§ 13F · FUND PROFILE
CAHABA WEALTH MANAGEMENT, INC..
AUM · $1.7B (13F)Positions · 158Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 661K | $495M | 29.8% | +2% |
| 2 | UBND | VICTORY PORTFOLIOS II | 8.56M | $186M | 11.2% | +5% |
| 3 | IXUS | ISHARES TR | 1.81M | $173M | 10.4% | +2% |
| 4 | IJH | ISHARES TR | 2.06M | $159M | 9.6% | +2% |
| 5 | IJR | ISHARES TR | 485K | $72M | 4.3% | +2% |
| 6 | SPYM | SPDR SERIES TRUST | 738K | $65M | 3.9% | ±0% |
| 7 | ISTB | ISHARES TR | 1.21M | $59M | 3.5% | +8% |
| 8 | MUB | ISHARES TR | 408K | $44M | 2.6% | +6% |
| 9 | VXUS | VANGUARD STAR FDS | 510K | $44M | 2.6% | ±0% |
| 10 | SO | SOUTHERN CO | 374K | $36M | 2.2% | −4% |
§ 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 $1.7 billion in assets. The fund runs a portfolio of 158 positions.
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