CAHABA WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0001716399 · ATLANTA, GA
As of Sep 30, 2025, CAHABA WEALTH MANAGEMENT, INC. reported 157 positions worth
CIK 0001716399 · ATLANTA, GA
As of Sep 30, 2025, CAHABA WEALTH MANAGEMENT, INC. reported 157 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 612,156 | $409.7M | 29.67% |
| VICTORY PORTFOLIOS II | — | — | 7,643,465 | 68.5M | 12.20% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 1,702,907 | 40.6M | 10.18% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,872,038 | 22.2M | 8.85% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 714,392 | $56.0M | 4.05% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 439,609 | $52.2M | 3.78% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 997,635 | $48.7M | 3.53% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 503,966 | $37.0M | 2.68% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 339,367 | $36.1M | 2.62% |
| SOUTHERN CO | SO | Utilities | 343,359 | $32.5M | 2.36% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 539,223 | $27.6M | 2.00% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 246,274 | $26.3M | 1.90% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 437,504 | $25.0M | 1.81% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 361,442 | 8.1M | 1.31% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 349,833 | 7.7M | 1.29% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 317,025 | 4.7M | 1.06% |
| ISHARES MSCI ACWI ETF | ACWI | — | 58,884 | $8.1M | 0.59% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 42,254 | $7.3M | 0.53% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 56,769 | $6.9M | 0.50% |
| APPLE INC | AAPL | Technology | 23,860 | $6.1M | 0.44% |
| MICROSOFT CORP | MSFT | Technology | 11,366 | $5.9M | 0.43% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 57,675 | $5.6M | 0.40% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 62,980 | $5.5M | 0.40% |
| NVIDIA CORP | NVDA | Technology | 19,767 | $3.7M | 0.27% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,291 | $3.7M | 0.27% |