Investor
CAHABA WEALTH MANAGEMENT, INC.
CIK 0001716399 · filed 2026-04-29 · SEC filing
13F book
$1.47B
Positions
153
10 new · 13 sold
Largest name
28.8%
Ishares Tr
Est. mark
−$16.3M
Price effect on 143 names still held. Flow $52.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 649.3K | $424.1M | 28.8% | −$19.8M | Added−$3.75M |
| Victory Portfolios Ii | — | 8.18M | $178.1M | 12.1% | −$1.73M | Added$5.16M |
| Ishares Tr | — | 1.77M | $153.2M | 10.4% | $3.51M | Added$4.85M |
| Ishares Tr | — | 2.02M | $136.5M | 9.3% | $3M | Added$7.21M |
| Ishares Tr | — | 477.7K | $59.4M | 4.0% | $1.9M | Added$3.98M |
| Spdr Series Trust | — | 740.7K | $56.7M | 3.8% | −$2.65M | Added−$1.08M |
| Ishares Tr | — | 1.13M | $54.7M | 3.7% | −$308.7K | Added$2.8M |
| Ishares Tr | — | 383.4K | $40.7M | 2.8% | −$337K | Added$3.11M |
| Vanguard Star Fds | — | 512.8K | $39.5M | 2.7% | $849.3K | Added$1.17M |
| Southern Co | — | 389.6K | $37.6M | 2.6% | $3.17M | Added$7.98M |
| Ishares Tr | — | 597.9K | $29.9M | 2.0% | $17.3K | Added$1.09M |
| Spdr Series Trust | — | 470K | $27.8M | 1.9% | $591.8K | Added$1.68M |
| Ishares Tr | — | 259.1K | $27.6M | 1.9% | −$51.8K | Cut−$312.4K |
| Vanguard Mun Bd Fds | — | 425.9K | $21.2M | 1.4% | −$169.4K | Added−$48.9K |
| J P Morgan Exchange Traded F | — | 403.1K | $20.4M | 1.4% | $7.45K | Added$1.57M |
| Spdr Series Trust | — | 332.1K | $16M | 1.1% | $475.9K | Added$771.4K |
| Ishares Tr | — | 56.2K | $7.77M | 0.5% | −$175.3K | Cut−$558.9K |
| Apple Inc. | AAPL | 27K | $6.85M | 0.5% | −$473.9K | Added−$277.5K |
| Ishares Tr | — | 55.8K | $6.31M | 0.4% | −$564.6K | Added−$542.4K |
| Ishares Tr | — | 62K | $5.61M | 0.4% | $66.3K | Cut−$57.8K |
| Raymond James Finl Inc | — | 38.6K | $5.58M | 0.4% | −$604.9K | Added−$565.3K |
| Ishares Tr | — | 56.3K | $5.47M | 0.4% | $54.1K | Cut−$105.1K |
| Microsoft Corp | MSFT | 11.1K | $4.1M | 0.3% | −$1.26M | Cut−$1.27M |
| Ishares Tr | — | 71K | $3.59M | 0.2% | $783 | Added$2.62M |
| Nvidia Corp | NVDA | 20.5K | $3.57M | 0.2% | −$247.7K | Cut−$481.4K |
| Berkshire Hathaway Inc Del | — | 7.2K | $3.45M | 0.2% | −$168K | Added−$150.2K |
| Ishares Tr | — | 7.04K | $3M | 0.2% | −$330.4K | Cut−$377.8K |
| American Wtr Wks Co Inc New | — | 21.7K | $2.96M | 0.2% | $119.6K | Added$168.3K |
| Spdr S&P 500 Etf Tr | — | 4.45K | $2.9M | 0.2% | −$141K | Cut−$168.9K |
| Ishares Tr | — | 13.1K | $2.8M | 0.2% | $43.7K | Cut−$23.4K |
| Ishares Tr | — | 17.7K | $2.52M | 0.2% | −$69.8K | Added$866.2K |
| Amazon Com Inc | AMZN | 11.9K | $2.49M | 0.2% | −$264.8K | Added−$223.2K |
| Ishares Tr | — | 23K | $2.29M | 0.2% | −$10.4K | Added$570.8K |
| Ishares Tr | — | 25.1K | $2.07M | 0.1% | −$6.24K | Added$4.74K |
| Broadcom Inc. | AVGO | 5.97K | $1.85M | 0.1% | −$218.6K | Cut−$289.5K |
| Invesco Qqq Tr | — | 3.2K | $1.85M | 0.1% | −$94.6K | Added$286.9K |
