Cahaba Wealth Management
Atlanta, GAfiles as CAHABA WEALTH MANAGEMENT, INC.
$1.7bn in 158 US stocks at the end of 30 June 2026. The top 10 are 80.3% of the money. It changed about 2.7% of the portfolio this quarter.
Value
$1.7bn
Stocks
158
Top 10 share
80.3%
Turnover
2.7%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard World FDVGT<0.1% of the fund
- Ishares TRXVV<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Community Health SystemsCYH<0.1% of the fund
- Vanguard Tax-Managed FDSVEA<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- IntelINTC<0.1% of the fund
- Vanguard Index FDSVUG<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- Microchip TechnologyMCHP<0.1% of the fund
- Trekor MetalsTGB<0.1% of the fund
- Ishares TRIJT<0.1% of the fund
Added
Bought more of a stock they already held.
- Victory Portfolios IIUBND11.2% of the fund+5%
- Ishares TRIXUS10.4% of the fund+2%
- Ishares TRIJH9.6% of the fund+2%
- Ishares TRISTB3.5% of the fund+8%
- Ishares TRMUB2.6% of the fund+6%
- Ishares TRIAGG1.9% of the fund+5%
- Ishares TRSUB1.7% of the fund+4%
- J P Morgan Exchange Traded FJPST1.4% of the fund+11%
- Vanguard MUN BD FDSVTEB1.3% of the fund+2%
- Ishares TRICSH0.4% of the fund+93%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund+3%
- Amazon.comAMZN0.2% of the fund+2%
- Pinnacle Financial PartnersPNFP0.2% of the fund+984%
- Ishares TRSHY0.1% of the fund+3%
- Vanguard BD Index FDSBSV0.1% of the fund+4%
- Eli LillyLLY<0.1% of the fund+2%
- AlphabetGOOGL<0.1% of the fund+7%
- Vanguard Index FDSVOO<0.1% of the fund+11%
- JPMorgan ChaseJPM<0.1% of the fund+5%
- ExxonMobil HoldingsXOM<0.1% of the fund+3%
- Schwab Strategic TRSCHB<0.1% of the fund+3%
- GE VernovaGEV<0.1% of the fund+7%
- Ishares TRDVY<0.1% of the fund+9%
- Vanguard Charlotte FDSBNDX<0.1% of the fund+5%
- Spdr Series TrustSPYV<0.1% of the fund+13%
Cut
Sold some of their stake.
- Southern CompanySO2.2% of the fund-4%
- Ishares TRIVW0.4% of the fund-7%
- Invesco QQQ TRQQQ0.1% of the fund-19%
- Vanguard Index FDSVTI0.1% of the fund-6%
- Ishares TRAGG0.1% of the fund-25%
- Ameris BancorpABCB<0.1% of the fund-2%
- Ishares TRIWY<0.1% of the fund-4%
- Ishares TRIWP<0.1% of the fund-11%
- Vanguard Whitehall FDSVYM<0.1% of the fund-14%
- VisaV<0.1% of the fund-3%
- Spdr Gold TRGLD<0.1% of the fund-14%
- CrowdStrike HoldingsCRWD<0.1% of the fund-33%
- DeereDE<0.1% of the fund-15%
- Vanguard Index FDSVO<0.1% of the fund-2%
- TeslaTSLA<0.1% of the fund-6%
- ChevronCVX<0.1% of the fund-11%
- Meta PlatformsMETA<0.1% of the fund-4%
- Schwab Strategic TRSCHF<0.1% of the fund-60%
- Vanguard Index FDSVTV<0.1% of the fund-3%
- Dominion EnergyD<0.1% of the fund-7%
- Vanguard Scottsdale FDSVCIT<0.1% of the fund-38%
- Abbott LaboratoriesABT<0.1% of the fund-2%
- MastercardMA<0.1% of the fund-6%
- Arthur J. GallagherAJG<0.1% of the fund-5%
Sold out
Sold their entire stake.
