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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.86B
$1.07 Million 0.08% of portfolio
16,589
Q2 2025 Added 0.15%
$0
$1.02 Million 0.08% of portfolio
1,841
Q2 2025 Reduced 2.07%
$65.4B
$1.05 Million 0.08% of portfolio
9,934
Q2 2025 Added 0.01%
$608B
$1.05 Million 0.08% of portfolio
1,348
Q2 2025 Reduced 4.46%
$0
$919,000 0.07% of portfolio
6,629
Q2 2025 Added 0.05%
$52.5B
$877,000 0.07% of portfolio
4,287
Q1 2025 Added 0.16%
$87.3B
$847,000 0.07% of portfolio
5,568
Q2 2025 Reduced 0.22%
$0
$850,000 0.07% of portfolio
3,451
Q1 2025 Reduced 1.17%
$222B
$854,000 0.07% of portfolio
2,924
Q2 2025 Reduced 1.85%
$731M
$857,000 0.07% of portfolio
30,000
Q2 2024 Reduced 25.0%
$551B
$903,000 0.07% of portfolio
2,545
Q2 2025 Reduced 7.89%
$1.24T
$920,000 0.07% of portfolio
5,188
Q2 2025 Reduced 10.04%
$306B
$892,000 0.07% of portfolio
12,610
Q2 2025 Reduced 20.83%
$0
$829,000 0.06% of portfolio
5,418
Q2 2025 Added 0.02%
$859B
$724,000 0.06% of portfolio
2,500
Q2 2025 Reduced 4.4%
$218B
$819,000 0.06% of portfolio
2,111
Q2 2025 Reduced 7.09%
$0
$721,000 0.06% of portfolio
5,414
Q2 2025 Added 0.67%
$0
$768,000 0.06% of portfolio
33,427
Q2 2025 Added 0.89%
$0
$662,000 0.05% of portfolio
1,166
Q2 2025 Reduced 6.04%
$684B
$689,000 0.05% of portfolio
3,153
Q2 2025 Added 0.25%
$0
$603,000 0.05% of portfolio
6,630
Q2 2025 Reduced 3.49%
$95.6B
$624,000 0.05% of portfolio
2,728
Q2 2025 Reduced 7.05%
$0
$580,000 0.05% of portfolio
7,003
Q2 2025 New
$229B
$627,000 0.05% of portfolio
4,299
Q2 2025 Reduced 15.85%
$0
$621,000 0.05% of portfolio
10,096
Q2 2025 Reduced 11.97%
$442B
$632,000 0.05% of portfolio
5,866
Q2 2025 Reduced 21.49%
$0
$669,000 0.05% of portfolio
2,342
Q2 2025 Added 0.09%
$351B
$654,000 0.05% of portfolio
3,524
Q2 2025 Added 2.03%
$0
$629,000 0.05% of portfolio
1,854
Q2 2025 Added 0.11%
$0
$537,000 0.04% of portfolio
10,448
Q2 2025 Added 1.16%
$229B
$472,000 0.04% of portfolio
3,474
Q2 2025 Reduced 10.09%
$381B
$496,000 0.04% of portfolio
10,496
Q2 2025 Reduced 10.21%
$61.9B
$493,000 0.04% of portfolio
1,846
Q2 2025 Added 0.33%
$106B
$529,000 0.04% of portfolio
1,738
Q2 2025 Reduced 6.26%
$0
$537,000 0.04% of portfolio
24,326
Q2 2025 New
$0
$519,000 0.04% of portfolio
22,454
Q2 2025 Added 1.03%
$0
$560,000 0.04% of portfolio
12,128
Q2 2025 Added 0.84%
$0
$518,000 0.04% of portfolio
10,482
Q2 2025 Added 0.61%
$202B
$573,000 0.04% of portfolio
4,343
Q2 2025 Reduced 6.7%
$0
$558,000 0.04% of portfolio
5,945
Q2 2025 Added 1.05%
$0
$524,000 0.04% of portfolio
3,966
Q2 2025 Reduced 18.06%
$0
$491,000 0.04% of portfolio
8,070
Q2 2025 Added 1.42%
$0
$470,000 0.04% of portfolio
2,983
Q2 2025 Added 0.44%
$1.21T
$564,000 0.04% of portfolio
3,205
Q2 2025 Reduced 18.34%
$0
$522,000 0.04% of portfolio
3,937
Q2 2025 Reduced 13.17%
$0
$424,000 0.03% of portfolio
16,018
Q2 2025 New
$0
$346,000 0.03% of portfolio
16,698
Q2 2025 Added 2.71%
$37.5B
$330,000 0.03% of portfolio
6,725
Q2 2025 Added 0.42%
$153B
$341,000 0.03% of portfolio
671
Q2 2025 Reduced 13.31%

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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