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Funds / Cahaba Wealth Management, Inc.
Institutional Fund

Cahaba Wealth Management, Inc.

Atlanta, GACIK 17163995 filings on record

Portfolio Value
$1.47B
Q1 2026
Holdings
153
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+2.5%
from $1.44B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Ishares Tr28.8%
  • Victory Portfolios II12.1%
  • Ishares Tr10.4%
  • Ishares Tr9.3%
  • Ishares Tr4.0%
  • Spdr Series Trust3.8%
  • Other31.6%

Portfolio Holdings

153 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr649.3K$424.14M28.8%+24.6KAdded
2Victory Portfolios II8.18M$178.14M12.1%+316.4KAdded
3Ishares Tr1.77M$153.19M10.4%+15.5KAdded
4Ishares Tr2.02M$136.46M9.3%+62.4KAdded
5Ishares Tr477.7K$59.39M4.0%+16.7KAdded
6Spdr Series Trust740.7K$56.69M3.8%+20.5KAdded
7Ishares Tr1.13M$54.70M3.7%+64.2KAdded
8Ishares Tr383.4K$40.70M2.8%+32.5KAdded
9Vanguard Star Fds512.8K$39.54M2.7%+4.2KAdded
10Southern Co389.6K$37.60M2.6%+49.9KAdded

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