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Latest Cahaba Wealth Management, Inc. Stock Portfolio

$1.66Billion | No. of Holdings #169

Cahaba Wealth Management, Inc. Performance

2026 Q3-1.62%
YTD+6.14%
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 2026-10-26, 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 Sep, 2026. <br><br> The top stock holdings of CAHABA WEALTH MANAGEMENT, INC. are IJR, MDCP, IBCE. The fund has invested 30.6% of it's portfolio in ISHARES TR and 11% of portfolio in VICTORY PORTFOLIOS II. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and COMMUNITY HEALTH SYS INC NEW (CYH) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD WORLD FD (VAW) and VANGUARD TAX-MANAGED FDS (VEA). CAHABA WEALTH MANAGEMENT, INC. opened new stock positions in EXXONMOBIL HOLDINGS CORP, VANGUARD INTL EQUITY INDEX F (VEU) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), SPDR SERIES TRUST (BIL) and ADVANCED MICRO DEVICES INC (AMD).
Cahaba Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$1.66Billion
  as of Oct 26, 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 -1.62% in the last quarter. In trailing 12 months, it's portfolio return was 7.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,151,480
vanguard intl equity index f485,342
schwab strategic tr324,818
dnp select income fd inc314,586
space exploration techn corp308,509
schwab strategic tr265,609
target corp231,870
thermo fisher scientific inc227,528
New stocks bought by Cahaba Wealth Management, Inc.

Additions

Ticker% Inc.
ishares tr43.91
spdr series trust42.22
advanced micro devices inc38.87
vanguard specialized funds37.96
j p morgan exchange traded f24.07
state str spdr s&p 500 etf t19.95
meta platforms inc18.97
chevron corporation16.24
Additions to existing portfolio by Cahaba Wealth Management, Inc.

Reductions

Ticker% Reduced
ishares tr-59.57
vanguard world fd-54.08
vanguard tax-managed fds-17.84
microchip technology inc.-12.89
spdr series trust-11.86
ishares tr-6.51
hubbell inc-5.59
vanguard index fds-4.38
Cahaba Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
community health sys inc new-367,400
exxon mobil corp-938,904
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
Utilities2.1
Technology1.7

Market Cap. Distribution

CAHABA WEALTH MANAGEMENT, INC. has about 6.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED93.4
LARGE-CAP3.3
MEGA-CAP3.1

Stocks belong to which Index?

About 6.2% of the stocks held by CAHABA WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.6
S&P 5006.2
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
37.4 %
MSFT
microsoft corp
36.7 %
trekor metals ltd
29.5 %
META
meta platforms inc
25.9 %
DELL
dell technologies inc
24.3 %
Top 5 Winners ($)$
IJR
ishares tr
11.2 M
MSFT
microsoft corp
1.6 M
BIL
spdr series trust
1.4 M
AAPL
apple inc
1.2 M
NVDA
nvidia corporation
0.6 M
Top 5 Losers (%)%
CAT
caterpillar inc
-23.7 %
HD
home depot inc
-19.2 %
ge vernova inc
-19.1 %
GE
ge aerospace
-16.5 %
GALT
galectin therapeutics inc
-16.4 %
Top 5 Losers ($)$
IJR
ishares tr
-10.7 M
MDCP
victory portfolios ii
-9.3 M
IJR
ishares tr
-5.9 M
SO
southern co
-4.7 M
AAXJ
ishares tr
-2.7 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 169 stocks in it's portfolio. About 79.8% 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.

$1.66BTotal Value
171Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Cahaba Wealth Management, Inc., last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
2.59%425,586
$43.03M
2.59%
increased 4.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
1.77%282,183
$29.50M
1.77%
increased 4.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.52%54,628
$8.67M
0.52%
decreased 1.27 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.04%8,069
$610.2K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.03%11,082
$539.8K
0.03%
increased 1.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.03%5,185
$464.7K
0.03%
increased 1.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.01%1,133
$234.8K
0.01%
increased 0.09 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Cahaba Wealth Management, Inc.'s holding in Tidal Trust I over time
0.03%2,916
$448.0K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.6%197,092
$9.93M
0.6%
increased 43.91 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
0.04%13,035
$574.7K
0.04%
increased 0.85 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Cahaba Wealth Management, Inc.'s holding in Ishares Tr over time
1.93%652,368
$32.10M
1.93%
increased 4.09 percentadded