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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
+18.87%
+8.94%
642,209.1
 
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
+1.65%
+3.49%
128,152.2
 
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
+15.07%
+22.19%
47,549.2
 
IJH
iShares Core S&P Mid-Cap ETF
1,807,885
112,125.0
-4.73%
8.710
-0.43%
0.120
+16.09%
+3.97%
98,717.1
 
SPLG
SPDR Portfolio S&P 500 ETF
710,891
51,674.7
+20.37%
4.020
+0.68%
0.070
+18.80%
+8.87%
78,088.3
 
IJR
iShares Core S&P Small-Cap ETF
423,545
46,289.3
-5.94%
3.600
-0.23%
0.060
+17.04%
-0.26%
83,183.4
 
ISTB
iShares Core 1-5 Year USD Bond ETF
951,285
46,280.0
-1.50%
3.600
-0.06%
1.040
+1.67%
+3.63%
4,423.2
 
VXUS
Vanguard Total International Stock
502,935
34,747.8
+2.17%
2.700
+0.06%
0.040
+14.52%
+21.84%
94,497.9
 
MUB
iShares National Muni Bond ETF
315,235
32,935.8
-2.23%
2.560
-0.06%
0.080
+0.86%
-1.27%
37,843.6
 
SO
Southern Co
350,849
32,218.4
+9.70%
2.500
+0.22%
0.030
+5.27%
+17.52%
104,661.4
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
$637.33
11.04%
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
$74.59
10.96%
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
$56.45
9.61%
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
$64.40
9.71%
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
$44.47
10.27%
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
$114.15
10.41%
Reduce -5.94%
423,545
-26,738
SO
Southern Co
2025-06-30
Add
Add
+0.22%
84.91 ($89.85) 92.56
$95.13
5.88%
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
$48.54
-0.65%
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
$106.51
0.83%
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
$79.58
9.07%
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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