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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$422 Million 33.87% of portfolio	624,708	Q4 2025 Added 2.05%
IXUS Ishares Tr ETFs	$0	$148 Million 11.86% of portfolio	1,752,628	Q4 2025 Added 2.92%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$126 Million 10.09% of portfolio	1,958,248	Q4 2025 Added 4.61%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$56.9 Million 4.57% of portfolio	720,187	Q4 2025 Added 0.81%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$53.9 Million 4.32% of portfolio	461,019	Q4 2025 Added 4.87%
ISTB Ihares Core 1 5 Years Usd Bond ETFs	$0	$51.9 Million 4.16% of portfolio	1,064,566	Q4 2025 Added 6.71%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$38.1 Million 3.06% of portfolio	508,607	Q4 2025 Added 0.92%
MUB Ishares National Muni Bond ETF ETFs	$0	$37.5 Million 3.01% of portfolio	350,964	Q4 2025 Added 3.42%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$29.8 Million 2.39% of portfolio	576,454	Q4 2025 Added 6.9%

SUB Ishares Short Term National Mu ETFs	$0	$27.9 Million 2.24% of portfolio	261,553	Q4 2025 Added 6.2%
SPMD Spdr Portfolio ETFs	$0	$25.4 Million 2.04% of portfolio	451,746	Q4 2025 Added 3.26%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$21.3 Million 1.71% of portfolio	423,437	Q4 2025 Added 17.15%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$18.8 Million 1.51% of portfolio	372,281	Q4 2025 Added 6.42%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$14.8 Million 1.19% of portfolio	325,936	Q4 2025 Added 2.81%
ACWI Ishares Msci Acwi ETF ETFs	$0	$8.25 Million 0.66% of portfolio	58,892	Q4 2025 Added 0.01%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.73 Million 0.54% of portfolio	55,632	Q4 2025 Reduced 2.0%
IEFA Ishares Tr ETFs	$0	$5.62 Million 0.45% of portfolio	63,344	Q4 2025 Added 0.58%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$5.48 Million 0.44% of portfolio	57,950	Q4 2025 Added 0.48%

IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3.36 Million 0.27% of portfolio	7,144	Q4 2025 Reduced 0.38%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.99 Million 0.24% of portfolio	4,493	Q4 2025 Reduced 1.62%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$2.75 Million 0.22% of portfolio	13,407	Q4 2025 Reduced 1.39%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.07 Million 0.17% of portfolio	24,962	Q4 2025 Added 3.8%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.78 Million 0.14% of portfolio	22,631	Q4 2025 Added 1.32%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.72 Million 0.14% of portfolio	17,173	Q4 2025 Added 2.75%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.74 Million 0.14% of portfolio	5,287	Q4 2025 Reduced 0.77%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.63 Million 0.13% of portfolio	11,147	Q4 2025 Reduced 2.77%
VV Vanguard Large Cap ETF ETFs	$0	$1.67 Million 0.13% of portfolio	5,373	Q4 2025 Added 0.04%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.53 Million 0.12% of portfolio	2,537	Q4 2025 Added 32.07%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.5 Million 0.12% of portfolio	7,175	Q4 2025 Reduced 4.19%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.42 Million 0.11% of portfolio	14,941	Q4 2025 Added 1.64%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.26 Million 0.1% of portfolio	3,323	Q4 2025 Added 0.06%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.12 Million 0.09% of portfolio	5,755	Q3 2025 Added 1.21%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$952,000 0.08% of portfolio	3,451	Q1 2025 Reduced 1.17%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$1.01 Million 0.08% of portfolio	7,388	Q4 2025 Added 1.58%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$974,000 0.08% of portfolio	19,251	Q4 2025 Added 2.75%
IWL Ishares Tr Russell 200 ETF ETFs	$0	$885,000 0.07% of portfolio	5,268	Q4 2025 Reduced 2.79%
GLD Spdr Gold Trust ETFs	$130B	$843,000 0.07% of portfolio	2,244	Q4 2025 Added 31.61%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$713,000 0.06% of portfolio	5,062	Q4 2025 Added 0.54%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$733,000 0.06% of portfolio	2,350	Q4 2025 Added 0.21%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$687,000 0.06% of portfolio	29,767	Q4 2025 Reduced 11.73%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$687,000 0.06% of portfolio	26,631	Q4 2025 Added 0.27%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$779,000 0.06% of portfolio	1,262	Q4 2025 Reduced 2.25%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$626,000 0.05% of portfolio	6,631	Q4 2025 Added 0.02%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$653,000 0.05% of portfolio	10,098	Q4 2025 Added 0.01%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$633,000 0.05% of portfolio	1,721	Q4 2025 Reduced 7.22%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$606,000 0.05% of portfolio	13,027	Q4 2025 Added 6.51%
USIG Ishares Tr Broad Usd Inbd Etfv ETFs	$0	$555,000 0.04% of portfolio	10,736	Q4 2025 Added 1.57%
MBB Ishares Tr ETFs	$0	$479,000 0.04% of portfolio	5,040	Q4 2025 Reduced 16.13%
BNDX Vanguard Total International B ETFs	$0	$520,000 0.04% of portfolio	10,532	Q4 2025 Added 1.28%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$536,000 0.04% of portfolio	20,801	Q4 2025 Reduced 7.2%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Account

Cahaba Wealth Management, Inc. Portfolio Holdings