CAHABA WEALTH MANAGEMENT, INC.

CIK 0001716399 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

CAHABA WEALTH MANAGEMENT, INC. reported 158 positions worth $1.66B as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IVV (29.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.66B
2026 Q2
Positions
158
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.3%
Est. Net Flow (Q)
2026 Q2
10 / 158 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$494.7M29.84%660,622
2UBNDVICTORY PORTFOLIOS IISH$186.0M11.22%8,561,595
3IXUSISHARES TRSH$172.5M10.41%1,807,604
4IJHISHARES TRSH$159.2M9.60%2,064,728
5IJRISHARES TRSH$71.9M4.34%485,112
6SPYMSPDR SERIES TRUSTSH$64.9M3.91%737,949
7ISTBISHARES TRSH$58.6M3.53%1,213,739
8MUBISHARES TRSH$43.9M2.65%408,101
9VXUSVANGUARD STAR FDSSH$43.6M2.63%510,479
10SOSOUTHERN COSH$35.8M2.16%373,857

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CAHABA WEALTH MANAGEMENT, INC. hold as of Q2 2026?

CAHABA WEALTH MANAGEMENT, INC. reported 158 positions worth $1.66B in its Q2 2026 13F filing. Largest positions: IVV (29.8%), UBND (11.2%), IXUS (10.4%), IJH (9.6%) and IJR (4.3%).

What did CAHABA WEALTH MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CAHABA WEALTH MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.