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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$1.07 Million 0.09% of portfolio
1,173
Q4 2025 Reduced 1.51%
$0
$1.12 Million 0.09% of portfolio
5,755
Q3 2025 Added 1.21%
$0
$952,000 0.08% of portfolio
3,451
Q1 2025 Reduced 1.17%
$0
$1.01 Million 0.08% of portfolio
7,388
Q4 2025 Added 1.58%
$0
$974,000 0.08% of portfolio
19,251
Q4 2025 Added 2.75%
$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%
$0
$885,000 0.07% of portfolio
5,268
Q4 2025 Reduced 2.79%
$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%
$130B
$843,000 0.07% of portfolio
2,244
Q4 2025 Added 31.61%
$306B
$778,000 0.06% of portfolio
11,015
Q4 2025 Reduced 3.91%
$0
$713,000 0.06% of portfolio
5,062
Q4 2025 Added 0.54%
$533B
$777,000 0.06% of portfolio
2,387
Q4 2025 Reduced 0.38%
$0
$733,000 0.06% of portfolio
2,350
Q4 2025 Added 0.21%
$0
$687,000 0.06% of portfolio
29,767
Q4 2025 Reduced 11.73%
$0
$687,000 0.06% of portfolio
26,631
Q4 2025 Added 0.27%
$0
$779,000 0.06% of portfolio
1,262
Q4 2025 Reduced 2.25%
$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%
$0
$626,000 0.05% of portfolio
6,631
Q4 2025 Added 0.02%
$0
$653,000 0.05% of portfolio
10,098
Q4 2025 Added 0.01%
$658M
$646,000 0.05% of portfolio
25,000
Q4 2025 Reduced 16.67%
$0
$633,000 0.05% of portfolio
1,721
Q4 2025 Reduced 7.22%
$115B
$634,000 0.05% of portfolio
1,180
Q4 2025 Added 52.26%
$0
$606,000 0.05% of portfolio
13,027
Q4 2025 Added 6.51%
$413B
$544,000 0.04% of portfolio
10,584
Q4 2025 Added 0.54%
$0
$555,000 0.04% of portfolio
10,736
Q4 2025 Added 1.57%
$0
$479,000 0.04% of portfolio
5,040
Q4 2025 Reduced 16.13%
$0
$520,000 0.04% of portfolio
10,532
Q4 2025 Added 1.28%
$328B
$506,000 0.04% of portfolio
1,688
Q4 2025 Added 0.06%
$0
$536,000 0.04% of portfolio
20,801
Q4 2025 Reduced 7.2%
$67.3B
$534,000 0.04% of portfolio
1,859
Q4 2025 Added 0.27%
$0
$526,000 0.04% of portfolio
3,014
Q4 2025 Added 0.57%
$0
$560,000 0.04% of portfolio
3,987
Q4 2025 Added 0.71%
$0
$530,000 0.04% of portfolio
3,850
Q4 2025 Reduced 4.7%
$0
$463,000 0.04% of portfolio
1,950
Q4 2025 Added 0.26%
$85.9B
$549,000 0.04% of portfolio
2,627
Q4 2025 Added 0.04%
$0
$545,000 0.04% of portfolio
8,198
Q4 2025 Added 1.59%
$228B
$415,000 0.03% of portfolio
3,199
Q4 2025 Added 0.09%
$0
$371,000 0.03% of portfolio
2,037
Q4 2025 Added 0.59%
$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%

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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