Universe · entity
CAHABA WEALTH MANAGEMENT, INC.
Institutional manager (13F) · CIK 1716399
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $424M | 649,315 |
| 2 | VICTORY PORTFOLIOS II | $178M | 8,179,176 |
| 3 | ISHARES TR | $153M | 1,768,120 |
| 4 | ISHARES TR | $136M | 2,020,659 |
| 5 | ISHARES TR | $59M | 477,743 |
| 6 | SPDR SERIES TRUST | $57M | 740,721 |
| 7 | ISHARES TR | $55M | 1,128,804 |
| 8 | ISHARES TR | $41M | 383,426 |
| 9 | VANGUARD STAR FDS | $40M | 512,768 |
| 10 | SOUTHERN CO | $38M | 389,578 |
| 11 | ISHARES TR | $30M | 597,871 |
| 12 | SPDR SERIES TRUST | $28M | 470,043 |
| 13 | ISHARES TR | $28M | 259,110 |
| 14 | VANGUARD MUN BD FDS | $21M | 425,853 |
| 15 | J P MORGAN EXCHANGE TRADED F | $20M | 403,114 |
| 16 | SPDR SERIES TRUST | $16M | 332,052 |
| 17 | ISHARES TR | $8M | 56,181 |
| 18 | APPLE INC | $7M | 27,000 |
| 19 | ISHARES TR | $6M | 55,828 |
| 20 | ISHARES TR | $6M | 61,957 |
| 21 | RAYMOND JAMES FINL INC | $6M | 38,564 |
| 22 | ISHARES TR | $5M | 56,297 |
| 23 | MICROSOFT CORP | $4M | 11,077 |
| 24 | ISHARES TR | $4M | 70,968 |
| 25 | NVIDIA CORPORATION | $4M | 20,471 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $3M | 7,200 |
| 27 | ISHARES TR | $3M | 7,044 |
| 28 | AMERICAN WTR WKS CO INC NEW | $3M | 21,743 |
| 29 | STATE STR SPDR S&P 500 ETF T | $3M | 4,452 |
| 30 | ISHARES TR | $3M | 13,088 |
| 31 | ISHARES TR | $3M | 17,719 |
| 32 | AMAZON COM INC | $2M | 11,944 |
| 33 | ISHARES TR | $2M | 23,028 |
| 34 | ISHARES TR | $2M | 25,095 |
| 35 | BROADCOM INC | $2M | 5,974 |
| 36 | INVESCO QQQ TR | $2M | 3,198 |
| 37 | VANGUARD BD INDEX FDS | $2M | 22,777 |
| 38 | VANGUARD INDEX FDS | $2M | 5,356 |
| 39 | JACOBS SOLUTIONS INC | $2M | 13,418 |
| 40 | HCA HEALTHCARE INC | $2M | 3,591 |
| 41 | WALMART INC | $2M | 12,983 |
| 42 | VANGUARD INDEX FDS | $2M | 5,327 |
| 43 | JOHNSON & JOHNSON | $2M | 6,469 |
| 44 | ISHARES TR | $1M | 6,667 |
| 45 | CATERPILLAR INC | $1M | 1,980 |
| 46 | ALPHABET INC | $1M | 4,864 |
| 47 | ISHARES TR | $1M | 14,310 |
| 48 | AMERIS BANCORP | $1M | 16,653 |
| 49 | ISHARES TR | $1M | 3,368 |
| 50 | ELI LILLY & CO | $1M | 1,350 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.