| Vanguard Bd Index Fds | — | 22.8K | $1.79M | 0.1% | −$9.04K | Added$2.4K |
| Vanguard Index Fds | — | 5.36K | $1.72M | 0.1% | −$76.4K | Added−$54.3K |
| Jacobs Solutions Inc. | J | 13.4K | $1.71M | 0.1% | −$69.5K | Held |
| HCA Healthcare, Inc. | HCA | 3.59K | $1.7M | 0.1% | $22.9K | Added$24.3K |
| Walmart Inc. | WMT | 13K | $1.61M | 0.1% | $139K | Added$410.1K |
| Vanguard Index Fds | — | 5.33K | $1.59M | 0.1% | −$84.9K | Cut−$99.4K |
| Johnson & Johnson | JNJ | 6.47K | $1.58M | 0.1% | $206K | Added$443.1K |
| Ishares Tr | — | 6.67K | $1.41M | 0.1% | −$6.08K | Cut−$113.8K |
| Caterpillar Inc | CAT | 1.98K | $1.4M | 0.1% | $268.2K | Cut$249.9K |
| Alphabet Inc | — | 4.86K | $1.4M | 0.1% | −$131.2K | Cut−$167.6K |
| Ishares Tr | — | 14.3K | $1.39M | 0.1% | $15.7K | Cut−$44.8K |
| Ameris Bancorp | ABCB | 16.7K | $1.3M | 0.1% | $61.8K | Added$64.1K |
| Ishares Tr | — | 3.37K | $1.25M | 0.1% | −$54.1K | Added−$37.4K |
| Eli Lilly & Co | LLY | 1.35K | $1.24M | 0.1% | −$207.6K | Added−$197.5K |
| Costco Whsl Corp New | — | 1.17K | $1.17M | 0.1% | $157.1K | Cut$153.7K |
| Home Depot, Inc. | HD | 3.54K | $1.16M | 0.1% | −$46.9K | Added$98.8K |
| Exxon Mobil Corp | — | 6.67K | $1.13M | 0.1% | $324.4K | Added$341K |
| Aflac Inc | AFL | 10K | $1.1M | 0.1% | −$5.61K | Added$2.29K |
| Ishares Tr | — | 5.69K | $1.09M | 0.1% | −$38.6K | Cut−$52.3K |
| Alphabet Inc | — | 3.4K | $979.2K | 0.1% | −$81.9K | Added−$28.7K |
| Ishares Tr | — | 7.26K | $929.8K | 0.1% | −$64K | Cut−$81.9K |
| Ishares Tr | — | 3.72K | $926.1K | 0.1% | −$97K | Added−$29.5K |
| Spdr Gold Tr | — | 2.13K | $915.2K | 0.1% | $72.2K | Cut$25.8K |
| Vanguard Index Fds | — | 1.5K | $898.2K | 0.1% | −$37.5K | Added$106.6K |
| Coca Cola Co | KO | 11.7K | $893.5K | 0.1% | $67.6K | Added$123.4K |
| Vanguard Whitehall Fds | — | 5.92K | $877K | 0.1% | $23.1K | Added$150.5K |
| Mcdonalds Corp | MCD | 2.78K | $863.2K | 0.1% | $14.6K | Cut−$17.5K |
| Ishares Tr | — | 5.27K | $845.6K | 0.1% | −$53.5K | Added−$53.4K |
| 3M CO | MMM | 5.65K | $821.1K | 0.1% | −$83.5K | Added−$78K |
| Jpmorgan Chase & Co. | — | 2.75K | $809.6K | 0.1% | −$70.8K | Added−$3.99K |
| AbbVie Inc. | ABBV | 3.62K | $786.7K | 0.1% | −$39.7K | Added−$36.8K |
| Ishares Tr | — | 2.35K | $737.6K | 0.1% | −$21.4K | Held |
| Palo Alto Networks Inc | PANW | 4.49K | $719.5K | 0.0% | −$105.4K | Added−$93.2K |
| MetroCity Bankshares, Inc. | MCBS | 25K | $716.8K | 0.0% | $53.3K | Held |
| Visa Inc. | V | 2.35K | $710.2K | 0.0% | −$113.9K | Cut−$126.8K |
| Schwab Strategic Tr | — | 27.8K | $688K | 0.0% | $6.03K | Added$483.8K |
| Ishares Tr | — | 29.9K | $685.9K | 0.0% | −$3.43K | Added$530 |
| Ishares Tr | — | 10.6K | $682.5K | 0.0% | −$6.69K | Added$26.1K |
| RTX Corp | RTX | 3.54K | $682.4K | 0.0% | $33.6K | Cut$8.83K |
