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CIK: 0001716399
Total reported value
$1.7B
$1.7B
153 檔
57.4%
As reported in its official Q1 2026 Form 13F filing, Cahaba Wealth Management, Inc.'s tracked investment portfolio stood at $1.7B with 153 total positions.
In Q1 2026, Cahaba Wealth Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 84 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 | 28.79% | +1.05% | +3.94% | |
| 2 | UBND | Victoryshares Core Plus Bond | ETF-Other | 12.09% | -0.87% | +4.02% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.40% | +0.01% | +0.88% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.26% | +0.34% | +3.19% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.03% | +0.31% | +3.63% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | +0.06% | +2.85% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.71% | -0.18% | +6.03% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.76% | -0.11% | +9.25% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.68% | -0.05% | +0.82% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 2.55% | -0.39% | +14.68% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.03% | -0.12% | +3.72% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.89% | +0.01% | +4.05% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.87% | -0.14% | -0.93% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.44% | -0.11% | +0.57% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.38% | -0.02% | +8.28% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | +0.05% | +1.88% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | -0.01% | -4.60% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.47% | — | +2.95% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | +0.35% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.02% | -2.19% | |
| 21 | RJF | Raymond James Financial Inc | Stock-Financials | 0.38% | -0.03% | +0.72% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.37% | — | -2.85% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.03% | -0.23% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.24% | +0.18% | +268.65% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | -5.77% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | +0.52% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | -1.40% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 0.20% | -0.03% | +1.67% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.01% | -0.91% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.19% | — | -2.38% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | +0.01% | +58.96% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.01% | +1.70% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | -0.06% | +34.09% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.14% | -0.01% | +0.53% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.01% | -3.32% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | -0.01% | +26.05% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.12% | -0.01% | +0.65% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | +1.31% | |
| 39 | J | Jacobs Solutions Inc | Stock-Industrials | 0.12% | -0.02% | — | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.12% | -0.04% | +0.08% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | +20.19% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.11% | — | -0.86% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | +17.64% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | -0.01% | -7.08% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.10% | +0.03% | -1.59% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | -2.33% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | — | -4.22% | |
| 48 | ABCB | Ameris Bancorp | Stock-Financials | 0.09% | — | +0.17% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.08% | +0.01% | +1.35% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.02% | +0.82% |
According to official SEC Form 13F filings, Cahaba Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 153 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, UBND, IXUS) accounted for 57.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
WMG
市值: $502.7K
Top Position Liquidated / Trimmed
WBD
前期市值: $274.0K
During Q1 2026, Cahaba Wealth Management, Inc.'s top holdings by market value included IVV (28.8%)、UBND (12.1%)、IXUS (10.4%). The largest single position, IVV, represented 28.8% of total portfolio value.
In Q1 2026, Cahaba Wealth Management, Inc. made 152 total portfolio adjustments, initiating 10 new buys, adding to 84 positions, trimming 45 holdings, and fully liquidating 13 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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