- Quanta ServicesPWR-100%
- Schwab Strategic TRSCHA-100%
- Taseko Mines-100%
- Ishares Silver TRSLV-100%
- Schwab Strategic TRSCHE-100%
- Marsh & McLennan CompaniesMRSH-100%
- FS Specialty Lending FundFSSL-100%
Holdings
- Ishares TRIVV
- Share
- 29.8%
- Value
- $495m
- Shares
- 660,622
Held
- Victory Portfolios IIUBND
- Share
- 11.2%
- Value
- $186m
- Shares
- 8,561,595
+5%
- Ishares TRIXUS
- Share
- 10.4%
- Value
- $173m
- Shares
- 1,807,604
+2%
- Ishares TRIJH
- Share
- 9.6%
- Value
- $159m
- Shares
- 2,064,728
+2%
- Ishares TRIJR
- Share
- 4.3%
- Value
- $72m
- Shares
- 485,112
Held
- Spdr Series TrustSPYM
- Share
- 3.9%
- Value
- $65m
- Shares
- 737,949
Held
- Ishares TRISTB
- Share
- 3.5%
- Value
- $59m
- Shares
- 1,213,739
+8%
- Ishares TRMUB
- Share
- 2.6%
- Value
- $44m
- Shares
- 408,101
+6%
- Vanguard Star FDSVXUS
- Share
- 2.6%
- Value
- $44m
- Shares
- 510,479
Held
- Ishares TRIAGG
- Share
- 1.9%
- Value
- $32m
- Shares
- 626,723
+5%
- Spdr Series TrustSPMD
- Share
- 1.9%
- Value
- $32m
- Shares
- 467,183
Held
- Ishares TRSUB
- Share
- 1.7%
- Value
- $29m
- Shares
- 270,064
+4%
- J P Morgan Exchange Traded FJPST
- Share
- 1.4%
- Value
- $23m
- Shares
- 446,878
+11%
- Vanguard MUN BD FDSVTEB
- Share
- 1.3%
- Value
- $22m
- Shares
- 435,897
+2%
- Spdr Series TrustSPSM
- Share
- 1.1%
- Value
- $19m
- Shares
- 328,118
Held
- Ishares TRACWI
- Share
- 0.5%
- Value
- $9m
- Shares
- 55,328
Held
- Ishares TRIVW
- Share
- 0.4%
- Value
- $7m
- Shares
- 51,830
-7%
- Ishares TRICSH
- Share
- 0.4%
- Value
- $7m
- Shares
- 136,954
+93%
- Ishares TRIWR
- Share
- 0.4%
- Value
- $6m
- Shares
- 56,124
Held
- Ishares TRIEFA
- Share
- 0.4%
- Value
- $6m
- Shares
- 62,437
Held
- Ishares TRIWF
- Share
- 0.2%
- Value
- $4m
- Shares
- 28,200
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $3m
- Shares
- 4,596
+3%
- Ishares TRIWD
- Share
- 0.2%
- Value
- $3m
- Shares
- 12,841
Held
- Ishares TRITOT
- Share
- 0.2%
- Value
- $3m
- Shares
- 17,712
Held
- Ishares TRSHY
- Share
- 0.1%
- Value
- $2m
- Shares
- 25,916
+3%
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $2m
- Shares
- 2,604
-19%
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $2m
- Shares
- 5,056
-6%
- Vanguard BD Index FDSBSV
- Share
- 0.1%
- Value
- $2m
- Shares
- 23,702
+4%
- Vanguard Index FDSVV
- Share
- 0.1%
- Value
- $2m
- Shares
- 5,328
Held
- Ishares TRAGG
- Share
- 0.1%
- Value
- $2m
- Shares
- 17,203
-25%
- Ishares TRIVE
- Share
- <0.1%
- Value
- $2m
- Shares
- 6,641
Held
- Ishares TREFA
- Share
- <0.1%
- Value
- $2m
- Shares
- 14,475
Held
- Ishares TRIWV
- Share
- <0.1%
- Value
- $1m
- Shares
- 3,372
Held
- Ishares TRQUAL
- Share
- <0.1%
- Value
- $1m
- Shares
- 5,760
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $1m
- Shares
- 1,673
+11%
- Ishares TRIWY
- Share
- <0.1%
- Value
- $1m
- Shares
- 3,562
-4%
- Ishares TRIWL
- Share
- <0.1%
- Value
- $974,680
- Shares
- 5,270
Held
- Ishares TRIWP
- Share
- <0.1%
- Value
- $950,393
- Shares
- 6,491
-11%
- Ishares TRIWO
- Share
- <0.1%
- Value
- $927,012
- Shares
- 2,353
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $808,062
- Shares
- 5,113
-14%
- Schwab Strategic TRSCHB
- Share
- <0.1%
- Value
- $794,227
- Shares
- 27,425
+3%
- Ishares TRIJK
- Share
- <0.1%
- Value
- $773,942
- Shares
- 6,587
Held
- Ishares TRAOR
- Share
- <0.1%
- Value
- $737,181
- Shares
