of portfolio
1,492
Q2 2025 Reduced 14.94%
$152B
$239,000 0.02% of portfolio
856
Q2 2025 Reduced 13.27%
$114B
$235,000 0.02% of portfolio
508
Q2 2025 Added 0.4%
$58.9B
$265,000 0.02% of portfolio
1,092
Q2 2025 Added 0.18%
$148B
$287,000 0.02% of portfolio
1,297
Q2 2025 Added 0.08%
$13.4B
$243,000 0.02% of portfolio
1,492
Q3 2024 Added 100.0%
$178B
$217,000 0.02% of portfolio
5,023
Q2 2025 Reduced 4.52%
$164B
$240,000 0.02% of portfolio
1,513
Q2 2025 Added 15.14%
$143B
$286,000 0.02% of portfolio
802
Q2 2025 Reduced 13.39%
$50.8B
$241,000 0.02% of portfolio
4,267
Q2 2025 Reduced 0.19%
$36.6B
$264,000 0.02% of portfolio
3,761
Q2 2025 New
$50.1B
$279,000 0.02% of portfolio
1,919
Q2 2025 Added 2.57%
$41.3B
$225,000 0.02% of portfolio
2,971
Q1 2024 Reduced 10.43%
$79.2B
$221,000 0.02% of portfolio
1,664
Q2 2025 Reduced 14.54%

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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