CAHABA WEALTH MANAGEMENT, INC.
CIK: 0001716399SEC EDGAR →
Portfolio Value
$1.4B
Holdings
156
As of
Q4 2025
New Positions
156
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 624,708 | $427.9M | 29.79% |
| 2 | VICTORY PORTFOLIOS II | 7,862,752 | $173.0M | 12.04% |
| 3 | ISHARES TR | 1,752,628 | $148.3M | 10.33% |
| 4 | ISHARES TR | 1,958,248 | $129.2M | 9.00% |
| 5 | SPDR SERIES TRUST | 720,187 | $57.8M | 4.02% |
| 6 | ISHARES TR | 461,019 | $55.4M | 3.86% |
| 7 | ISHARES TR | 1,064,566 | $51.9M | 3.61% |
| 8 | VANGUARD STAR FDS | 508,607 | $38.4M | 2.67% |
| 9 | ISHARES TR | 350,964 | $37.6M | 2.62% |
| 10 | SOUTHERN CO | 339,697 | $29.6M | 2.06% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (156)
$427.9M · 625K shares
$173.0M · 7.9M shares
$148.3M · 1.8M shares
$129.2M · 2.0M shares
$57.8M · 720K shares
$55.4M · 461K shares
$51.9M · 1.1M shares
$38.4M · 509K shares
$37.6M · 351K shares
$29.6M · 340K shares
$28.8M · 576K shares
$27.9M · 262K shares
$26.2M · 452K shares
$21.3M · 423K shares
$18.8M · 372K shares
$15.3M · 326K shares
$8.3M · 59K shares
$7.1M · 26K shares
$6.9M · 56K shares
$6.1M · 38K shares
$5.7M · 63K shares
$5.6M · 58K shares
$5.4M · 11K shares
$4.1M · 22K shares
$3.6M · 7K shares
$3.4M · 7K shares
$3.1M · 4K shares
$3.0M · 15K shares
$2.8M · 13K shares
$2.8M · 21K shares
$2.7M · 12K shares
$2.1M · 6K shares
$2.1M · 25K shares
$1.8M · 23K shares
$1.8M · 13K shares
$1.8M · 5K shares
$1.7M · 17K shares
$1.7M · 5K shares
$1.7M · 4K shares
$1.7M · 11K shares
$1.6M · 5K shares
$1.6M · 3K shares
$1.5M · 7K shares
$1.4M · 1K shares
$1.4M · 15K shares
$1.3M · 3K shares
$1.3M · 51K shares
$1.2M · 17K shares
$1.2M · 11K shares
$1.2M · 2K shares
$1.1M · 6K shares
$1.1M · 5K shares
$1.1M · 10K shares
$1.1M · 3K shares
$1.0M · 1K shares
$1.0M · 7K shares
$1.0M · 3K shares
$973K · 19K shares
$955K · 3K shares
$899K · 6K shares
$898K · 5K shares
$889K · 2K shares
$880K · 3K shares
$837K · 2K shares
$823K · 4K shares
$813K · 3K shares
$812K · 4K shares
$791K · 1K shares
$791K · 7K shares
$770K · 11K shares
$758K · 2K shares
$726K · 5K shares
$702K · 2K shares
$698K · 27K shares
$685K · 30K shares
$673K · 4K shares
$663K · 25K shares
$656K · 10K shares
$644K · 4K shares
$642K · 2K shares
$642K · 7K shares
$606K · 13K shares
$606K · 3K shares
$600K · 4K shares
$582K · 11K shares
$577K · 3K shares
$562K · 4K shares
$555K · 11K shares
$553K · 1K shares
$550K · 8K shares
$546K · 3K shares
$543K · 4K shares
$539K · 2K shares
$535K · 21K shares
$519K · 2K shares
$508K · 11K shares
$479K · 2K shares
$479K · 5K shares
$469K · 7K shares
$447K · 1K shares
$447K · 2K shares
$418K · 7K shares
$401K · 3K shares
$400K · 3K shares
$386K · 4K shares
$385K · 5K shares
$381K · 3K shares
$364K · 783 shares
$359K · 799 shares
$352K · 534 shares
$350K · 12K shares
$338K · 1K shares
$316K · 554 shares
$313K · 1K shares
$312K · 6K shares
$299K · 2K shares
$287K · 4K shares
$284K · 324 shares
$282K · 9K shares
$279K · 261 shares
$277K · 1K shares
$274K · 10K shares
$274K · 3K shares
$270K · 18K shares
$266K · 1K shares
$266K · 1K shares
$263K · 3K shares
$263K · 1K shares
$261K · 541 shares
$259K · 3K shares
$255K · 4K shares
$252K · 1K shares
$252K · 2K shares
$252K · 1K shares
$251K · 385 shares
$244K · 768 shares
$237K · 1K shares
$236K · 5K shares
$234K · 1K shares
$230K · 705 shares
$229K · 4K shares
$220K · 2K shares
$219K · 5K shares
$219K · 3K shares
$218K · 4K shares
$215K · 2K shares
$214K · 1K shares
$209K · 1K shares
$207K · 492 shares
$206K · 1K shares
$204K · 36K shares
$204K · 8K shares
$201K · 7K shares
$180K · 29K shares
$98K · 12K shares
$87K · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 85 | $1.3B | 92.8% |
| Utilities | 4 | $30.5M | 2.1% |
| Technology | 13 | $22.6M | 1.6% |
| Unknown | 11 | $17.2M | 1.2% |
| Healthcare | 9 | $9.4M | 0.7% |
| Industrials | 13 | $7.8M | 0.5% |
| Consumer Cyclical | 7 | $5.8M | 0.4% |
| Communication Services | 5 | $4.5M | 0.3% |
| Consumer Defensive | 6 | $4.4M | 0.3% |
| Energy | 2 | $1.1M | 0.1% |
| Basic Materials | 1 | $204K | 0.0% |