| At&T Inc | — | 23.5K | $682.3K | 0.0% | $97.7K | Cut−$584K |
| Ge Aerospace | — | 2.36K | $670.2K | 0.0% | −$40.9K | Added$150.3K |
| Schwab Strategic Tr | — | 26.7K | $670.1K | 0.0% | −$30.1K | Added−$28.4K |
| Celestica Inc | CLS | 2.38K | $669.8K | 0.0% | −$33.1K | Held |
| Ishares Tr | — | 6.63K | $667.2K | 0.0% | $24.8K | Held |
| Pepsico Inc | PEP | 4.16K | $646.5K | 0.0% | $48.9K | Cut$45.6K |
| Ishares Tr | — | 1.72K | $614K | 0.0% | −$28.9K | Added−$28.6K |
| Ishares Tr | — | 4.01K | $606.7K | 0.0% | $40.9K | Added$43.9K |
| Ishares Tr | — | 13.1K | $604.9K | 0.0% | −$4.6K | Added−$1.41K |
| Procter And Gamble Co | PG | 4.08K | $589.9K | 0.0% | $4.64K | Cut−$54.3K |
| Waste Mgmt Inc Del | — | 2.48K | $569.2K | 0.0% | $24.9K | Cut−$8.02K |
| Ishares Tr | — | 2.97K | $563.5K | 0.0% | $25K | Cut$17.4K |
| Travelers Companies, Inc. | TRV | 1.91K | $557.5K | 0.0% | $2.98K | Added$18.1K |
| Ishares Tr | — | 10.8K | $554.2K | 0.0% | −$5.83K | Added−$1.58K |
| Ishares Tr | — | 3.77K | $549.1K | 0.0% | $17.6K | Cut$6K |
| Ishares Tr | — | 7.98K | $546.4K | 0.0% | $10.6K | Cut−$3.93K |
| Spdr Series Trust | — | 21K | $539.1K | 0.0% | −$2.71K | Added$3.49K |
| Bank America Corp | — | 10.7K | $522K | 0.0% | −$66.2K | Added−$60.1K |
| Deere & Co | DE | 907 | $511K | 0.0% | $76.6K | Added$146.4K |
| Ishares Tr | — | 2.04K | $506.8K | 0.0% | $3.73K | Added$26.8K |
| Warner Music Group Corp. | WMG | 19.7K | $502.7K | 0.0% | — | New |
| GE Vernova Inc. | GEV | 558 | $486.8K | 0.0% | $84.5K | Added$235.4K |
| Vanguard Charlotte Fds | — | 10.1K | $484.1K | 0.0% | −$2.71K | Cut−$24.8K |
| Crowdstrike Hldgs Inc | — | 1.24K | $482.3K | 0.0% | −$92.5K | Added−$71K |
| Ishares Tr | — | 5.08K | $481.9K | 0.0% | −$1.36K | Added$1.96K |
| Chevron Corp New | CVX | 2.32K | $480.7K | 0.0% | $107.1K | Added$181.3K |
| Oracle Corp | — | 3.13K | $460.6K | 0.0% | −$148.6K | Added−$145.4K |
| Vanguard Scottsdale Fds | — | 5.51K | $456K | 0.0% | −$3.27K | Added$181.7K |
| Nextera Energy Inc | — | 4.89K | $454.4K | 0.0% | $60.5K | Added$68.6K |
| Delta Air Lines Inc Del | DAL | 6.79K | $451.4K | 0.0% | −$19.8K | Added−$18.4K |
| Vanguard Specialized Funds | — | 2.04K | $439.4K | 0.0% | −$9.61K | Added−$8.32K |
| Spdr Series Trust | — | 7.36K | $416.4K | 0.0% | −$1.69K | Held |
| Quanta Svcs Inc | — | 755 | $414.5K | 0.0% | — | New |
| Ishares Tr | — | 3.13K | $368.6K | 0.0% | −$35.1K | Added−$33.3K |
| Tidal Trust I | — | 2.9K | $362.4K | 0.0% | −$21.2K | Added−$19.6K |
| Unitedhealth Group Inc | UNH | 1.32K | $357.6K | 0.0% | −$78.8K | Cut−$90.4K |
| Meta Platforms, Inc. | META | 624 | $357.2K | 0.0% | −$46.7K | Added$4.79K |
| Tesla, Inc. | TSLA | 910 | $338.2K | 0.0% | −$62.3K | Added−$21K |
| Vanguard Index Fds | — | 1.15K | $331.3K | 0.0% | −$3.56K | Cut−$7.04K |
