EdgeMarket › What Cahaba Wealth Management, Inc. reported owning
What Cahaba Wealth Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
154Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 424.1M | 28.8% | 649.3K | 769.31 | +20.0% |
| UBND VictoryShares Core Plus Bond ETF | 178.1M | 12.1% | 8.2M | 21.36 | -2.1% |
| IXUS iShares Core MSCI Total International Stock ET | 153.2M | 10.4% | 1.8M | 97.94 | +22.5% |
| IJH iShares Core S&P Mid-Cap ETF | 136.5M | 9.3% | 2.0M | 76.77 | +20.8% |
| IJR iShares Core S&P Small-Cap ETF | 59.4M | 4.0% | 477.7K | 147.31 | +29.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 56.7M | 3.8% | 740.7K | 90.13 | +20.1% |
| ISTB iShares Core 1-5 Year USD Bond ETF | 54.7M | 3.7% | 1.1M | 48.02 | -1.3% |
| MUB iShares National Muni Bond ETF | 40.7M | 2.8% | 383.4K | 105.34 | +1.2% |
| VXUS Vanguard Total International Stock ETF | 39.5M | 2.7% | 512.8K | 87.71 | +22.7% |
| SO SOUTHERN CO | 37.6M | 2.6% | 389.6K | 88.94 | -6.3% |
| IAGG iShares International Aggregate Bond Fund | 29.9M | 2.0% | 597.9K | 49.77 | -2.5% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 27.8M | 1.9% | 470.0K | 67.27 | +20.8% |
| SUB iShares Short-Term National Muni Bond ETF | 27.6M | 1.9% | 259.1K | 106.30 | -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 21.2M | 1.4% | 425.9K | 49.54 | +1.4% |
| JPST JPMorgan Ultra-Short Income ETF | 20.4M | 1.4% | 403.1K | 50.53 | -0.3% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 16.0M | 1.1% | 332.1K | 57.28 | +28.7% |
| ACWI iShares MSCI ACWI ETF | 7.8M | 0.5% | 56.2K | 160.81 | +21.3% |
| AAPL Apple Inc. | 6.9M | 0.5% | 27.0K | 309.35 | +36.9% |
| IVW iShares S&P 500 Growth ETF | 6.3M | 0.4% | 55.8K | 138.83 | +22.2% |
| IEFA iShares Core MSCI EAFE ETF | 5.6M | 0.4% | 62.0K | 100.85 | +16.8% |
| RJF RAYMOND JAMES FINANCIAL INC | 5.6M | 0.4% | 38.6K | 175.20 | +7.8% |
| IWR iShares Russell Mid-Cap ETF | 5.5M | 0.4% | 56.3K | 113.44 | +20.4% |
| MSFT MICROSOFT CORP | 4.1M | 0.3% | 11.1K | 483.24 | -4.4% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 3.6M | 0.2% | 71.0K | 50.53 | -0.3% |
| NVDA NVIDIA CORP | 3.6M | 0.2% | 20.5K | 214.72 | +22.4% |
| unmapped CUSIP 084670702 | 3.5M | 0.2% | 7.2K | — | — |
| IWF iShares Russell 1000 Growth Fund | 3.0M | 0.2% | 7.0K | 122.39 | +11.2% |
| AWK American Water Works Company, Inc. | 3.0M | 0.2% | 21.7K | 135.39 | -7.0% |
| SPY SPDR S&P 500 ETF TRUST | 2.9M | 0.2% | 4.5K | 765.72 | +20.0% |
| IWD iShares Russell 1000 Value ETF | 2.8M | 0.2% | 13.1K | 257.29 | +29.2% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 2.5M | 0.2% | 17.7K | 167.97 | +20.5% |
| AMZN AMAZON COM INC | 2.5M | 0.2% | 11.9K | 258.63 | +15.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2.3M | 0.2% | 23.0K | 97.35 | -1.7% |
| SHY iShares 1-3 Year Treasury Bond ETF | 2.1M | 0.1% | 25.1K | 82.00 | -0.9% |
| AVGO Broadcom Inc. | 1.8M | 0.1% | 6.0K | 368.45 | +26.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.8M | 0.1% | 3.2K | 713.44 | +26.1% |
| BSV Vanguard Short-Term Bond ETF | 1.8M | 0.1% | 22.8K | 77.57 | -1.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.7M | 0.1% | 5.4K | 378.24 | +20.5% |
| J JACOBS SOLUTIONS INC. | 1.7M | 0.1% | 13.4K | 150.08 | +2.4% |
| HCA HCA Healthcare, Inc. | 1.7M | 0.1% | 3.6K | 429.19 | +4.6% |
| WMT Walmart Inc. | 1.6M | 0.1% | 13.0K | 103.70 | +1.1% |
| VV Vanguard Morningstar Large-Cap ETF | 1.6M | 0.1% | 5.3K | 352.60 | +19.8% |
| JNJ JOHNSON & JOHNSON | 1.6M | 0.1% | 6.5K | 270.24 | +51.1% |
| IVE iShares S&P 500 Value ETF | 1.4M | 0.1% | 6.7K | 237.24 | +17.6% |
| CAT CATERPILLAR INC | 1.4M | 0.1% | 2.0K | 827.90 | +96.8% |
| GOOG Alphabet Inc. | 1.4M | 0.1% | 4.9K | 341.75 | +70.7% |
| EFA iShares MSCI EAFE ETF | 1.4M | 0.1% | 14.3K | 108.24 | +17.1% |
| ABCB Ameris Bancorp | 1.3M | 0.1% | 16.7K | 86.20 | +23.7% |
| IWV iShares Russell 3000 Fund | 1.2M | 0.1% | 3.4K | 436.47 | +20.5% |
| LLY ELI LILLY & Co | 1.2M | 0.1% | 1.4K | 1,255.40 | +78.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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