- 10,607
Held
- Ishares TRIWB
- Share
- <0.1%
- Value
- $705,630
- Shares
- 1,723
Held
- Ishares TRGOVT
- Share
- <0.1%
- Value
- $688,280
- Shares
- 30,214
Held
- Ishares TRDVY
- Share
- <0.1%
- Value
- $679,817
- Shares
- 4,349
+9%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $672,627
- Shares
- 1,826
-14%
- Ishares TRIWN
- Share
- <0.1%
- Value
- $659,863
- Shares
- 2,983
Held
- Ishares TRIWS
- Share
- <0.1%
- Value
- $627,718
- Shares
- 3,814
Held
- Ishares TRACWX
- Share
- <0.1%
- Value
- $614,119
- Shares
- 8,069
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $612,859
- Shares
- 2,040
Held
- Ishares TRIUSB
- Share
- <0.1%
- Value
- $596,489
- Shares
- 12,925
Held
- Ishares TRUSIG
- Share
- <0.1%
- Value
- $561,542
- Shares
- 10,948
Held
- Spdr Series TrustSPAB
- Share
- <0.1%
- Value
- $540,319
- Shares
- 21,172
Held
- Vanguard Charlotte FDSBNDX
- Share
- <0.1%
- Value
- $514,232
- Shares
- 10,618
+5%
- Spdr Series TrustSPYV
- Share
- <0.1%
- Value
- $507,550
- Shares
- 8,349
+13%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 29.8% | $495m | 660,622 | Held |
| Victory Portfolios IIUBND | 11.2% | $186m | 8,561,595 | +5% |
| Ishares TRIXUS | 10.4% | $173m | 1,807,604 | +2% |
| Ishares TRIJH | 9.6% | $159m | 2,064,728 | +2% |
| Ishares TRIJR | 4.3% | $72m | 485,112 | Held |
| Spdr Series TrustSPYM | 3.9% | $65m | 737,949 | Held |
| Ishares TRISTB | 3.5% | $59m | 1,213,739 | +8% |
| Ishares TRMUB | 2.6% | $44m | 408,101 | +6% |
| Vanguard Star FDSVXUS | 2.6% | $44m | 510,479 | Held |
| Southern CompanySO | 2.2% | $36m | 373,857 | -4% |
| Ishares TRIAGG | 1.9% | $32m | 626,723 | +5% |
| Spdr Series TrustSPMD | 1.9% | $32m | 467,183 | Held |
| Ishares TRSUB | 1.7% | $29m | 270,064 | +4% |
| J P Morgan Exchange Traded FJPST | 1.4% | $23m | 446,878 | +11% |
| Vanguard MUN BD FDSVTEB | 1.3% | $22m | 435,897 | +2% |
| Spdr Series TrustSPSM | 1.1% | $19m | 328,118 | Held |
| Ishares TRACWI | 0.5% | $9m | 55,328 | Held |
| AppleAAPL | 0.5% | $8m | 27,142 | Held |
| Ishares TRIVW | 0.4% | $7m | 51,830 | -7% |
| Ishares TRICSH | 0.4% | $7m | 136,954 | +93% |
| Ishares TRIWR | 0.4% | $6m | 56,124 | Held |
| Ishares TRIEFA | 0.4% | $6m | 62,437 | Held |
| Raymond James FinancialRJF | 0.4% | $6m | 38,562 | Held |
| MicrosoftMSFT | 0.3% | $4m | 11,195 | Held |
| NvidiaNVDA | 0.2% | $4m | 20,713 | Held |
| Berkshire HathawayBRK-B | 0.2% | $4m | 7,263 | Held |
| Ishares TRIWF | 0.2% | $4m | 28,200 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $3m | 4,596 | +3% |
| Ishares TRIWD | 0.2% | $3m | 12,841 | Held |
| Ishares TRITOT | 0.2% | $3m | 17,712 | Held |
| Amazon.comAMZN | 0.2% | $3m | 12,187 | +2% |
| American Water Works CompanyAWK | 0.2% | $3m | 21,980 | Held |
| Pinnacle Financial PartnersPNFP | 0.2% | $3m | 26,957 | +984% |
| BroadcomAVGO | 0.1% | $2m | 6,040 | Held |
| Ishares TRSHY | 0.1% | $2m | 25,916 | +3% |
| CaterpillarCAT | 0.1% | $2m | 1,988 | Held |
| Invesco QQQ TRQQQ | 0.1% | $2m | 2,604 | -19% |
| Vanguard Index FDSVTI | 0.1% | $2m | 5,056 | -6% |
| Vanguard BD Index FDSBSV | 0.1% | $2m | 23,702 | +4% |
| Vanguard Index FDSVV | 0.1% | $2m | 5,328 | Held |
| AlphabetGOOG | 0.1% | $2m | 4,928 | Held |
| Ishares TRAGG | 0.1% | $2m | 17,203 | -25% |
| Jacobs SolutionsJ | 0.1% | $2m | 13,418 | Held |
| Johnson & JohnsonJNJ | 0.1% | $2m | 6,565 | Held |
