Cahaba Wealth Management

Cahaba Wealth Management as of March 31, 2026

Portfolio Holdings for Cahaba Wealth Management

Cahaba Wealth Management holds 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 28.8 $424M 649k 653.21
Victory Portfolios Ii Core Plus Bd Etf (UBND) 12.1 $178M 8.2M 21.78
Ishares Tr Core Msci Total (IXUS) 10.4 $153M 1.8M 86.64
Ishares Tr Core S&p Mcp Etf (IJH) 9.3 $137M 2.0M 67.53
Ishares Tr Core S&p Scp Etf (IJR) 4.0 $59M 478k 124.31
Spdr Series Trust State Street Spd (SPYM) 3.8 $57M 741k 76.54
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.7 $55M 1.1M 48.46
Ishares Tr National Mun Etf (MUB) 2.8 $41M 383k 106.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.7 $40M 513k 77.11
Southern Company (SO) 2.6 $38M 390k 96.52
Ishares Tr Core Intl Aggr (IAGG) 2.0 $30M 598k 50.04
Spdr Series Trust State Street Spd (SPMD) 1.9 $28M 470k 59.22
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $28M 259k 106.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $21M 426k 49.89
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $20M 403k 50.61
Spdr Series Trust State Street Spd (SPSM) 1.1 $16M 332k 48.32
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $7.8M 56k 138.37
Apple (AAPL) 0.5 $6.9M 27k 253.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $6.3M 56k 113.11
Ishares Tr Core Msci Eafe (IEFA) 0.4 $5.6M 62k 90.53
Raymond James Financial (RJF) 0.4 $5.6M 39k 144.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $5.5M 56k 97.23
Microsoft Corporation (MSFT) 0.3 $4.1M 11k 370.17
Ishares Tr Ultra Short Dur (ICSH) 0.2 $3.6M 71k 50.62
NVIDIA Corporation (NVDA) 0.2 $3.6M 21k 174.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.5M 7.2k 479.19
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.0M 7.0k 426.40
American Water Works (AWK) 0.2 $3.0M 22k 136.09
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.9M 4.5k 650.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.8M 13k 213.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.5M 18k 142.43
Amazon (AMZN) 0.2 $2.5M 12k 208.26
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.3M 23k 99.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.1M 25k 82.57
Broadcom (AVGO) 0.1 $1.8M 6.0k 309.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.8M 3.2k 577.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.8M 23k 78.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.7M 5.4k 320.84
Jacobs Engineering Group (J) 0.1 $1.7M 13k 127.28
Hca Holdings (HCA) 0.1 $1.7M 3.6k 473.20
Wal-Mart Stores (WMT) 0.1 $1.6M 13k 124.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.6M 5.3k 298.84
Johnson & Johnson (JNJ) 0.1 $1.6M 6.5k 244.43
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.4M 6.7k 211.16
Caterpillar (CAT) 0.1 $1.4M 2.0k 708.36
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M 4.9k 286.84
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.4M 14k 97.13
Ameris Ban (ABCB) 0.1 $1.3M 17k 77.99
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.2M 3.4k 370.63
Eli Lilly & Co. (LLY) 0.1 $1.2M 1.4k 919.88
Costco Wholesale Corporation (COST) 0.1 $1.2M 1.2k 996.63
Home Depot (HD) 0.1 $1.2M 3.5k 328.91
Exxon Mobil Corporation (XOM) 0.1 $1.1M 6.7k 169.67
AFLAC Incorporated (AFL) 0.1 $1.1M 10k 109.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.1M 5.7k 191.83
Alphabet Cap Stk Cl A (GOOGL) 0.1 $979k 3.4k 287.57
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $930k 7.3k 128.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $926k 3.7k 248.81
Spdr Gold Tr Gold Shs (GLD) 0.1 $915k 2.1k 430.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $898k 1.5k 597.62
Coca-Cola Company (KO) 0.1 $894k 12k 76.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $877k 5.9k 148.10
McDonald's Corporation (MCD) 0.1 $863k 2.8k 310.84
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $846k 5.3k 160.49
3M Company (MMM) 0.1 $821k 5.7k 145.22
JPMorgan Chase & Co. (JPM) 0.1 $810k 2.8k 294.19
Abbvie (ABBV) 0.1 $787k 3.6k 217.51
Visa Com Cl A (V) 0.1 $740k 2.5k 302.22
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $738k 2.4k 313.86
Palo Alto Networks (PANW) 0.0 $720k 4.5k 160.32
Metrocity Bankshares (MCBS) 0.0 $717k 25k 28.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $688k 28k 24.75
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $686k 30k 22.91
