CAHABA WEALTH MANAGEMENT, INC.
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
157
- Value ($000)
$1,380,992
- Date Filed10/17/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $409.72M | 30 % | 612,156 | ||
UBND VICTORY PORTFOLIOS II | CORE INTRMEDIATE | 92647X863 | $168.54M | 12 % | 7,643,465 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $140.63M | 10 % | 1,702,907 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $122.17M | 9 % | 1,872,038 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $55.97M | 4 % | 714,392 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $52.24M | 4 % | 439,609 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $48.72M | 4 % | 997,635 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $37.02M | 3 % | 503,966 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $36.14M | 3 % | 339,367 | ||
SO SOUTHERN CO | COM | 842587107 | $32.54M | 2 % | 343,359 |
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