CAHABA WEALTH MANAGEMENT, INC.

CIK 0001716399 • 6 13F filings • May 1, 2025 – Jul 31, 2026

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Filer information

Filed by: CAHABA WEALTH MANAGEMENT, INC., Chief Compliance Officer
Address: 1200 Peachtree Street NE, Suite 610, Atlanta, GA, 30309
Phone: 615-457-8342
AUM: $1.44B

AUM over time

$1.66B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.44B151 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$899K	0.1%Prev: 0.1%	5,616 SH	Increased+23 SH
ABBOTT LABS	COM	$401K	0.0%Prev: 0.0%	3,199 SH	Decreased+3 SH
ABBVIE INC	COM	$824K	0.1%Prev: 0.1%	3,604 SH	Increased+90 SH
AFLAC INC	COM	$1.1M	0.1%Prev: 0.1%	9,936 SH	Decreased+1 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.1%Prev: 0.1%	3,220 SH	Increased-40 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.1%Prev: 0.1%	4,980 SH	Increased-9 SH
AMAZON COM INC	COM	$2.7M	0.2%Prev: 0.2%	11,744 SH	Increased-9 SH
AMENTUM HOLDINGS INC	COM	$350K	0.0%Prev: 0.0%	12,076 SH	Increased
AMERICAN WTR WKS CO INC NEW	COM	$2.8M	0.2%Prev: 0.2%	21,385 SH	Decreased+134 SH
AMERIS BANCORP	COM	$1.2M	0.1%Prev: 0.1%	16,624 SH	Increased+17 SH
AMGEN INC	COM	$231K	0.0%Prev: 0.0%	705 SH	Increased-11 SH
APPLE INC	COM	$7.1M	0.5%Prev: 0.4%	26,226 SH	Increased+2,366 SH
AT&T INC	COM	$1.3M	0.1%Prev: 0.1%	50,978 SH	Increased+6,746 SH
AUTOMATIC DATA PROCESSING IN	COM	$267K	0.0%Prev: 0.0%	1,037 SH	Decreased+2 SH
BANK AMERICA CORP	COM	$582K	0.0%Prev: 0.0%	10,584 SH	Increased+57 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.6M	0.3%Prev: 0.3%	7,163 SH	Decreased-128 SH
BLACKROCK INC	COM	$280K	0.0%Prev: 0.0%	261 SH	Decreased+1 SH
BOX INC	CL A	$201K	0.0%Prev: 0.0%	6,733 SH	Decreased
BROADCOM INC	COM	$2.1M	0.1%Prev: 0.1%	6,179 SH	Increased-20 SH
CARVANA CO	CL A	$208K	0.0%	492 SH	New
CATERPILLAR INC	COM	$1.2M	0.1%Prev: 0.1%	2,012 SH	Increased-16 SH
CELESTICA INC	COM	$703K	0.0%Prev: 0.0%	2,378 SH	Increased+5 SH
CHEVRON CORP NEW	COM	$299K	0.0%Prev: 0.0%	1,965 SH	Decreased+11 SH
CINCINNATI FINL CORP	COM	$206K	0.0%	1,262 SH	New
CISCO SYS INC	COM	$263K	0.0%Prev: 0.0%	3,420 SH	Increased-99 SH
COCA COLA CO	COM	$770K	0.1%Prev: 0.1%	11,015 SH	Increased-448 SH
COSTCO WHSL CORP NEW	COM	$1.0M	0.1%Prev: 0.1%	1,173 SH	Decreased-18 SH
CROWDSTRIKE HLDGS INC	CL A	$553K	0.0%Prev: 0.0%	1,180 SH	Increased+405 SH
DEERE & CO	COM	$365K	0.0%Prev: 0.0%	783 SH	Increased-8 SH
DELTA AIR LINES INC DEL	COM NEW	$470K	0.0%Prev: 0.0%	6,769 SH	Increased+23 SH
DOMINION ENERGY INC	COM	$255K	0.0%Prev: 0.0%	4,353 SH	Decreased+43 SH
EATON CORP PLC	SHS	$245K	0.0%Prev: 0.0%	768 SH	Decreased-4 SH
ELI LILLY & CO	COM	$1.4M	0.1%Prev: 0.1%	1,339 SH	Increased-27 SH
