Cahaba Wealth Management, Inc. 13F Holdings · Q2 2026
Cahaba Wealth Management, Inc. reported 158 securities worth $1.66B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (29.84%), UBND (11.22%), IXUS (10.41%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $494.7M | 29.84% | 660,622 | Added |
| 2 | UBND | VICTORY PORTFOLIOS II | $186.0M | 11.22% | 8.6M | Added |
| 3 | IXUS | ISHARES TR | $172.5M | 10.41% | 1.8M | Added |
| 4 | IJH | ISHARES TR | $159.2M | 9.60% | 2.1M | Added |
| 5 | IJR | ISHARES TR | $71.9M | 4.34% | 485,112 | Added |
| 6 | SPYM | SPDR SERIES TRUST | $64.9M | 3.91% | 737,949 | Trimmed |
| 7 | ISTB | ISHARES TR | $58.6M | 3.53% | 1.2M | Added |
| 8 | MUB | ISHARES TR | $43.9M | 2.65% | 408,101 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $43.6M | 2.63% | 510,479 | Trimmed |
| 10 | SO | SOUTHERN CO | $35.8M | 2.16% | 373,857 | Trimmed |
| 11 | IAGG | ISHARES TR | $31.7M | 1.91% | 626,723 | Added |
| 12 | SPMD | SPDR SERIES TRUST | $31.6M | 1.90% | 467,183 | Trimmed |
| 13 | SUB | ISHARES TR | $28.8M | 1.73% | 270,064 | Added |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $22.6M | 1.36% | 446,878 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $22.0M | 1.33% | 435,897 | Added |
| 16 | SPSM | SPDR SERIES TRUST | $18.9M | 1.14% | 328,118 | Trimmed |
| 17 | ACWI | ISHARES TR | $8.7M | 0.52% | 55,328 | Trimmed |
| 18 | AAPL | APPLE INC | $7.9M | 0.47% | 27,142 | Added |
| 19 | IVW | ISHARES TR | $7.1M | 0.43% | 51,830 | Trimmed |
| 20 | ICSH | ISHARES TR | $6.9M | 0.42% | 136,954 | Added |
| 21 | IWR | ISHARES TR | $6.2M | 0.37% | 56,124 | Trimmed |
| 22 | IEFA | ISHARES TR | $6.0M | 0.36% | 62,437 | Added |
| 23 | RJF | RAYMOND JAMES FINL INC | $5.9M | 0.35% | 38,562 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $4.2M | 0.25% | 11,195 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $4.1M | 0.25% | 20,713 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR