CAHABA WEALTH MANAGEMENT, INC.
CIK 1716399
13F filing for Q2 2026・No. 1,863
- Holdings
- US$1.66B
- Quarter change
- +US$184.87M
- Entries
- 158
- Net bought (estimate)
- +US$40.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 7
- Cut 46
- Added 88
- Corporate actions 0
- Unchanged 12
Largest holdings
158 stocks worth US$1.66B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 660,622 | US$494.73M | 29.84% |
| VICTORY PORTFOLIOS IICORE PLUS BD ETF | Added | 8,561,595 | US$186M | 11.22% |
| ISHARES TRCORE MSCI TOTAL | Added | 1,807,604 | US$172.52M | 10.41% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 2,064,728 | US$159.21M | 9.60% |
| ISHARES TRCORE S&P SCP ETF | Added | 485,112 | US$71.95M | 4.34% |
| SPDR SERIES TRUSTST STR P500ETF | Cut | 737,949 | US$64.85M | 3.91% |
| ISHARES TRCORE 1 5 YR USD | Added | 1,213,739 | US$58.56M | 3.53% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 408,101 | US$43.92M | 2.65% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 510,479 | US$43.64M | 2.63% |
| SOSOUTHERN COCOM | Cut | 373,857 | US$35.78M | 2.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.