EXXON MOBIL CORP	COM	$791K	0.1%Prev: 0.1%	6,574 SH	Increased+45 SH
FIBROBIOLOGICS INC	COM SHS	$3K	0.0%Prev: 0.0%	14,702 SH	Decreased
FIDELITY MERRIMACK STR TR	SYSTEMATIC MUN	$236K	0.0%Prev: 0.0%	4,700 SH	Increased
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$180K	0.0%Prev: 0.0%	28,578 SH	Decreased+896 SH
FS KKR CAP CORP	COM	$270K	0.0%Prev: 0.0%	18,254 SH	Increased+1,093 SH
GALECTIN THERAPEUTICS INC	COM NEW	$87K	0.0%Prev: 0.0%	21,000 SH	Decreased
GALLAGHER ARTHUR J & CO	COM	$278K	0.0%Prev: 0.0%	1,073 SH	Decreased+2 SH
GE AEROSPACE	COM NEW	$520K	0.0%Prev: 0.0%	1,688 SH	Increased+1 SH
GE VERNOVA INC	COM	$251K	0.0%Prev: 0.0%	385 SH	Increased-1 SH
GOLDMAN SACHS GROUP INC	COM	$285K	0.0%Prev: 0.0%	324 SH	Increased
HCA HEALTHCARE INC	COM	$1.7M	0.1%Prev: 0.1%	3,588 SH	Increased-200 SH
HOME DEPOT INC	COM	$1.1M	0.1%Prev: 0.1%	3,099 SH	Decreased-13 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.1%Prev: 0.1%	2,537 SH	Increased+616 SH
ISHARES SILVER TR	ISHARES	$288K	0.0%	4,468 SH	New
ISHARES TR	1 3 YR TREAS BD	$2.1M	0.1%Prev: 0.1%	24,962 SH	Increased+913 SH
ISHARES TR	CORE 1 5 YR USD	$51.9M	3.6%Prev: 3.5%	1,064,566 SH	Increased+66,931 SH
ISHARES TR	CORE 60/40 BALAN	$656K	0.0%Prev: 0.0%	10,098 SH	Increased+1 SH
ISHARES TR	CORE INTL AGGR	$28.8M	2.0%Prev: 2.0%	576,454 SH	Increased+37,231 SH
ISHARES TR	CORE MSCI EAFE	$5.7M	0.4%Prev: 0.4%	63,344 SH	Increased+364 SH
ISHARES TR	CORE MSCI TOTAL	$148.3M	10.3%Prev: 10.2%	1,752,628 SH	Increased+49,721 SH
ISHARES TR	CORE S&P MCP ETF	$129.2M	9.0%Prev: 8.8%	1,958,248 SH	Increased+86,210 SH
ISHARES TR	CORE S&P SCP ETF	$55.4M	3.9%Prev: 3.8%	461,019 SH	Increased+21,410 SH
ISHARES TR	CORE S&P TTL STK	$1.7M	0.1%Prev: 0.1%	11,147 SH	Decreased-317 SH
ISHARES TR	CORE S&P500 ETF	$427.9M	29.8%Prev: 29.7%	624,708 SH	Increased+12,552 SH
ISHARES TR	CORE UNIVRSL USD	$606K	0.0%	13,027 SH	New
ISHARES TR	CORE US AGGBD ET	$1.7M	0.1%Prev: 0.1%	17,173 SH	Increased+459 SH
ISHARES TR	MBS ETF	$480K	0.0%Prev: 0.0%	5,040 SH	Decreased-969 SH
ISHARES TR	MSCI ACWI ETF	$8.3M	0.6%Prev: 0.6%	58,892 SH	Increased+8 SH
ISHARES TR	MSCI ACWI EX US	$550K	0.0%Prev: 0.0%	8,198 SH	Increased+128 SH
ISHARES TR	MSCI EAFE ETF	$1.4M	0.1%Prev: 0.1%	14,941 SH	Increased+241 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.1%Prev: 0.1%	5,755 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$37.6M	2.6%Prev: 2.6%	350,964 SH	Increased+11,597 SH
ISHARES TR	RUS 1000 ETF	$643K	0.0%Prev: 0.0%	1,721 SH	Decreased-134 SH
ISHARES TR	RUS 1000 GRW ETF	$3.4M	0.2%Prev: 0.2%	7,144 SH	Increased-27 SH
ISHARES TR	RUS 1000 VAL ETF	$2.8M	0.2%Prev: 0.2%	13,407 SH	Increased-189 SH
