CAHABA WEALTH MANAGEMENT, INC.
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
155
- Value ($000)
$1,286,725
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001716399
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $374.85M | 29 % | 603,722 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $153.10M | 12 % | 1,543,357 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $130.63M | 10 % | 1,689,642 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $112.13M | 9 % | 1,807,885 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $51.67M | 4 % | 710,891 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $46.29M | 4 % | 423,545 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $46.28M | 4 % | 951,285 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $34.75M | 3 % | 502,935 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $32.94M | 3 % | 315,235 | ||
SO SOUTHERN CO | COM | 842587107 | $32.22M | 3 % | 350,849 |
Rows Per Page
10
- 10
- 50
- 100