Institutional Manager · CIK 0001716399
CAHABA WEALTH MANAGEMENT, INC.
Atlanta, GA · File #028-18150
Latest AUM
$1.44B
Positions
156
Top-10 Concentration
82.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025156 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Sep 2025157 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Jun 2025155 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Mar 2025147 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Dec 2024145 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Sep 2024151 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Jun 2024149 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Mar 2024149 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Dec 2023143 pos · $907.8M
- 13F HOLDINGS REPORTQ/E Sep 2023147 pos · $925.2M
- 13F HOLDINGS REPORTQ/E Jun 2023146 pos · $874.3M
- 13F HOLDINGS REPORTQ/E Mar 2023143 pos · $806.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 624,708 | $427.9M | 30.87% |
| 2 | VICTORY PORTFOLIOS II | 92647X863 | 7,862,752 | $173.0M | 12.48% |
| 3 | ISHARES TR | 46432F834 | 1,752,628 | $148.3M | 10.70% |
| 4 | ISHARES TR | 464287507 | 1,958,248 | $129.2M | 9.33% |
| 5 | SPDR SERIES TRUST | 78464A854 | 720,187 | $57.8M | 4.17% |
| 6 | ISHARES TR | 464287804 | 461,019 | $55.4M | 4.00% |
| 7 | ISHARES TR | 46432F859 | 1,064,566 | $51.9M | 3.74% |
| 8 | VANGUARD STAR FDS | 921909768 | 508,607 | $38.4M | 2.77% |
| 9 | ISHARES TR | 464288414 | 350,964 | $37.6M | 2.71% |
| 10 | SOUTHERN CO | SOMN | 339,697 | $29.6M | 2.14% |
| 11 | ISHARES TR | 46435G672 | 576,454 | $28.8M | 2.08% |
| 12 | ISHARES TR | 464288158 | 261,553 | $27.9M | 2.01% |
| 13 | SPDR SERIES TRUST | 78464A847 | 451,746 | $26.2M | 1.89% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 423,437 | $21.3M | 1.54% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 372,281 | $18.8M | 1.36% |
| 16 | SPDR SERIES TRUST | 78468R853 | 325,936 | $15.3M | 1.10% |
| 17 | ISHARES TR | 464288257 | 58,892 | $8.3M | 0.60% |
| 18 | APPLE INC | AAPL | 26,226 | $7.1M | 0.51% |
| 19 | ISHARES TR | 464287309 | 55,632 | $6.9M | 0.49% |
| 20 | RAYMOND JAMES FINL INC | 754730109 | 38,290 | $6.1M | 0.44% |