ISHARES TR	RUS 2000 GRW ETF	$759K	0.1%Prev: 0.1%	2,350 SH	Increased+5 SH
ISHARES TR	RUS 2000 VAL ETF	$546K	0.0%Prev: 0.0%	3,014 SH	Increased+17 SH
ISHARES TR	RUS MD CP GR ETF	$1.0M	0.1%Prev: 0.1%	7,388 SH	Decreased+115 SH
ISHARES TR	RUS MDCP VAL ETF	$543K	0.0%Prev: 0.0%	3,850 SH	Decreased-190 SH
ISHARES TR	RUS MID CAP ETF	$5.6M	0.4%Prev: 0.4%	57,950 SH	Increased+275 SH
ISHARES TR	RUS TOP 200 ETF	$899K	0.1%Prev: 0.1%	5,268 SH	Decreased-151 SH
ISHARES TR	RUS TP200 GR ETF	$956K	0.1%Prev: 0.1%	3,451 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$480K	0.0%Prev: 0.0%	1,950 SH	Increased+5 SH
ISHARES TR	RUSSELL 3000 ETF	$1.3M	0.1%Prev: 0.1%	3,323 SH	Increased+2 SH
ISHARES TR	S&P 500 GRWT ETF	$6.9M	0.5%Prev: 0.5%	55,632 SH	Increased-1,137 SH
ISHARES TR	S&P 500 VAL ETF	$1.5M	0.1%Prev: 0.1%	7,175 SH	Decreased-314 SH
ISHARES TR	S&P MC 400GR ETF	$642K	0.0%Prev: 0.0%	6,631 SH	Increased+1 SH
ISHARES TR	SELECT DIVID ETF	$563K	0.0%Prev: 0.0%	3,987 SH	Increased+28 SH
ISHARES TR	SHRT NAT MUN ETF	$27.9M	1.9%Prev: 1.9%	261,553 SH	Increased+15,279 SH
ISHARES TR	U.S. FINLS ETF	$402K	0.0%Prev: 0.0%	3,117 SH	Increased-54 SH
ISHARES TR	U.S. MED DVC ETF	$219K	0.0%Prev: 0.0%	3,523 SH	Increased+3 SH
ISHARES TR	U.S. TECH ETF	$252K	0.0%Prev: 0.0%	1,263 SH	Decreased-1,240 SH
ISHARES TR	ULTRA SHORT DUR	$974K	0.1%Prev: 0.1%	19,251 SH	Increased+515 SH
ISHARES TR	US AER DEF ETF	$237K	0.0%Prev: 0.0%	1,106 SH	Decreased-233 SH
ISHARES TR	US TREAS BD ETF	$685K	0.0%Prev: 0.1%	29,767 SH	Decreased-3,956 SH
ISHARES TR	USD INV GRDE ETF	$556K	0.0%Prev: 0.0%	10,736 SH	Increased+166 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.8M	1.3%Prev: 1.3%	372,281 SH	Increased+22,448 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$313K	0.0%Prev: 0.0%	6,137 SH	Increased+245 SH
JACOBS SOLUTIONS INC	COM	$1.8M	0.1%Prev: 0.1%	13,418 SH	Decreased-225 SH
JOHNSON & JOHNSON	COM	$1.1M	0.1%Prev: 0.1%	5,499 SH	Increased-8 SH
JPMORGAN CHASE & CO.	COM	$814K	0.1%Prev: 0.1%	2,525 SH	Increased-20 SH
LOCKHEED MARTIN CORP	COM	$261K	0.0%Prev: 0.0%	541 SH	Decreased+2 SH
LOWES COS INC	COM	$313K	0.0%Prev: 0.0%	1,299 SH	Decreased+1 SH
MARSH & MCLENNAN COS INC	COM	$234K	0.0%Prev: 0.0%	1,263 SH	Decreased+2 SH
MASTERCARD INCORPORATED	CL A	$316K	0.0%Prev: 0.0%	554 SH	Decreased-7 SH
MCDONALDS CORP	COM	$881K	0.1%Prev: 0.1%	2,882 SH	Increased-13 SH
MERCK & CO INC	COM	$253K	0.0%Prev: 0.0%	2,401 SH	Increased-554 SH
META PLATFORMS INC	CL A	$352K	0.0%Prev: 0.0%	534 SH	Decreased-7 SH
METROCITY BANKSHARES INC	COM	$664K	0.0%Prev: 0.1%	25,000 SH	Decreased-5,000 SH
MICROSOFT CORP	COM	$5.4M	0.4%Prev: 0.4%	11,102 SH	Decreased-264 SH
