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CIK: 0001716399
Total reported value
$1.7B
$1.7B
145 檔
47.6%
As reported in its official Q4 2024 Form 13F filing, Cahaba Wealth Management, Inc.'s tracked investment portfolio stood at $1.7B with 145 total positions.
Cahaba Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 12 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 30.25% | +1.05% | +0.42% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.14% | -0.06% | +2.99% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.54% | +0.34% | +1.60% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.25% | +0.01% | +2.53% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.13% | +0.31% | +1.97% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.66% | -0.18% | +4.89% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.06% | -1.69% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.82% | -0.11% | +1.32% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.41% | -0.05% | +0.32% | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.13% | -0.12% | +6.76% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 1.90% | -0.39% | +2.58% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.85% | -0.14% | +1.18% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.43% | +0.01% | -1.57% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.34% | -0.02% | +6.06% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.25% | -0.11% | +0.24% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.75% | -0.01% | +4.91% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.05% | -1.32% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | -0.01% | +0.60% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.56% | — | +0.27% | |
| 20 | RJF | Raymond James Financial Inc | Stock-Financials | 0.54% | -0.03% | -8.65% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | — | -2.88% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | — | -0.83% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.03% | -1.21% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.02% | +0.51% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.01% | -7.61% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | -3.13% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | -2.14% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -4.83% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | -1.03% | |
| 30 | AWK | American Water Works Co Inc | Stock-Utilities | 0.22% | -0.03% | +0.56% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.21% | +0.18% | -0.26% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | -0.28% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | +1.32% | |
| 34 | J | Jacobs Solutions Inc | Stock-Industrials | 0.15% | -0.02% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.01% | -0.39% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.13% | -0.01% | +5.92% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | +4.87% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | -2.66% | |
| 39 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.12% | -0.04% | +0.09% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.11% | — | +0.07% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | — | -4.53% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -0.01% | -1.12% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.10% | +0.01% | -4.33% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.01% | -7.07% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | +1.19% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.09% | +0.01% | -0.98% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | -3.43% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.02% | +0.07% | |
| 49 | ABCB | Ameris Bancorp | Stock-Financials | 0.09% | — | +0.09% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.09% | +0.01% | — |
According to official SEC Form 13F filings, Cahaba Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 145 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IJH) accounted for 47.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CRWD
市值: $375.5K
Top Position Liquidated / Trimmed
VGT
前期市值: $300.9K
During Q4 2024, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (30.3%)、AGG (12.1%)、IJH (9.5%). The largest single position, IVV, represented 30.3% of total portfolio value.
In Q4 2024, Cahaba Wealth Management, Inc. made 136 total portfolio adjustments, initiating 6 new buys, adding to 67 positions, trimming 51 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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