CAHABA WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, CAHABA WEALTH MANAGEMENT, INC. held in its portfolio 151 assets valued at $1,436,451,592 (i.e. $1.44B).
The most valuable assets in the portfolio included: ISHARES TR ($427.89M), VICTORY PORTFOLIOS II ($172.98M), and ISHARES TR ($148.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 151 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CAHABA WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 624708 | 427887177 | CORE S&P500 ETF |
| VICTORY PORTFOLIOS II | 7862752 | 172980534 | CORE INTRMEDIATE |
| ISHARES TR | 1752628 | 148342436 | CORE MSCI TOTAL |
| ISHARES TR | 1958248 | 129244366 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 1529648 | 100547243 | STATE STREET SPD |
| ISHARES TR | 461019 | 55405221 | CORE S&P SCP ETF |
| ISHARES TR | 1064566 | 51897584 | CORE 1 5 YR USD |
| VANGUARD STAR FDS | 508607 | 38369315 | VG TL INTL STK F |
| ISHARES TR | 350964 | 37591781 | NATIONAL MUN ETF |
| SOUTHERN CO | 339697 | 29621613 | COM |
| ISHARES TR | 576454 | 28828482 | CORE INTL AGGR |
| ISHARES TR | 261553 | 27907694 | SHRT NAT MUN ETF |
| VANGUARD MUN BD FDS | 423437 | 21294672 | TAX EXEMPT BD |
| J P MORGAN EXCHANGE TRADED F | 372281 | 18833705 | ULTRA SHRT ETF |
| ISHARES TR | 58892 | 8332677 | MSCI ACWI ETF |
| APPLE INC | 26226 | 7129836 | COM |
| ISHARES TR | 55632 | 6857149 | S&P 500 GRWT ETF |
| RAYMOND JAMES FINL INC | 38290 | 6148923 | COM |
| ISHARES TR | 63344 | 5666776 | CORE MSCI EAFE |
| ISHARES TR | 57950 | 5578849 | RUS MID CAP ETF |
| MICROSOFT CORP | 11102 | 5369206 | COM |
| NVIDIA CORPORATION | 21724 | 4051596 | COM |
| BERKSHIRE HATHAWAY INC DEL | 7163 | 3600396 | CL B NEW |
| ISHARES TR | 7144 | 3381354 | RUS 1000 GRW ETF |
| SPDR S&P 500 ETF TR | 4493 | 3064044 | TR UNIT |
| ISHARES TR | 13407 | 2819940 | RUS 1000 VAL ETF |
| AMERICAN WTR WKS CO INC NEW | 21385 | 2790750 | COM |
| AMAZON COM INC | 11744 | 2710641 | COM |
| BROADCOM INC | 6179 | 2138497 | COM |
| ISHARES TR | 24962 | 2067383 | 1 3 YR TREAS BD |
| VANGUARD BD INDEX FDS | 22631 | 1783549 | SHORT TRM BOND |
| JACOBS SOLUTIONS INC | 13418 | 1777348 | COM |
| VANGUARD INDEX FDS | 5287 | 1772661 | TOTAL STK MKT |
| ISHARES TR | 17173 | 1715197 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 5373 | 1691331 | LARGE CAP ETF |
| HCA HEALTHCARE INC | 3588 | 1674961 | COM |
| ISHARES TR | 11147 | 1657479 | CORE S&P TTL STK |
| ALPHABET INC | 4980 | 1562822 | CAP STK CL C |
| INVESCO QQQ TR | 2537 | 1558701 | UNIT SER 1 |
| ISHARES TR | 7175 | 1521609 | S&P 500 VAL ETF |
| ELI LILLY & CO | 1339 | 1439316 | COM |
