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CIK: 0001716399
Total reported value
$1.7B
$1.7B
156 檔
56.5%
According to the latest 13F quarterly dataset, Cahaba Wealth Management, Inc. managed an equity portfolio of $1.7B at the end of Q4 2025, spanning 156 distinct U.S. exchange-listed positions.
Cahaba Wealth Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 5 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.79% | +1.05% | +2.05% | |
| 2 | UBND | Victoryshares Core Plus Bond | ETF-Other | 12.04% | -0.87% | +2.87% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.33% | +0.01% | +2.92% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.00% | +0.34% | +4.61% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.06% | +0.81% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.86% | +0.31% | +4.87% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.61% | -0.18% | +6.71% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.67% | -0.05% | +0.92% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.62% | -0.11% | +3.42% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 2.06% | -0.39% | -1.07% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.01% | -0.12% | +6.90% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.94% | -0.14% | +6.20% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.82% | +0.01% | +3.26% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.48% | -0.11% | +17.15% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.31% | -0.02% | +6.42% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.06% | +0.05% | +2.81% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.58% | -0.01% | +0.01% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.50% | — | +9.92% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | — | -2.00% | |
| 20 | RJF | Raymond James Financial Inc | Stock-Financials | 0.43% | -0.03% | -9.38% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.02% | +0.58% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | — | +0.48% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.03% | -2.32% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.01% | +9.90% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | -1.76% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | -0.38% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | -1.62% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | -1.39% | |
| 29 | AWK | American Water Works Co Inc | Stock-Utilities | 0.19% | -0.03% | +0.63% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | -0.08% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.01% | -0.32% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.14% | -0.01% | +3.80% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.12% | -0.01% | +1.32% | |
| 34 | J | Jacobs Solutions Inc | Stock-Industrials | 0.12% | -0.02% | -1.65% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | -0.77% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.12% | -0.06% | +2.75% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | — | +0.04% | |
| 38 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.12% | -0.04% | -5.28% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | +0.01% | -2.77% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | +0.01% | -0.18% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | -0.01% | +32.07% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | -4.19% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | -1.98% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | +1.64% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.09% | +0.01% | +0.06% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.09% | -0.02% | +15.25% | |
| 47 | ABCB | Ameris Bancorp | Stock-Financials | 0.09% | — | +0.10% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | -1.96% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.08% | +0.03% | -0.79% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 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 156 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, UBND, IXUS) accounted for 56.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLV
市值: $287.8K
Top Position Liquidated / Trimmed
LNG
前期市值: $257.2K
During Q4 2025, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (29.8%)、UBND (12.0%)、IXUS (10.3%). The largest single position, IVV, represented 29.8% of total portfolio value.
In Q4 2025, Cahaba Wealth Management, Inc. made 147 total portfolio adjustments, initiating 4 new buys, adding to 78 positions, trimming 60 holdings, and fully liquidating 5 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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