CAHABA WEALTH MANAGEMENT, INC.
CIK: 0001716399SEC EDGAR →
Portfolio Value
$1.4T
Holdings
156
As of
Q4 2025
New Positions
156
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 624,708 | $427.9B | 29.79% |
| 2 | VICTORY PORTFOLIOS II | 7,862,752 | $173.0B | 12.04% |
| 3 | ISHARES TR | 1,752,628 | $148.3B | 10.33% |
| 4 | ISHARES TR | 1,958,248 | $129.2B | 9.00% |
| 5 | SPDR SERIES TRUST | 720,187 | $57.8B | 4.02% |
| 6 | ISHARES TR | 461,019 | $55.4B | 3.86% |
| 7 | ISHARES TR | 1,064,566 | $51.9B | 3.61% |
| 8 | VANGUARD STAR FDS | 508,607 | $38.4B | 2.67% |
| 9 | ISHARES TR | 350,964 | $37.6B | 2.62% |
| 10 | SOUTHERN CO | 339,697 | $29.6B | 2.06% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (156)
$427.9B · 625K shares
$173.0B · 7.9M shares
$148.3B · 1.8M shares
$129.2B · 2.0M shares
$57.8B · 720K shares
$55.4B · 461K shares
$51.9B · 1.1M shares
$38.4B · 509K shares
$37.6B · 351K shares
$29.6B · 340K shares
$28.8B · 576K shares
$27.9B · 262K shares
$26.2B · 452K shares
$21.3B · 423K shares
$18.8B · 372K shares
$15.3B · 326K shares
$8.3B · 59K shares
$7.1B · 26K shares
$6.9B · 56K shares
$6.1B · 38K shares
$5.7B · 63K shares
$5.6B · 58K shares
$5.4B · 11K shares
$4.1B · 22K shares
$3.6B · 7K shares
$3.4B · 7K shares
$3.1B · 4K shares
$2.8B · 13K shares
$2.8B · 21K shares
$2.7B · 12K shares
$2.1B · 6K shares
$2.1B · 25K shares
$1.8B · 23K shares
$1.8B · 13K shares
$1.8B · 5K shares
$1.7B · 17K shares
$1.7B · 5K shares
$1.7B · 4K shares
$1.7B · 11K shares
$1.6B · 5K shares
$1.6B · 3K shares
$1.5B · 7K shares
$1.4B · 1K shares
$1.4B · 15K shares
$1.3B · 3K shares
$1.3B · 51K shares
$1.2B · 17K shares
$1.2B · 11K shares
$1.2B · 2K shares
$1.1B · 6K shares
$1.1B · 5K shares
$1.1B · 10K shares
$1.1B · 3K shares
$1.0B · 1K shares
$1.0B · 7K shares
$1.0B · 3K shares
$973.0M · 19K shares
$955.0M · 3K shares
$899.0M · 6K shares
$898.0M · 5K shares
$889.0M · 2K shares
$880.0M · 3K shares
$837.0M · 2K shares
$823.0M · 4K shares
$813.0M · 3K shares
$812.0M · 4K shares
$791.0M · 1K shares
$791.0M · 7K shares
$770.0M · 11K shares
$758.0M · 2K shares
$726.0M · 5K shares
$702.0M · 2K shares
$698.0M · 27K shares
$685.0M · 30K shares
$673.0M · 4K shares
$663.0M · 25K shares
$656.0M · 10K shares
$644.0M · 4K shares
$642.0M · 2K shares
$642.0M · 7K shares
$606.0M · 13K shares
$606.0M · 3K shares
$600.0M · 4K shares
$582.0M · 11K shares
$577.0M · 3K shares
$562.0M · 4K shares
$555.0M · 11K shares
$553.0M · 1K shares
$550.0M · 8K shares
$546.0M · 3K shares
$543.0M · 4K shares
$539.0M · 2K shares
$535.0M · 21K shares
$519.0M · 2K shares
$508.0M · 11K shares
$479.0M · 2K shares
$479.0M · 5K shares
$469.0M · 7K shares
$447.0M · 2K shares
$447.0M · 1K shares
$418.0M · 7K shares
$401.0M · 3K shares
$400.0M · 3K shares
$386.0M · 4K shares
$385.0M · 5K shares
$381.0M · 3K shares
$364.0M · 783 shares
$359.0M · 799 shares
$352.0M · 534 shares
$350.0M · 12K shares
$338.0M · 1K shares
$316.0M · 554 shares
$313.0M · 1K shares
$312.0M · 6K shares
$299.0M · 2K shares
$287.0M · 4K shares
$284.0M · 324 shares
$282.0M · 9K shares
$279.0M · 261 shares
$277.0M · 1K shares
$274.0M · 3K shares
$274.0M · 10K shares
$270.0M · 18K shares
$266.0M · 1K shares
$266.0M · 1K shares
$263.0M · 3K shares
$263.0M · 1K shares
$261.0M · 541 shares
$259.0M · 3K shares
$255.0M · 4K shares
$252.0M · 2K shares
$252.0M · 1K shares
$252.0M · 1K shares
$251.0M · 385 shares
$244.0M · 768 shares
$237.0M · 1K shares
$236.0M · 5K shares
$234.0M · 1K shares
$230.0M · 705 shares
$229.0M · 4K shares
$220.0M · 2K shares
$219.0M · 3K shares
$219.0M · 5K shares
$218.0M · 4K shares
$215.0M · 2K shares
$214.0M · 1K shares
$209.0M · 1K shares
$207.0M · 492 shares
$206.0M · 1K shares
$204.0M · 8K shares
$204.0M · 36K shares
$201.0M · 7K shares
$180.0M · 29K shares
$98.0M · 12K shares
$87.0M · 21K shares
$3.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 85 | $1.3T | 93.0% |
| Utilities | 4 | $30.5B | 2.1% |
| Technology | 13 | $22.6B | 1.6% |
| Unknown | 11 | $17.2B | 1.2% |
| Industrials | 13 | $7.8B | 0.5% |
| Healthcare | 9 | $6.4B | 0.4% |
| Consumer Cyclical | 7 | $5.8B | 0.4% |
| Communication Services | 5 | $4.5B | 0.3% |
| Consumer Defensive | 6 | $4.4B | 0.3% |
| Energy | 2 | $1.1B | 0.1% |
| Basic Materials | 1 | $204.0M | 0.0% |