| ISHARES TR | 14941 | 1434770 | MSCI EAFE ETF |
| ISHARES TR | 3323 | 1285688 | RUSSELL 3000 ETF |
| AT&T INC | 50978 | 1266296 | COM |
| AMERIS BANCORP | 16624 | 1234671 | COM |
| WALMART INC | 10802 | 1203441 | COM |
| CATERPILLAR INC | 2012 | 1152662 | COM |
| ISHARES TR | 5755 | 1143033 | MSCI USA QLT FCT |
| JOHNSON & JOHNSON | 5499 | 1138117 | COM |
| AFLAC INC | 9936 | 1095638 | COM |
| HOME DEPOT INC | 3099 | 1066208 | COM |
| ISHARES TR | 7388 | 1011718 | RUS MD CP GR ETF |
| COSTCO WHSL CORP NEW | 1173 | 1011382 | COM |
| ALPHABET INC | 3220 | 1007901 | CAP STK CL A |
| ISHARES TR | 19251 | 973696 | ULTRA SHORT DUR |
| ISHARES TR | 3451 | 955606 | RUS TP200 GR ETF |
| 3M CO | 5616 | 899075 | COM |
| ISHARES TR | 5268 | 898957 | RUS TOP 200 ETF |
| SPDR GOLD TR | 2244 | 889362 | GOLD SHS |
| MCDONALDS CORP | 2882 | 880716 | COM |
| VISA INC | 2387 | 837060 | COM CL A |
| ABBVIE INC | 3604 | 823568 | COM |
| JPMORGAN CHASE & CO. | 2525 | 813605 | COM |
| PALO ALTO NETWORKS INC | 4412 | 812690 | COM |
| VANGUARD INDEX FDS | 1262 | 791668 | S&P 500 ETF SHS |
| EXXON MOBIL CORP | 6574 | 791058 | COM |
| COCA COLA CO | 11015 | 770069 | COM |
| ISHARES TR | 2350 | 758986 | RUS 2000 GRW ETF |
| VANGUARD WHITEHALL FDS | 5062 | 726551 | HIGH DIV YLD |
| CELESTICA INC | 2378 | 702961 | COM |
| SCHWAB STRATEGIC TR | 26631 | 698527 | US BRD MKT ETF |
| ISHARES TR | 29767 | 685388 | US TREAS BD ETF |
| RTX CORPORATION | 3673 | 673611 | COM |
| METROCITY BANKSHARES INC | 25000 | 663500 | COM |
| ISHARES TR | 10098 | 656468 | CORE 60/40 BALAN |
| PROCTER AND GAMBLE CO | 4495 | 644209 | COM |
| ISHARES TR | 1721 | 642600 | RUS 1000 ETF |
| ISHARES TR | 6631 | 642365 | S&P MC 400GR ETF |
| ISHARES TR | 13027 | 606293 | CORE UNIVRSL USD |
| ORACLE CORP | 3109 | 606002 | COM |
| PEPSICO INC | 4186 | 600830 | COM |
| BANK AMERICA CORP | 10584 | 582117 | COM |
| WASTE MGMT INC DEL | 2627 | 577268 | COM |
| ISHARES TR | 3987 | 562784 | SELECT DIVID ETF |
| ISHARES TR | 10736 | 555816 | USD INV GRDE ETF |
| CROWDSTRIKE HLDGS INC | 1180 | 553325 | CL A |
| ISHARES TR | 8198 | 550363 | MSCI ACWI EX US |
| ISHARES TR | 3014 | 546148 | RUS 2000 VAL ETF |
| ISHARES TR | 3850 | 543098 | RUS MDCP VAL ETF |
| TRAVELERS COMPANIES INC | 1859 | 539345 | COM |
| GE AEROSPACE | 1688 | 519875 | COM NEW |
| VANGUARD CHARLOTTE FDS | 10532 | 508894 | TOTAL INT BD ETF |
| ISHARES TR | 1950 | 479982 | RUSSELL 2000 ETF |
| ISHARES TR | 5040 | 479938 | MBS ETF |
| DELTA AIR LINES INC DEL | 6769 | 469787 | COM NEW |
| UNITEDHEALTH GROUP INC | 1357 | 447969 | COM |
| VANGUARD SPECIALIZED FUNDS | 2037 | 447731 | DIV APP ETF |
