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Latest Cahaba Wealth Management, Inc. Stock Portfolio

$1.66Billion | No. of Holdings #158

Cahaba Wealth Management, Inc. Performance

2026 Q2+9.09%
YTD+7.89%
2025+10.77%

About Cahaba Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

CAHABA WEALTH MANAGEMENT, INC. is a hedge fund based in Atlanta, GA. On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, CAHABA WEALTH MANAGEMENT, INC. reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of CAHABA WEALTH MANAGEMENT, INC. are IJR, MDCP, IBCE. The fund has invested 29.8% of it's portfolio in ISHARES TR and 11.2% of portfolio in VICTORY PORTFOLIOS II. <br><br> The fund managers got completely rid off QUANTA SVCS INC (PWR), SCHWAB STRATEGIC TR (FNDA) and TASEKO MINES LTD (TGB) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD SCOTTSDALE FDS (BNDW) and CROWDSTRIKE HLDGS INC (CRWD). CAHABA WEALTH MANAGEMENT, INC. opened new stock positions in VANGUARD WORLD FD (VAW), ISHARES TR (DMXF) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to PINNACLE FINL PARTNERS INC, ISHARES TR (IJR) and VANGUARD INDEX FDS (VB).
Cahaba Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$1.66Billion
  as of Jul 31, 2026

Cahaba Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that CAHABA WEALTH MANAGEMENT, INC. made a return of 9.09% in the last quarter. In trailing 12 months, it's portfolio return was 14.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard world fd497,632
ishares tr495,213
advanced micro devices inc381,077
community health sys inc new367,400
vanguard tax-managed fds360,228
dell technologies inc335,811
intel corp309,700
vanguard index fds302,778
New stocks bought by Cahaba Wealth Management, Inc.

Additions

Ticker% Inc.
pinnacle finl partners inc984
ishares tr300
vanguard index fds290
ishares tr92.98
ea series trust32.06
spdr series trust13.45
schwab strategic tr12.14
vanguard index fds11.31
Additions to existing portfolio by Cahaba Wealth Management, Inc.

Reductions

Ticker% Reduced
schwab strategic tr-60.26
vanguard scottsdale fds-37.93
crowdstrike hldgs inc-33.2
ishares tr-25.3
invesco qqq tr-18.57
deere & co-15.21
spdr gold tr-14.15
vanguard whitehall fds-13.66
Cahaba Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
taseko mines ltd-233,064
fs specialty lending fd-184,291
schwab strategic tr-313,734
schwab strategic tr-206,112
ishares silver tr-229,912
marsh & mclennan cos inc-203,676
quanta svcs inc-414,515
Cahaba Wealth Management, Inc. got rid off the above stocks

Sector Distribution

CAHABA WEALTH MANAGEMENT, INC. has about 93.4% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
Sector%
Others93.4
Utilities2.4
Technology1.4

Market Cap. Distribution

CAHABA WEALTH MANAGEMENT, INC. has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED93.4
LARGE-CAP3.6
MEGA-CAP2.9

Stocks belong to which Index?

About 6.3% of the stocks held by CAHABA WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.5
S&P 5006.3
Top 5 Winners (%)%
PANW
palo alto networks inc
111.7 %
CRWD
crowdstrike hldgs inc
79.7 %
GALT
galectin therapeutics inc
66.3 %
UNH
unitedhealth group inc
53.3 %
CSCO
cisco sys inc
51.1 %
Top 5 Winners ($)$
IJR
ishares tr
62.7 M
IJR
ishares tr
19.6 M
IBCE
ishares tr
15.7 M
IJR
ishares tr
11.6 M
BIL
spdr series trust
8.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.7 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.4 %
amentum holdings inc
-20.7 %
XOM
exxon mobil corp
-19.2 %
Top 5 Losers ($)$
IJR
ishares tr
-5.3 M
VB
vanguard index fds
-0.6 M
MDCP
victory portfolios ii
-0.5 M
SO
southern co
-0.3 M
HCA
hca healthcare inc
-0.3 M

Cahaba Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cahaba Wealth Management, Inc.

CAHABA WEALTH MANAGEMENT, INC. has 158 stocks in it's portfolio. About 80.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CAHABA WEALTH MANAGEMENT, INC. last quarter.

$1.66BTotal Value
165Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cahaba Wealth Management, Inc., last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
2.65%408,101
$43.92M
2.65%
increased 6.44 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
1.73%270,064
$28.75M
1.73%
increased 4.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.52%55,328
$8.68M
0.52%
decreased 1.52 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.04%8,069
$614.1K
0.04%
increased 1.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.03%10,948
$561.5K
0.03%
increased 1.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.03%5,129
$484.8K
0.03%
increased 1.06 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.02%1,132
$274.4K
0.02%
decreased 0.79 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Cahaba Wealth Management, Inc.'s holding in Tidal Trust I over time
0.03%2,916
$434.1K
0.03%
increased 0.45 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.42%136,954
$6.93M
0.42%
increased 92.98 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.04%12,925
$596.5K
0.04%
decreased 1.31 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
1.91%626,723
$31.71M
1.91%
increased 4.83 percentadded