Cahaba Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.47B
Q ending 2026-03-31
Prior quarter
$1.44B
Q ending 2025-12-31
Change
+2.5% QoQ · +21.9% YoY
Positions
154
reported holdings
Largest positions
Top 100 of 154 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $424.1M | 649K |
| Victory Portfolios Ii | UBND | Shares | $178.1M | 8.2M |
| Ishares Tr | IXUS | Shares | $153.2M | 1.8M |
| Ishares Tr | IJH | Shares | $136.5M | 2.0M |
| Ishares Tr | IJR | Shares | $59.4M | 478K |
| Spdr Series Trust | SPYM | Shares | $56.7M | 741K |
| Ishares Tr | ISTB | Shares | $54.7M | 1.1M |
| Ishares Tr | MUB | Shares | $40.7M | 383K |
| Vanguard Star Fds | VXUS | Shares | $39.5M | 513K |
| Southern Co | SO | Shares | $37.6M | 390K |
| Ishares Tr | IAGG | Shares | $29.9M | 598K |
| Spdr Series Trust | SPMD | Shares | $27.8M | 470K |
| Ishares Tr | SUB | Shares | $27.6M | 259K |
| Vanguard Mun Bd Fds | VTEB | Shares | $21.2M | 426K |
| J P Morgan Exchange Traded F | JPST | Shares | $20.4M | 403K |
| Spdr Series Trust | SPSM | Shares | $16.0M | 332K |
| Ishares Tr | ACWI | Shares | $7.8M | 56K |
| Apple Inc | AAPL | Shares | $6.9M | 27K |
| Ishares Tr | IVW | Shares | $6.3M | 56K |
| Ishares Tr | IEFA | Shares | $5.6M | 62K |
| Raymond James Finl Inc | RJF | Shares | $5.6M | 39K |
| Ishares Tr | IWR | Shares | $5.5M | 56K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Ishares Tr | ICSH | Shares | $3.6M | 71K |
| Nvidia Corporation | NVDA | Shares | $3.6M | 20K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.5M | 7K |
| Ishares Tr | IWF | Shares | $3.0M | 7K |
| American Wtr Wks Co Inc New | AWK | Shares | $3.0M | 22K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.9M | 4K |
| Ishares Tr | IWD | Shares | $2.8M | 13K |
| Ishares Tr | ITOT | Shares | $2.5M | 18K |
| Amazon Com Inc | AMZN | Shares | $2.5M | 12K |
| Ishares Tr | AGG | Shares | $2.3M | 23K |
| Ishares Tr | SHY | Shares | $2.1M | 25K |
| Broadcom Inc | AVGO | Shares | $1.8M | 6K |
| Invesco Qqq Tr | QQQ | Shares | $1.8M | 3K |
| Vanguard Bd Index Fds | BSV | Shares | $1.8M | 23K |
| Vanguard Index Fds | VTI | Shares | $1.7M | 5K |
| Jacobs Solutions Inc | J | Shares | $1.7M | 13K |
| Hca Healthcare Inc | HCA | Shares | $1.7M | 4K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| Vanguard Index Fds | VV | Shares | $1.6M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 6K |
| Ishares Tr | IVE | Shares | $1.4M | 7K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Ishares Tr | EFA | Shares | $1.4M | 14K |
| Ameris Bancorp | ABCB | Shares | $1.3M | 17K |
| Ishares Tr | IWV | Shares | $1.2M | 3K |
| Eli Lilly & Co | LLY | Shares | $1.2M | 1K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Home Depot Inc | HD | Shares | $1.2M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 7K |
| Aflac Inc | AFL | Shares | $1.1M | 10K |
| Ishares Tr | QUAL | Shares | $1.1M | 6K |
| Alphabet Inc | GOOGL | Shares | $979K | 3K |
| Ishares Tr | IWP | Shares | $930K | 7K |
| Ishares Tr | IWY | Shares | $926K | 4K |
| Spdr Gold Tr | GLD | Shares | $915K | 2K |
| Vanguard Index Fds | VOO | Shares | $898K | 2K |
| Coca Cola Co | KO | Shares | $893K | 12K |
| Vanguard Whitehall Fds | VYM | Shares | $877K | 6K |
| Mcdonalds Corp | MCD | Shares | $863K | 3K |
| Ishares Tr | IWL | Shares | $846K | 5K |
| 3M Co | MMM | Shares | $821K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $810K | 3K |
| Abbvie Inc | ABBV | Shares | $787K | 4K |
| Ishares Tr | IWO | Shares | $738K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $720K | 4K |
| Metrocity Bankshares Inc | MCBS | Shares | $717K | 25K |
| Visa Inc | V | Shares | $710K | 2K |
| Schwab Strategic Tr | SCHF | Shares | $688K | 28K |
| Ishares Tr | GOVT | Shares | $686K | 30K |
| Ishares Tr | AOR | Shares | $683K | 11K |
| Rtx Corporation | RTX | Shares | $682K | 4K |
| At&T Inc | T | Shares | $682K | 24K |
| Ge Aerospace | GE | Shares | $670K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $670K | 27K |
| Celestica Inc | CLS | Shares | $670K | 2K |
| Ishares Tr | IJK | Shares | $667K | 7K |
| Pepsico Inc | PEP | Shares | $646K | 4K |
| Ishares Tr | IWB | Shares | $614K | 2K |
| Ishares Tr | DVY | Shares | $607K | 4K |
| Ishares Tr | IUSB | Shares | $605K | 13K |
| Procter & Gamble Co | PG | Shares | $590K | 4K |
| Waste Mgmt Inc Del | WM | Shares | $569K | 2K |
| Ishares Tr | IWN | Shares | $564K | 3K |
| Travelers Companies Inc | TRV | Shares | $557K | 2K |
| Ishares Tr | USIG | Shares | $554K | 11K |
| Ishares Tr | IWS | Shares | $549K | 4K |
| Ishares Tr | ACWX | Shares | $546K | 8K |
| Spdr Series Trust | SPAB | Shares | $539K | 21K |
| Bank America Corp | BAC | Shares | $522K | 11K |
| Deere & Co | DE | Shares | $511K | 907 |
| Ishares Tr | IWM | Shares | $507K | 2K |
| Warner Music Group Corp | WMG | Shares | $503K | 20K |
| Ge Vernova Inc | GEV | Shares | $487K | 558 |
| Vanguard Charlotte Fds | BNDX | Shares | $484K | 10K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $482K | 1K |
| Ishares Tr | MBB | Shares | $482K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.