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CAHABA WEALTH MANAGEMENT, INC.

13F
CAHABA WEALTH MANAGEMENT, INC.
Last update 2025-07-17 155 Stocks (15 new)
Value $1.29 Bil Turnover 3 %
Countries:
CAHABA WEALTH MANAGEMENT, INC.... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
603,722
374,851.2
-3.69%
29.130
-1.08%
0.060
+16.45%
+8.98%
642,461.0
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
1,543,357
153,101.0
-0.68%
11.900
-0.09%
0.120
+1.03%
+3.43%
128,074.0
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
1,689,642
130,626.3
-1.31%
10.150
-0.13%
0.280
+12.77%
+21.30%
47,202.7
 
IJH
iShares Core S&P Mid-Cap ETF
1,807,885
112,125.0
-4.73%
8.710
-0.43%
0.120
+12.58%
+3.00%
97,797.3
 
SPLG
SPDR Portfolio S&P 500 ETF
710,891
51,674.7
+20.37%
4.020
+0.68%
0.070
+16.48%
+8.96%
78,151.1
 
IJR
iShares Core S&P Small-Cap ETF
423,545
46,289.3
-5.94%
3.600
-0.23%
0.060
+12.87%
-1.86%
81,849.8
 
ISTB
iShares Core 1-5 Year USD Bond ETF
951,285
46,280.0
-1.50%
3.600
-0.06%
1.040
+1.29%
+3.56%
4,420.4
 
VXUS
Vanguard Total International Stock
502,935
34,747.8
+2.17%
2.700
+0.06%
0.040
+12.30%
+21.01%
93,859.7
 
MUB
iShares National Muni Bond ETF
315,235
32,935.8
-2.23%
2.560
-0.06%
0.080
+0.42%
-1.32%
37,825.3
 
SO
Southern Co
350,849
32,218.4
+9.70%
2.500
+0.22%
0.030
+5.22%
+17.36%
104,518.4
Utilities - Regulated

CAHABA WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

CAHABA WEALTH MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Reduce
Reduce
-1.08%
498.8 ($573.99) 620.9
$637.58
11.08%
Reduce -3.69%
603,722
-23,118
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+0.68%
58.41 ($67.22) 72.69
$74.65
11.05%
Add 20.37%
710,891
120,321
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-06-30
Add
Add
+0.47%
44.89 ($51.5) 54.38
$55.92
8.58%
Add 34.25%
433,645
110,641
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Reduce
Reduce
-0.43%
51.16 ($58.7) 62.02
$63.80
8.69%
Reduce -4.73%
1,807,885
-89,751
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
Add
Add
+0.38%
35.35 ($40.33) 42.68
$43.76
8.50%
Add 56.52%
314,664
113,621
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.23%
90.56 ($103.39) 109.49
$112.32
8.64%
Reduce -5.94%
423,545
-26,738
SO
Southern Co
2025-06-30
Add
Add
+0.22%
84.91 ($89.85) 92.56
$95.00
5.73%
Add 9.7%
350,849
31,023
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Add
Add
+0.19%
48.13 ($48.86) 49.85
$48.50
-0.74%
Add 16.22%
362,753
50,626
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-06-30
Add
Add
+0.15%
104.77 ($105.63) 106.34
$106.58
0.90%
Add 8.3%
235,731
18,076
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-06-30
Reduce
Reduce
-0.13%
62.37 ($72.96) 77.63
$79.00
8.28%
Reduce -1.31%
1,689,642
-22,471

CAHABA WEALTH MANAGEMENT, INC. Total Holding History ($B)

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CAHABA WEALTH MANAGEMENT, INC.'s Asset Allocation

To

CAHABA WEALTH MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CAHABA WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30

CAHABA WEALTH MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CAHABA WEALTH MANAGEMENT, INC.'s Holdings Heat Map

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