CAHABA WEALTH MANAGEMENT, INC.

Est. AUM

$1.47B

13F long equity, this entity only

Positions

154

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$424.1M	649315	28.79%	SOLE
2	VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$178.1M	8179176	12.09%	SOLE
3	ISHARES TR	CORE MSCI TOTAL	$153.2M	1768120	10.40%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$136.5M	2020659	9.26%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$59.4M	477743	4.03%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$56.7M	740721	3.85%	SOLE
7	ISHARES TR	CORE 1 5 YR USD	$54.7M	1128804	3.71%	SOLE
8	ISHARES TR	NATIONAL MUN ETF	$40.7M	383426	2.76%	SOLE
9	VANGUARD STAR FDS	VG TL INTL STK F	$39.5M	512768	2.68%	SOLE
10	SOUTHERN CO	COM	$37.6M	389578	2.55%	SOLE
11	ISHARES TR	CORE INTL AGGR	$29.9M	597871	2.03%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$27.8M	470043	1.89%	SOLE
13	ISHARES TR	SHRT NAT MUN ETF	$27.6M	259110	1.87%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$21.2M	425853	1.44%	SOLE
15	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$20.4M	403114	1.39%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$16.0M	332052	1.09%	SOLE
17	ISHARES TR	MSCI ACWI ETF	$7.8M	56181	0.53%	SOLE
18	APPLE INC	COM	$6.9M	27000	0.47%	SOLE
19	ISHARES TR	S&P 500 GRWT ETF	$6.3M	55828	0.43%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$5.6M	61957	0.38%	SOLE
21	RAYMOND JAMES FINL INC	COM	$5.6M	38564	0.38%	SOLE
22	ISHARES TR	RUS MID CAP ETF	$5.5M	56297	0.37%	SOLE
23	MICROSOFT CORP	COM	$4.1M	11077	0.28%	SOLE
24	ISHARES TR	ULTRA SHORT DUR	$3.6M	70968	0.24%	SOLE
25	NVIDIA CORPORATION	COM	$3.6M	20471	0.24%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	7200	0.23%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$3.0M	7044	0.20%	SOLE
28	AMERICAN WTR WKS CO INC NEW	COM	$3.0M	21743	0.20%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.9M	4452	0.20%	SOLE
30	ISHARES TR	RUS 1000 VAL ETF	$2.8M	13088	0.19%	SOLE
31	ISHARES TR	CORE S&P TTL STK	$2.5M	17719	0.17%	SOLE
32	AMAZON COM INC	COM	$2.5M	11944	0.17%	SOLE
33	ISHARES TR	CORE US AGGBD ET	$2.3M	23028	0.16%	SOLE
34	ISHARES TR	1 3 YR TREAS BD	$2.1M	25095	0.14%	SOLE
35	BROADCOM INC	COM	$1.8M	5974	0.13%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$1.8M	3198	0.13%	SOLE
37	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.8M	22777	0.12%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	5356	0.12%	SOLE
39	JACOBS SOLUTIONS INC	COM	$1.7M	13418	0.12%	SOLE
40	HCA HEALTHCARE INC	COM	$1.7M	3591	0.12%	SOLE
41	WALMART INC	COM	$1.6M	12983	0.11%	SOLE
42	VANGUARD INDEX FDS	LARGE CAP ETF	$1.6M	5327	0.11%	SOLE
43	JOHNSON & JOHNSON	COM	$1.6M	6469	0.11%	SOLE
44	ISHARES TR	S&P 500 VAL ETF	$1.4M	6667	0.10%	SOLE
45	CATERPILLAR INC	COM	$1.4M	1980	0.10%	SOLE
46	ALPHABET INC	CAP STK CL C	$1.4M	4864	0.09%	SOLE
47	ISHARES TR	MSCI EAFE ETF	$1.4M	14310	0.09%	SOLE
48	AMERIS BANCORP	COM	$1.3M	16653	0.09%	SOLE
49	ISHARES TR	RUSSELL 3000 ETF	$1.2M	3368	0.08%	SOLE
50	ELI LILLY & CO	COM	$1.2M	1350	0.08%	SOLE

1–50 of 154

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.