Cahaba Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Cahaba Wealth Management, Inc. disclosed 158 stock positions valued at approximately $1.66B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VICTORY PORTFOLIOS II, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 158
- Portfolio Value
- $1.66B
Holdings by Sector
Cahaba Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 29.84% | 660,622 | +11,307 | +1.74% | $494,733,187 |
| VICTORY PORTFOLIOS II | UBND | Other | 11.22% | 8,561,595 | +382,419 | +4.68% | $186,000,651 |
| ISHARES TR | IXUS | Other | 10.41% | 1,807,604 | +39,484 | +2.23% | $172,517,726 |
| ISHARES TR | IJH | Other | 9.60% | 2,064,728 | +44,069 | +2.18% | $159,211,143 |
| ISHARES TR | IJR | Other | 4.34% | 485,112 | +7,369 | +1.54% | $71,946,907 |
| SPDR SERIES TRUST | SPLG | Other | 3.91% | 737,949 | -2,772 | -0.37% | $64,850,947 |
| ISHARES TR | ISTB | Other | 3.53% | 1,213,739 | +84,935 | +7.52% | $58,562,912 |
| ISHARES TR | MUB | Other | 2.65% | 408,101 | +24,675 | +6.44% | $43,919,829 |
| VANGUARD STAR FDS | VXUS | Other | 2.63% | 510,479 | -2,289 | -0.45% | $43,640,863 |
| SOUTHERN CO | SO | Utilities | 2.16% | 373,857 | -15,721 | -4.04% | $35,781,876 |
| ISHARES TR | IAGG | Other | 1.91% | 626,723 | +28,852 | +4.83% | $31,712,186 |
| SPDR SERIES TRUST | SPMD | Other | 1.90% | 467,183 | -2,860 | -0.61% | $31,562,886 |
| ISHARES TR | SUB | Other | 1.73% | 270,064 | +10,954 | +4.23% | $28,753,706 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.36% | 446,878 | +43,764 | +10.86% | $22,598,642 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.33% | 435,897 | +10,044 | +2.36% | $22,047,661 |
| SPDR SERIES TRUST | SPSM | Other | 1.14% | 328,118 | -3,934 | -1.18% | $18,922,538 |
| ISHARES TR | ACWI | Other | 0.52% | 55,328 | -853 | -1.52% | $8,684,853 |
| APPLE INC | AAPL | Technology | 0.47% | 27,142 | +142 | +0.53% | $7,853,693 |
| ISHARES TR | IVW | Other | 0.43% | 51,830 | -3,998 | -7.16% | $7,128,119 |
| ISHARES TR | ICSH | Other | 0.42% | 136,954 | +65,986 | +92.98% | $6,927,157 |
| ISHARES TR | IWR | Other | 0.37% | 56,124 | -173 | -0.31% | $6,191,616 |
| ISHARES TR | IEFA | Other | 0.36% | 62,437 | +480 | +0.77% | $6,030,189 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.35% | 38,562 | -2 | -0.01% | $5,862,575 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 11,195 | +118 | +1.07% | $4,175,914 |
| NVIDIA CORPORATION | NVDA | Technology | 0.25% | 20,713 | +242 | +1.18% | $4,144,526 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 7,263 | +63 | +0.88% | $3,634,247 |
| ISHARES TR | IWF | Other | 0.21% | 28,200 | +21,156 | +300.34% | $3,501,554 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.21% | 4,596 | +144 | +3.23% | $3,432,436 |
| ISHARES TR | IWD | Other | 0.19% | 12,841 | -247 | -1.89% | $3,113,091 |
| ISHARES TR | ITOT | Other | 0.18% | 17,712 | -7 | -0.04% | $2,909,470 |
Showing 30 of 158 holdings in the latest reporting period.