Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAHABA WEALTH MANAGEMENT, INC. (CIK 1716399) reported $1.47B across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($424.1M, 28.79%), UBND ($178.1M, 12.09%), IXUS ($153.2M, 10.40%), IJH ($136.5M, 9.26%), IJR ($59.4M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $424.1M | 28.79% | 649,315 | Added |
| 2 | UBND | VICTORY PORTFOLIOS II | $178.1M | 12.09% | 8.2M | Added |
| 3 | IXUS | ISHARES TR | $153.2M | 10.40% | 1.8M | Added |
| 4 | IJH | ISHARES TR | $136.5M | 9.26% | 2.0M | Added |
| 5 | IJR | ISHARES TR | $59.4M | 4.03% | 477,743 | Added |
| 6 | SPLG | SPDR SERIES TRUST | $56.7M | 3.85% | 740,721 | Added |
| 7 | ISTB | ISHARES TR | $54.7M | 3.71% | 1.1M | Added |
| 8 | MUB | ISHARES TR | $40.7M | 2.76% | 383,426 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $39.5M | 2.68% | 512,768 | Added |
| 10 | SO | SOUTHERN CO | $37.6M | 2.55% | 389,578 | Added |
| 11 | IAGG | ISHARES TR | $29.9M | 2.03% | 597,871 | Added |
| 12 | SPMD | SPDR SERIES TRUST | $27.8M | 1.89% | 470,043 | Added |
| 13 | SUB | ISHARES TR | $27.6M | 1.87% | 259,110 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $21.2M | 1.44% | 425,853 | Added |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $20.4M | 1.38% | 403,114 | Added |
| 16 | SPSM | SPDR SERIES TRUST | $16.0M | 1.09% | 332,052 | Added |
| 17 | ACWI | ISHARES TR | $7.8M | 0.53% | 56,181 | Trimmed |
| 18 | AAPL | APPLE INC | $6.9M | 0.47% | 27,000 | Added |
| 19 | IVW | ISHARES TR | $6.3M | 0.43% | 55,828 | Added |
| 20 | IEFA | ISHARES TR | $5.6M | 0.38% | 61,957 | Trimmed |
| 21 | RJF | RAYMOND JAMES FINL INC | $5.6M | 0.38% | 38,564 | Added |
| 22 | IWR | ISHARES TR | $5.5M | 0.37% | 56,297 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $4.1M | 0.28% | 11,077 | Trimmed |
| 24 | ICSH | ISHARES TR | $3.6M | 0.24% | 70,968 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $3.6M | 0.24% | 20,471 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31