§ 13F · FUND PROFILE
CAHABA WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 155Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 649K | $424M | 28.8% | +4% |
| 2 | UBND | VICTORY PORTFOLIOS II | 8.18M | $178M | 12.1% | +4% |
| 3 | IXUS | ISHARES TR | 1.77M | $153M | 10.4% | +1% |
| 4 | IJH | ISHARES TR | 2.02M | $136M | 9.3% | +3% |
| 5 | IJR | ISHARES TR | 478K | $59M | 4.0% | +4% |
| 6 | SPYM | SPDR SERIES TRUST | 741K | $57M | 3.8% | +3% |
| 7 | ISTB | ISHARES TR | 1.13M | $55M | 3.7% | +6% |
| 8 | MUB | ISHARES TR | 383K | $41M | 2.8% | +9% |
| 9 | VXUS | VANGUARD STAR FDS | 513K | $40M | 2.7% | +1% |
| 10 | SO | SOUTHERN CO | 390K | $38M | 2.6% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAHABA SIGNAL
AC read
CAHABA WEALTH MANAGEMENT, INC. is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed