Cahaba Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Cahaba Wealth Management, Inc. disclosed 169 stock positions valued at approximately $1.66B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, VICTORY PORTFOLIOS II, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 169
- Portfolio Value
- $1.66B
Holdings by Sector
Cahaba Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 30.65% | 665,130 | +4,508 | +0.68% | $509,389,613 |
| VICTORY PORTFOLIOS II | UBND | Other | 11.01% | 8,858,585 | +296,990 | +3.47% | $182,974,068 |
| ISHARES TR | IXUS | Other | 10.35% | 1,810,439 | +2,835 | +0.16% | $171,973,554 |
| ISHARES TR | IJH | Other | 9.04% | 2,089,512 | +24,784 | +1.20% | $150,340,371 |
| SPDR SERIES TRUST | SPLG | Other | 3.98% | 737,791 | -158 | -0.02% | $66,224,090 |
| ISHARES TR | IJR | Other | 3.96% | 484,041 | -1,071 | -0.22% | $65,848,939 |
| ISHARES TR | ISTB | Other | 3.68% | 1,294,988 | +81,249 | +6.69% | $61,188,184 |
| VANGUARD STAR FDS | VXUS | Other | 2.61% | 511,091 | +612 | +0.12% | $43,422,253 |
| ISHARES TR | MUB | Other | 2.59% | 425,586 | +17,485 | +4.28% | $43,026,749 |
| ISHARES TR | IAGG | Other | 1.93% | 652,368 | +25,645 | +4.09% | $32,096,502 |
| SOUTHERN CO | SO | Utilities | 1.82% | 365,630 | -8,227 | -2.20% | $30,307,069 |
| SPDR SERIES TRUST | SPMD | Other | 1.78% | 470,389 | +3,206 | +0.69% | $29,653,296 |
| ISHARES TR | SUB | Other | 1.77% | 282,183 | +12,119 | +4.49% | $29,499,421 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.51% | 497,729 | +50,851 | +11.38% | $25,070,585 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.33% | 465,121 | +29,224 | +6.70% | $22,028,115 |
| SPDR SERIES TRUST | SPSM | Other | 1.04% | 325,670 | -2,448 | -0.75% | $17,214,921 |
| ISHARES TR | ICSH | Other | 0.60% | 197,092 | +60,138 | +43.91% | $9,933,419 |
| APPLE INC | AAPL | Technology | 0.58% | 28,722 | +1,580 | +5.82% | $9,564,987 |
| ISHARES TR | ACWI | Other | 0.52% | 54,628 | -700 | -1.27% | $8,673,031 |
| ISHARES TR | IVW | Other | 0.44% | 51,231 | -599 | -1.16% | $7,288,062 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.37% | 38,592 | +30 | +0.08% | $6,098,321 |
| MICROSOFT CORP | MSFT | Technology | 0.36% | 11,549 | +354 | +3.16% | $5,923,558 |
| ISHARES TR | IEFA | Other | 0.36% | 61,054 | -1,383 | -2.22% | $5,914,914 |
| ISHARES TR | IWR | Other | 0.34% | 52,469 | -3,655 | -6.51% | $5,598,933 |
| NVIDIA CORPORATION | NVDA | Technology | 0.30% | 22,120 | +1,407 | +6.79% | $5,051,837 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 5,513 | +917 | +19.95% | $4,204,253 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 7,334 | +71 | +0.98% | $3,651,880 |
| ISHARES TR | IWF | Other | 0.21% | 27,581 | -619 | -2.20% | $3,454,813 |
| ISHARES TR | IWD | Other | 0.20% | 13,154 | +313 | +2.44% | $3,261,285 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.19% | 12,546 | +359 | +2.95% | $3,125,905 |
Showing 30 of 169 holdings in the latest reporting period.