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CIK: 0001716399
Total reported value
$1.7B
$1.7B
155 檔
49.6%
The Q2 2025 SEC filing reveals that Cahaba Wealth Management, Inc. held a total portfolio value of $1.7B, covering 155 public equity positions.
Cahaba Wealth Management, Inc. executed strategic sector rebalancing during Q2 2025, establishing 15 new positions while fully exiting 7 holdings and trimming 73 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IXUS) accounted for 49.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCHB
市值: $1.6M
Top Position Liquidated / Trimmed
JHSC
前期市值: $386.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.13% | +1.05% | -3.69% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.90% | -0.06% | -0.68% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.15% | +0.01% | -1.31% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.71% | +0.34% | -4.73% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.06% | +20.37% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.60% | +0.31% | -5.94% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.60% | -0.18% | -1.50% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.70% | -0.05% | +2.17% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.56% | -0.11% | -2.23% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 2.50% | -0.39% | +9.70% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.06% | -0.12% | -2.47% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.95% | -0.14% | +8.30% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.83% | +0.01% | +34.25% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.38% | -0.11% | +16.22% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.32% | -0.02% | -0.61% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.04% | +0.05% | +56.52% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.70% | -0.01% | -2.07% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | -0.01% | -1.63% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | -2.39% | |
| 20 | RJF | Raymond James Financial Inc | Stock-Financials | 0.50% | -0.03% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.03% | -6.12% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | — | +0.19% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.02% | -2.79% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.39% | — | -9.72% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.01% | +0.14% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.01% | -23.19% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | +0.10% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 0.23% | -0.03% | +0.66% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | +0.95% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | -4.17% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | -0.06% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | +0.95% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.14% | -0.02% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.01% | -7.83% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.13% | -0.01% | +7.06% | |
| 36 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.13% | -0.04% | -3.53% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | — | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | -7.61% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | -0.07% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -0.01% | +0.11% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.10% | +0.01% | +2.37% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.10% | — | -6.51% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | -1.32% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.10% | -0.02% | -3.65% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.01% | -9.18% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | -4.96% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.09% | +0.01% | +0.24% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | -7.75% | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.08% | +0.18% | -8.47% | |
| 50 | ABCB | Ameris Bancorp | Stock-Financials | 0.08% | — | +0.15% |
According to official SEC Form 13F filings, Cahaba Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 155 disclosed positions in Q2 2025.
During Q2 2025, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (29.1%)、AGG (11.9%)、IXUS (10.2%). The largest single position, IVV, represented 29.1% of total portfolio value.
In Q2 2025, Cahaba Wealth Management, Inc. made 150 total portfolio adjustments, initiating 15 new buys, adding to 55 positions, trimming 73 holdings, and fully liquidating 7 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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