Ishares Tr Core 60/40 Balan (AOR) 0.0 $683k 11k 64.35
Raytheon Technologies Corp (RTX) 0.0 $682k 3.5k 192.89
At&t (T) 0.0 $682k 24k 28.99
Ge Aerospace Com New (GE) 0.0 $670k 2.4k 283.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $670k 27k 25.10
Celestica (CLS) 0.0 $670k 2.4k 281.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $667k 6.6k 100.61
Pepsi (PEP) 0.0 $647k 4.2k 155.29
Ishares Tr Rus 1000 Etf (IWB) 0.0 $614k 1.7k 356.57
Ishares Tr Select Divid Etf (DVY) 0.0 $607k 4.0k 151.41
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $605k 13k 46.19
Procter & Gamble Company (PG) 0.0 $590k 4.1k 144.45
Waste Management (WM) 0.0 $569k 2.5k 229.81
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $564k 3.0k 189.61
Travelers Companies (TRV) 0.0 $558k 1.9k 291.73
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $554k 11k 51.23
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $549k 3.8k 145.73
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $546k 8.0k 68.47
Spdr Series Trust State Street Spd (SPAB) 0.0 $539k 21k 25.62
Bank of America Corporation (BAC) 0.0 $522k 11k 48.75
Deere & Company (DE) 0.0 $511k 907.00 563.36
Ishares Tr Russell 2000 Etf (IWM) 0.0 $507k 2.0k 248.06
Warner Music Group Corp Com Cl A (WMG) 0.0 $503k 20k 25.54
Ge Vernova (GEV) 0.0 $487k 558.00 872.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $484k 10k 48.05
Crowdstrike Hldgs Cl A (CRWD) 0.0 $482k 1.2k 390.54
Ishares Tr Mbs Etf (MBB) 0.0 $482k 5.1k 94.96
Chevron Corporation (CVX) 0.0 $481k 2.3k 206.86
Oracle Corporation (ORCL) 0.0 $461k 3.1k 147.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $456k 5.5k 82.75
Nextera Energy (NEE) 0.0 $454k 4.9k 92.87
Delta Air Lines Com New (DAL) 0.0 $451k 6.8k 66.48
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $439k 2.0k 215.08
Spdr Series Trust State Street Spd (SPYV) 0.0 $416k 7.4k 56.58
Quanta Services (PWR) 0.0 $415k 755.00 549.03
Ishares Tr U.s. Finls Etf (IYF) 0.0 $369k 3.1k 117.68
Tidal Trust I Sofi Select 500 (SFY) 0.0 $362k 2.9k 124.84
UnitedHealth (UNH) 0.0 $358k 1.3k 270.51
Meta Platforms Cl A (META) 0.0 $357k 624.00 572.51
Tesla Motors (TSLA) 0.0 $338k 910.00 371.69
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $331k 1.2k 287.08
Spdr Series Trust State Street Spd (SPYG) 0.0 $330k 3.4k 97.91
Abbott Laboratories (ABT) 0.0 $321k 3.1k 102.67
Amentum Holdings (AMTM) 0.0 $315k 12k 26.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $314k 11k 29.08
Lockheed Martin Corporation (LMT) 0.0 $314k 519.00 604.02
Lowe's Companies (LOW) 0.0 $307k 1.3k 236.21
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $305k 6.0k 50.98
Cheniere Energy Com New (LNG) 0.0 $291k 1.0k 283.88
Mastercard Incorporated Cl A (MA) 0.0 $277k 555.00 499.54
Dominion Resources (D) 0.0 $277k 4.5k 61.83
Merck & Co (MRK) 0.0 $274k 2.3k 120.27
Williams-Sonoma (WSM) 0.0 $272k 1.5k 182.33
Vanguard Index Fds Value Etf (VTV) 0.0 $271k 1.4k 196.20
Cisco Systems (CSCO) 0.0 $264k 3.4k 77.58
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $257k 194.00 1322.59
Goldman Sachs (GS) 0.0 $257k 303.00 846.69
Hubbell (HUBB) 0.0 $254k 518.00 490.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $252k 8.7k 29.13
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $251k 2.2k 116.27
Ishares Tr Us Aer Def Etf (ITA) 0.0 $250k 1.1k 218.75
Blackrock (BLK) 0.0 $248k 257.00 963.26
Eaton Corp SHS (ETN) 0.0 $246k 687.00 357.83
Arthur J. Gallagher & Co. (AJG) 0.0 $245k 1.1k 216.61
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 0.0 $233k 4.7k 49.63
Taseko Cad (TGB) 0.0 $233k 36k 6.45
Ishares Silver Tr Ishares (SLV) 0.0 $230k 3.4k 68.14
Ishares Tr U.s. Tech Etf (IYW) 0.0 $229k 1.3k 181.46
Amgen (AMGN) 0.0 $224k 637.00 351.73
Philip Morris International (PM) 0.0 $219k 1.3k 165.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $215k 1.2k 184.33
Pinnacle Finl Partners (PNFP) 0.0 $214k 2.5k 86.13
SYSCO Corporation (SYY) 0.0 $213k 3.0k 71.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $206k 6.3k 32.95
Marsh & McLennan Companies (MRSH) 0.0 $204k 1.2k 173.49
Cincinnati Financial Corporation (CINF) 0.0 $200k 1.3k 157.30
Fs Kkr Capital Corp (FSK) 0.0 $186k 18k 10.18
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $184k 15k 12.51
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $91k 12k 7.54
Galectin Therapeutics Com New (GALT) 0.0 $59k 21k 2.79