account_balance

Investment manager · 13F filer · SEC CIK 1716399

Cahaba Wealth Management, Inc.

Reported value$1.66Bas of Sep 30, 2026
Positions169 12 new, 1 sold out
Top 10 weight79.8%IVV alone is 31%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 30.6% Held
UBND Victory Portfolios II 11.0% Added +3%
IXUS iShares Tr 10.3% Held
IJH iShares Tr 9.0% Held
SPYM SPDR Series Trust 4.0% Held
IJR iShares Tr 4.0% Held
ISTB iShares Tr 3.7% Added +7%
VXUS Vanguard Star FDS 2.6% Held
MUB iShares Tr 2.6% Added +4%
IAGG iShares Tr 1.9% Added +4%
SO Southern Co 1.8% Trimmed −2%
SPMD SPDR Series Trust 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • VEU $485K
  • SCHX $325K
  • DNP $315K
  • SPCX $309K
arrow_upwardAdded
arrow_downwardTrimmed
  • IWR −7%
  • IEFA −2%
  • SO −2%
  • IWF −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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