Cahaba Wealth Management, Inc. Portfolio Holdings

Cahaba Wealth Management, Inc.

  • $1.25 Billion
  • Q4 2025

Cahaba Wealth Management, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $422M, Ishares Tr with a value of $148M, Ishares Core S&P Mid Cap ETF with a value of $126M, Spdr Portfolio S&P 500 ETF (Ma with a value of $56.9M, and Ishares Core S&P Sm Cap ETF with a value of $53.9M.

Examining the 13F form we can see an increase of $37.6M in the current position value, from $1.21B to 1.25B.

Below you can find more details about Cahaba Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.25 Billion
ETFs: $1.14 Billion
Utilities: $34.3 Million
Technology: $21.8 Million
Financial Services: $17.2 Million
Healthcare: $6.43 Million
Consumer Cyclical: $5.79 Million
Industrials: $5.51 Million
Consumer Defensive: $4.65 Million
Other: $5.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.6B
$30.8 Million 2.47% of portfolio
339,697
Q4 2025 Reduced 1.07%
$4.3T
$7.01 Million 0.56% of portfolio
26,226
Q4 2025 Added 9.92%
$34.1B
$6.08 Million 0.49% of portfolio
38,290
Q4 2025 Reduced 9.38%
$3.78T
$5.63 Million 0.45% of portfolio
11,102
Q4 2025 Reduced 2.32%
$465B
$4.05 Million 0.33% of portfolio
21,724
Q4 2025 Added 9.9%
$662B
$3.65 Million 0.29% of portfolio
7,163
Q4 2025 Reduced 1.76%
$23.9B
$2.81 Million 0.23% of portfolio
21,385
Q4 2025 Added 0.63%
$2.39T
$2.76 Million 0.22% of portfolio
11,744
Q4 2025 Reduced 0.08%
$139B
$2.12 Million 0.17% of portfolio
6,179
Q4 2025 Reduced 0.32%
$136B
$1.7 Million 0.14% of portfolio
3,588
Q4 2025 Reduced 5.28%
$1.74T
$1.42 Million 0.11% of portfolio
4,980
Q4 2025 Reduced 0.18%
$971B
$1.37 Million 0.11% of portfolio
1,339
Q4 2025 Reduced 1.98%
$5.06B
$1.21 Million 0.1% of portfolio
16,624
Q4 2025 Added 0.1%
$181B
$1.3 Million 0.1% of portfolio
50,978
Q4 2025 Added 15.25%
$522B
$1.1 Million 0.09% of portfolio
5,499
Q4 2025 Reduced 0.15%
$72.3B
$1.14 Million 0.09% of portfolio
9,936
Q4 2025 Added 0.01%
$279B
$1.11 Million 0.09% of portfolio
10,802
Q4 2025 Reduced 1.96%
$291B
$1.11 Million 0.09% of portfolio
2,012
Q4 2025 Reduced 0.79%
$404B
$1.07 Million 0.09% of portfolio
1,173
Q4 2025 Reduced 1.51%
$91.4B
$928,000 0.07% of portfolio
5,616
Q4 2025 Added 0.41%
$414B
$843,000 0.07% of portfolio
3,604
Q4 2025 Added 2.56%
$1.65T
$890,000 0.07% of portfolio
3,220
Q4 2025 Reduced 1.23%
$224B
$878,000 0.07% of portfolio
2,882
Q4 2025 Reduced 0.45%
$61.4B
$905,000 0.07% of portfolio
4,412
Q4 2025 Reduced 0.29%
$306B
$778,000 0.06% of portfolio
11,015
Q4 2025 Reduced 3.91%
$533B
$777,000 0.06% of portfolio
2,387
Q4 2025 Reduced 0.38%
$881B
$758,000 0.06% of portfolio
2,525
Q4 2025 Reduced 0.79%
$490B
$773,000 0.06% of portfolio
6,574
Q4 2025 Added 0.69%
$346B
$655,000 0.05% of portfolio
4,495
Q4 2025 Reduced 1.21%
$593B
$683,000 0.05% of portfolio
3,109
Q4 2025 Reduced 0.86%
$258B
$645,000 0.05% of portfolio
3,673
Q4 2025 Reduced 7.04%
$204B
$618,000 0.05% of portfolio
4,186
Q4 2025 Reduced 4.23%
$658M
$646,000 0.05% of portfolio
25,000
Q4 2025 Reduced 16.67%
$115B
$634,000 0.05% of portfolio
1,180
Q4 2025 Added 52.26%
$413B
$544,000 0.04% of portfolio
10,584
Q4 2025 Added 0.54%
$328B
$506,000 0.04% of portfolio
1,688
Q4 2025 Added 0.06%
$67.3B
$534,000 0.04% of portfolio
1,859
Q4 2025 Added 0.27%
$85.9B
$549,000 0.04% of portfolio
2,627
Q4 2025 Added 0.04%
$228B
$415,000 0.03% of portfolio
3,199
Q4 2025 Added 0.09%
$168B
$412,000 0.03% of portfolio
4,806
Q4 2025 Added 0.69%
$37.5B
$395,000 0.03% of portfolio
6,769
Q4 2025 Added 0.34%
$144B
$372,000 0.03% of portfolio
783
Q4 2025 Reduced 1.01%
$1.37T
$325,000 0.03% of portfolio
534
Q4 2025 Reduced 1.29%
$1.29T
$326,000 0.03% of portfolio
799
Q4 2025 Added 2.7%
$300B
$434,000 0.03% of portfolio
1,357
Q4 2025 Added 0.89%
$12.2B
$271,000 0.02% of portfolio
1,492
Q3 2024 Added 100.0%
$37.9B
$222,000 0.02% of portfolio
2,972
Q4 2025 Added 0.03%
$172B
$220,000 0.02% of portfolio
5,384
Q4 2025 Reduced 0.02%
$55.9B
$218,000 0.02% of portfolio
9,509
Q4 2025 Reduced 4.93%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $1.25 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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