CAHABA WEALTH MANAGEMENT, INC.

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    157

  • Value ($000)

    $1,380,992

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0001716399
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$409.72M
30 %

612,156

U
UBND

VICTORY PORTFOLIOS II

CORE INTRMEDIATE
92647X863
$168.54M
12 %

7,643,465

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$140.63M
10 %

1,702,907

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$122.17M
9 %

1,872,038

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$55.97M
4 %

714,392

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$52.24M
4 %

439,609

I
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

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$36.14M
3 %

339,367

S
SO

SOUTHERN CO

COM
842587107
$32.54M
2 %

343,359

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