| Eli LillyLLY | <0.1% | $2m | 1,381 | +2% |
| Ishares TRIVE | <0.1% | $2m | 6,641 | Held |
| Ishares TREFA | <0.1% | $2m | 14,475 | Held |
| Palo Alto NetworksPANW | <0.1% | $2m | 4,408 | Held |
| Ameris BancorpABCB | <0.1% | $1m | 16,283 | -2% |
| WalmartWMT | <0.1% | $1m | 12,739 | Held |
| Ishares TRIWV | <0.1% | $1m | 3,372 | Held |
| HCA HealthcareHCA | <0.1% | $1m | 3,588 | Held |
| AlphabetGOOGL | <0.1% | $1m | 3,628 | +7% |
| Home DepotHD | <0.1% | $1m | 3,606 | Held |
| Ishares TRQUAL | <0.1% | $1m | 5,760 | Held |
| AflacAFL | <0.1% | $1m | 10,014 | Held |
| Vanguard Index FDSVOO | <0.1% | $1m | 1,673 | +11% |
| Costco WholesaleCOST | <0.1% | $1m | 1,167 | Held |
| Ishares TRIWY | <0.1% | $1m | 3,562 | -4% |
| Ishares TRIWL | <0.1% | $974,680 | 5,270 | Held |
| Coca-ColaKO | <0.1% | $951,284 | 11,705 | Held |
| Ishares TRIWP | <0.1% | $950,393 | 6,491 | -11% |
| JPMorgan ChaseJPM | <0.1% | $946,812 | 2,893 | +5% |
| ExxonMobil HoldingsXOM | <0.1% | $938,904 | 6,867 | +3% |
| Ishares TRIWO | <0.1% | $927,012 | 2,353 | Held |
| AbbVieABBV | <0.1% | $919,432 | 3,654 | Held |
| 3MMMM | <0.1% | $918,253 | 5,671 | Held |
| MetroCity BanksharesMCBS | <0.1% | $897,250 | 25,000 | Held |
| General ElectricGE | <0.1% | $891,880 | 2,386 | Held |
| CelesticaCLS | <0.1% | $867,494 | 2,378 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $808,062 | 5,113 | -14% |
| Schwab Strategic TRSCHB | <0.1% | $794,227 | 27,425 | +3% |
| VisaV | <0.1% | $779,137 | 2,271 | -3% |
| Ishares TRIJK | <0.1% | $773,942 | 6,587 | Held |
| McDonald'sMCD | <0.1% | $754,493 | 2,791 | Held |
| Ishares TRAOR | <0.1% | $737,181 | 10,607 | Held |
| Ishares TRIWB | <0.1% | $705,630 | 1,723 | Held |
| GE VernovaGEV | <0.1% | $703,660 | 599 | +7% |
| Ishares TRGOVT | <0.1% | $688,280 | 30,214 | Held |
| Ishares TRDVY | <0.1% | $679,817 | 4,349 | +9% |
| RTXRTX | <0.1% | $674,439 | 3,555 | Held |
| Spdr Gold TRGLD | <0.1% | $672,627 | 1,826 | -14% |
| Ishares TRIWN | <0.1% | $659,863 | 2,983 | Held |
| Travelers CompaniesTRV | <0.1% | $638,620 | 1,935 | Held |
| Delta Air LinesDAL | <0.1% | $637,447 | 6,806 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $629,897 | 825 | -33% |
| Ishares TRIWS | <0.1% | $627,718 | 3,814 | Held |
| Ishares TRACWX | <0.1% | $614,119 | 8,069 | Held |
| Ishares TRIWM | <0.1% | $612,859 | 2,040 | Held |
| Bank of AmericaBAC | <0.1% | $611,597 | 10,734 | Held |
| Procter & GamblePG | <0.1% | $603,258 | 4,114 | Held |
| Ishares TRIUSB | <0.1% | $596,489 | 12,925 | Held |
| PepsiCoPEP | <0.1% | $564,529 | 4,169 | Held |
| Ishares TRUSIG | <0.1% | $561,542 | 10,948 | Held |
| UnitedHealth GroupUNH | <0.1% | $553,939 | 1,333 | Held |
| Waste ManagementWM | <0.1% | $551,274 | 2,473 | Held |
| Spdr Series TrustSPAB | <0.1% | $540,319 | 21,172 | Held |
| Warner Music GroupWMG | <0.1% | $536,536 | 19,820 | Held |
| Vanguard Charlotte FDSBNDX | <0.1% | $514,232 | 10,618 | +5% |
| Spdr Series TrustSPYV | <0.1% | $507,550 | 8,349 | +13% |
Showing the largest 100 of 158.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.8% since 30 June 2025.
Where the money is
Utilities2.4%
Technology1.5%
Financial services1.2%
Industrials0.6%
Health care0.5%
Retail & consumer0.4%
Everyday goods0.3%
Media & telecom0.3%
Energy0.1%
Materials0.0%
Other92.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.