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CAHABA WEALTH MANAGEMENT, INC.

hedge fundUpdated 10 days ago

Managed by Cahaba Wealth Management, Inc. • Latest filing Q3 2026

Portfolio value
$1.7B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$1.4B
Q1 2026$1.5B
Q2 2026$1.7B
Q3 2026$1.7B

Top holdings

169 positions as of Q3 2026

View filing
E

ISHARES TR

+0.7%
Value
$509.4M
Shares
665.1K
% Port
30.65%
?
2.N/A

VICTORY PORTFOLIOS II

+3.5%
Value
$183M
Shares
8.86M
% Port
11.01%
E

ISHARES TR

+0.2%
Value
$172M
Shares
1.81M
% Port
10.35%
E

ISHARES TR

+1.2%
Value
$150.3M
Shares
2.09M
% Port
9.04%
S

SPDR SERIES TRUST

-0.0%
Value
$66.2M
Shares
737.8K
% Port
3.98%
E

ISHARES TR

-0.2%
Value
$65.8M
Shares
484.0K
% Port
3.96%
E

ISHARES TR

+6.7%
Value
$61.2M
Shares
1.29M
% Port
3.68%
V

VANGUARD STAR FDS

+0.1%
Value
$43.4M
Shares
511.1K
% Port
2.61%
E

ISHARES TR

+4.3%
Value
$43M
Shares
425.6K
% Port
2.59%
E

ISHARES TR

+4.1%
Value
$32.1M
Shares
652.4K
% Port
1.93%
S

SOUTHERN CO

-2.2%
Value
$30.3M
Shares
365.6K
% Port
1.82%
S

SPDR SERIES TRUST

+0.7%
Value
$29.7M
Shares
470.4K
% Port
1.78%
E

ISHARES TR

+4.5%
Value
$29.5M
Shares
282.2K
% Port
1.77%
J

J P MORGAN EXCHANGE TRADED F

+11.4%
Value
$25.1M
Shares
497.7K
% Port
1.51%
V

VANGUARD MUN BD FDS

+6.7%
Value
$22M
Shares
465.1K
% Port
1.33%
A

SPDR SERIES TRUST

-0.8%
Value
$17.2M
Shares
325.7K
% Port
1.04%
E

ISHARES TR

+43.9%
Value
$9.9M
Shares
197.1K
% Port
0.60%
A

APPLE INC

+5.8%
Value
$9.6M
Shares
28.7K
% Port
0.58%
B

ISHARES TR

-1.3%
Value
$8.7M
Shares
54.6K
% Port
0.52%
E

ISHARES TR

-1.2%
Value
$7.3M
Shares
51.2K
% Port
0.44%

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