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CIK: 0001716399
Total reported value
$1.7B
$1.7B
147 檔
47.2%
According to the latest 13F quarterly dataset, Cahaba Wealth Management, Inc. managed an equity portfolio of $1.7B at the end of Q1 2025, spanning 147 distinct U.S. exchange-listed positions.
In Q1 2025, Cahaba Wealth Management, Inc. displayed an active expansion posture, initiating 147 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.15% | +1.05% | +0.93% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.72% | -0.06% | +2.66% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.89% | +0.01% | +1.35% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.16% | +0.34% | +2.61% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.90% | +0.31% | +4.01% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.86% | -0.18% | +4.36% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.21% | +0.06% | +1.54% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.81% | -0.11% | +0.80% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.53% | -0.05% | -0.38% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 2.43% | -0.39% | +14.86% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.21% | -0.12% | +3.30% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.90% | -0.14% | +2.53% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.41% | -0.02% | +4.77% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.37% | +0.01% | +2.12% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.28% | -0.11% | +3.20% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.76% | -0.01% | -1.18% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.05% | +3.37% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.58% | -0.01% | -0.93% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.50% | — | +0.74% | |
| 20 | RJF | Raymond James Financial Inc | Stock-Financials | 0.49% | -0.03% | — | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | -1.63% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | — | -3.28% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.02% | -1.89% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.03% | +1.48% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | +1.93% | |
| 26 | AWK | American Water Works Co Inc | Stock-Utilities | 0.26% | -0.03% | +0.69% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | +3.84% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.01% | -4.83% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | -0.02% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | -3.51% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | +1.10% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | +0.63% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.14% | -0.02% | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.13% | -0.01% | +0.61% | |
| 35 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.13% | -0.04% | -2.23% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | +2.10% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | — | +0.53% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | -2.26% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.11% | -0.02% | +18.03% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.01% | +7.45% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -0.01% | +6.62% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | -2.02% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | -3.15% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.10% | +0.18% | -54.10% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.10% | +0.01% | -0.87% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | +1.95% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | +0.48% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | +1.44% | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.09% | — | +0.01% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | +2.62% |
According to official SEC Form 13F filings, Cahaba Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 147 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IXUS) accounted for 47.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $352.2M
During Q1 2025, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (29.1%)、AGG (12.7%)、IXUS (9.9%). The largest single position, IVV, represented 29.1% of total portfolio value.
In Q1 2025, Cahaba Wealth Management, Inc. made 147 total portfolio adjustments, initiating 147 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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