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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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