| Spdr Series Trust | — | 3.37K | $329.5K | 0.0% | −$29.6K | Cut−$56.7K |
| Abbott Labs | ABT | 3.13K | $321K | 0.0% | −$70.7K | Cut−$79.8K |
| Amentum Holdings, Inc. | AMTM | 12.1K | $314.9K | 0.0% | −$35.3K | Held |
| Schwab Strategic Tr | — | 10.8K | $313.7K | 0.0% | — | New |
| Lockheed Martin Corp | LMT | 519 | $313.5K | 0.0% | $62.6K | Cut$52K |
| Lowes Cos Inc | — | 1.3K | $306.6K | 0.0% | −$6.41K | Cut−$6.65K |
| J P Morgan Exchange Traded F | — | 5.97K | $304.5K | 0.0% | $222 | Cut−$8.13K |
| Cheniere Energy, Inc. | LNG | 1.02K | $290.7K | 0.0% | — | New |
| Mastercard Inc | MA | 555 | $277.2K | 0.0% | −$39.3K | Added−$38.8K |
| Dominion Energy, Inc | D | 4.48K | $276.8K | 0.0% | $14.1K | Added$21.8K |
| Merck & Co., Inc. | MRK | 2.28K | $274.2K | 0.0% | $34.2K | Cut$21.5K |
| Williams Sonoma Inc | WSM | 1.49K | $272K | 0.0% | $5.58K | Held |
| Vanguard Index Fds | — | 1.38K | $271.1K | 0.0% | $7.17K | Added$7.56K |
| Cisco Sys Inc | — | 3.4K | $264.2K | 0.0% | $1.89K | Cut$731 |
| Asml Holding N V | — | 194 | $256.6K | 0.0% | — | New |
| Goldman Sachs Group Inc | — | 303 | $256.5K | 0.0% | −$9.88K | Cut−$28.3K |
| Hubbell Inc | HUBB | 518 | $254.1K | 0.0% | — | New |
| Schwab Strategic Tr | — | 8.66K | $252.4K | 0.0% | −$30.2K | Added−$29.9K |
| Ea Series Trust | — | 2.15K | $250.6K | 0.0% | — | New |
| Ishares Tr | — | 1.14K | $249.6K | 0.0% | $4.47K | Added$12.1K |
| BlackRock, Inc. | BLK | 257 | $247.6K | 0.0% | −$27.9K | Cut−$32.2K |
| Eaton Corp Plc | ETN | 687 | $245.8K | 0.0% | $26.9K | Cut$1.09K |
| Gallagher Arthur J & Co | — | 1.13K | $245.2K | 0.0% | −$45.3K | Added−$32.5K |
| Fidelity Merrimack Str Tr | — | 4.7K | $233.3K | 0.0% | −$2.83K | Held |
| Taseko Mines Ltd | — | 36.1K | $233.1K | 0.0% | $28.5K | Held |
| Ishares Silver Tr | — | 3.37K | $229.9K | 0.0% | $12.6K | Cut−$57.9K |
| Ishares Tr | — | 1.26K | $229.2K | 0.0% | −$23.1K | Held |
| Amgen Inc | AMGN | 637 | $224.1K | 0.0% | $15.5K | Cut−$6.71K |
| Philip Morris Intl Inc | — | 1.32K | $219.1K | 0.0% | $6.5K | Added$9.8K |
| Vanguard Index Fds | — | 1.17K | $215.3K | 0.0% | $8.21K | Cut$583 |
| Pinnacle Finl Partners Inc Com | — | 2.49K | $214.1K | 0.0% | — | New |
| Sysco Corp | SYY | 2.98K | $212.8K | 0.0% | −$7.01K | Added−$6.23K |
| Schwab Strategic Tr | — | 6.25K | $206.1K | 0.0% | — | New |
| Marsh & Mclennan Cos Inc | — | 1.17K | $203.7K | 0.0% | −$14.2K | Cut−$30.7K |
| Cincinnati Finl Corp | — | 1.27K | $200.4K | 0.0% | −$7.57K | Added−$5.69K |
| Fs Kkr Cap Corp | — | 18.3K | $185.8K | 0.0% | −$84.5K | Held |
| Fs Specialty Lending Fd | — | 14.7K | $184.3K | 0.0% | — | New |
| Nuveen Pfd & Income Opportun | — | 12.1K | $91.3K | 0.0% | −$6.9K | Held |
| Galectin Therapeutics Inc | GALT | 21K | $58.6K | 0.0% | −$28.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.