| ISHARES TR | 3117 | 401863 | U.S. FINLS ETF |
| ABBOTT LABS | 3199 | 400775 | COM |
| NEXTERA ENERGY INC | 4806 | 385831 | COM |
| TIDAL TRUST I | 2890 | 381952 | SOFI SELECT 500 |
| DEERE & CO | 783 | 364536 | COM |
| TESLA INC | 799 | 359256 | COM |
| META PLATFORMS INC | 534 | 352459 | CL A |
| AMENTUM HOLDINGS INC | 12076 | 350204 | COM |
| VANGUARD INDEX FDS | 1166 | 338335 | MID CAP ETF |
| MASTERCARD INCORPORATED | 554 | 316060 | CL A |
| LOWES COS INC | 1299 | 313247 | COM |
| J P MORGAN EXCHANGE TRADED F | 6137 | 312630 | ULTRA SHT MUNCPL |
| CHEVRON CORP NEW | 1965 | 299415 | COM |
| ISHARES SILVER TR | 4468 | 287803 | ISHARES |
| GOLDMAN SACHS GROUP INC | 324 | 284894 | COM |
| SCHWAB STRATEGIC TR | 8654 | 282296 | US LCAP GR ETF |
| BLACKROCK INC | 261 | 279759 | COM |
| GALLAGHER ARTHUR J & CO | 1073 | 277687 | COM |
| VANGUARD SCOTTSDALE FDS | 3275 | 274281 | INT-TERM CORP |
| WARNER BROS DISCOVERY INC | 9509 | 274049 | COM SER A |
| FS KKR CAP CORP | 18254 | 270337 | COM |
| AUTOMATIC DATA PROCESSING IN | 1037 | 266687 | COM |
| WILLIAMS SONOMA INC | 1492 | 266456 | COM |
| VANGUARD INDEX FDS | 1380 | 263590 | VALUE ETF |
| CISCO SYS INC | 3420 | 263425 | COM |
| LOCKHEED MARTIN CORP | 541 | 261494 | COM |
| WORLD GOLD TR | 3034 | 259023 | SPDR GLD MINIS |
| DOMINION ENERGY INC | 4353 | 255024 | COM |
| MERCK & CO INC | 2401 | 252708 | COM |
| ISHARES TR | 1263 | 252248 | U.S. TECH ETF |
| QUALCOMM INC | 1475 | 252243 | COM |
| GE VERNOVA INC | 385 | 251416 | COM |
| EATON CORP PLC | 768 | 244737 | SHS |
| ISHARES TR | 1106 | 237466 | US AER DEF ETF |
| FIDELITY MERRIMACK STR TR | 4700 | 236109 | SYSTEMATIC MUN |
| MARSH & MCLENNAN COS INC | 1263 | 234389 | COM |
| AMGEN INC | 705 | 230762 | COM |
| VANGUARD TAX-MANAGED FDS | 3677 | 229679 | VAN FTSE DEV MKT |
| PAYCHEX INC | 1968 | 220720 | COM |
| VERIZON COMMUNICATIONS INC | 5384 | 219275 | COM |
| SYSCO CORP | 2972 | 219007 | COM |
| ISHARES TR | 3523 | 218969 | U.S. MED DVC ETF |
| PINNACLE FINL PARTNERS INC | 2260 | 215616 | COM |
| VANGUARD INDEX FDS | 1211 | 214711 | MCAP VL IDXVIP |
| PHILIP MORRIS INTL INC | 1305 | 209318 | COM |
| CARVANA CO | 492 | 207634 | CL A |
| CINCINNATI FINL CORP | 1262 | 206086 | COM |
| TASEKO MINES LTD | 36134 | 204518 | COM |
| SCHWAB STRATEGIC TR | 8491 | 204124 | INTL EQTY ETF |
| BOX INC | 6733 | 201384 | CL A |
| FS CREDIT OPPORTUNITIES CORP | 28578 | 180043 | COMMON STOCK |
| NUVEEN PFD & INCOME OPPORTUN | 12108 | 98196 | COM |
| GALECTIN THERAPEUTICS INC | 21000 | 87360 | COM NEW |
| FIBROBIOLOGICS INC | 14702 | 3306 | COM SHS |
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