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CIK: 0001716399
Total reported value
$1.7B
$1.7B
157 檔
54.1%
As reported in its official Q3 2025 Form 13F filing, Cahaba Wealth Management, Inc.'s tracked investment portfolio stood at $1.7B with 157 total positions.
Cahaba Wealth Management, Inc. executed strategic sector rebalancing during Q3 2025, establishing 19 new positions while fully exiting 9 holdings and trimming 63 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.67% | +1.05% | +1.40% | |
| 2 | UBND | Victoryshares Core Plus Bond | ETF-Other | 12.20% | -0.87% | +31968.24% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.18% | +0.01% | +0.79% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.85% | +0.34% | +3.55% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +0.06% | +0.49% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.78% | +0.31% | +3.79% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.53% | -0.18% | +4.87% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.68% | -0.05% | +0.20% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.62% | -0.11% | +7.66% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 2.36% | -0.39% | -2.13% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.00% | -0.12% | +3.71% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.90% | -0.14% | +4.47% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.81% | +0.01% | +0.89% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.31% | -0.11% | -0.36% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.29% | -0.02% | +4.70% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.06% | +0.05% | +0.75% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | -0.01% | -0.57% | |
| 18 | RJF | Raymond James Financial Inc | Stock-Financials | 0.53% | -0.03% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | — | -4.92% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.44% | — | -3.09% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.03% | -1.66% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | — | +0.18% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | -0.02% | +3.78% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.01% | -2.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | +5.24% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | -0.69% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | -1.91% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 0.21% | -0.03% | +0.38% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | +3.63% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | -3.58% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.01% | -2.27% | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 0.15% | -0.02% | — | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.14% | -0.01% | -0.12% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.13% | -0.01% | +1.52% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | -0.01% | +13.10% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.12% | -0.06% | -98.92% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | +0.01% | +16.06% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | -0.57% | |
| 39 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.12% | -0.04% | -13.89% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | +1.71% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | -3.32% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.09% | +0.01% | +0.24% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.09% | -0.02% | -0.79% | |
| 45 | ABCB | Ameris Bancorp | Stock-Financials | 0.09% | — | +0.11% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | -3.84% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | -0.01% | +4.35% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | -3.20% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.08% | +0.01% | +1.21% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.08% | — | +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 157 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, UBND, IXUS) accounted for 54.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
UBND
市值: $168.5M
Top Position Liquidated / Trimmed
BND
前期市值: $1.4M
During Q3 2025, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (29.7%)、UBND (12.2%)、IXUS (10.2%). The largest single position, IVV, represented 29.7% of total portfolio value.
In Q3 2025, Cahaba Wealth Management, Inc. made 154 total portfolio adjustments, initiating 19 new buys, adding to 63 positions, trimming 63 holdings, and fully liquidating 9 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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