NEXTERA ENERGY INC	COM	$386K	0.0%Prev: 0.0%	4,806 SH	Increased+33 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$98K	0.0%Prev: 0.0%	12,108 SH	Decreased
NVIDIA CORPORATION	COM	$4.1M	0.3%Prev: 0.3%	21,724 SH	Increased+1,957 SH
ORACLE CORP	COM	$606K	0.0%Prev: 0.1%	3,109 SH	Decreased-27 SH
PALO ALTO NETWORKS INC	COM	$813K	0.1%Prev: 0.1%	4,412 SH	Decreased-13 SH
PAYCHEX INC	COM	$221K	0.0%Prev: 0.0%	1,968 SH	Decreased+2 SH
PEPSICO INC	COM	$601K	0.0%Prev: 0.0%	4,186 SH	Decreased-185 SH
PHILIP MORRIS INTL INC	COM	$209K	0.0%Prev: 0.0%	1,305 SH	Decreased+4 SH
PINNACLE FINL PARTNERS INC	COM	$216K	0.0%Prev: 0.0%	2,260 SH	Increased+17 SH
PROCTER AND GAMBLE CO	COM	$644K	0.0%Prev: 0.1%	4,495 SH	Decreased-55 SH
QUALCOMM INC	COM	$252K	0.0%Prev: 0.0%	1,475 SH	Increased-39 SH
RAYMOND JAMES FINL INC	COM	$6.1M	0.4%Prev: 0.5%	38,290 SH	Decreased-3,964 SH
RTX CORPORATION	COM	$674K	0.0%Prev: 0.0%	3,673 SH	Increased-278 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$204K	0.0%Prev: 0.0%	8,491 SH	Decreased-5,344 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$699K	0.0%Prev: 0.0%	26,631 SH	Increased+72 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$282K	0.0%	8,654 SH	New
SOUTHERN CO	COM	$29.6M	2.1%Prev: 2.4%	339,697 SH	Decreased-3,662 SH
SPDR GOLD TR	GOLD SHS	$889K	0.1%Prev: 0.0%	2,244 SH	Increased+539 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.1M	0.2%Prev: 0.2%	4,493 SH	Increased-74 SH
SPDR SERIES TRUST	STATE STREET SPD	$100.5M	7.0%	1,529,648 SH	New
SYSCO CORP	COM	$219K	0.0%Prev: 0.0%	2,972 SH	Decreased+1 SH
TASEKO MINES LTD	COM	$205K	0.0%Prev: 0.0%	36,134 SH	Increased
TESLA INC	COM	$359K	0.0%Prev: 0.0%	799 SH	Increased+21 SH
TIDAL TRUST I	SOFI SELECT 500	$382K	0.0%Prev: 0.0%	2,890 SH	Increased
TRAVELERS COMPANIES INC	COM	$539K	0.0%Prev: 0.0%	1,859 SH	Increased+5 SH
UNITEDHEALTH GROUP INC	COM	$448K	0.0%Prev: 0.0%	1,357 SH	Decreased+12 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.8M	0.1%Prev: 0.1%	22,631 SH	Increased+295 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$509K	0.0%Prev: 0.0%	10,532 SH	Decreased+133 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.7M	0.1%Prev: 0.1%	5,373 SH	Increased+2 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$215K	0.0%Prev: 0.0%	1,211 SH	Decreased-24 SH
VANGUARD INDEX FDS	MID CAP ETF	$338K	0.0%Prev: 0.0%	1,166 SH	Decreased-61 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$792K	0.1%Prev: 0.1%	1,262 SH	Increased-29 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.1%Prev: 0.1%	5,287 SH	Increased-41 SH
VANGUARD INDEX FDS	VALUE ETF	$264K	0.0%Prev: 0.0%	1,380 SH	Increased+229 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$21.3M	1.5%Prev: 1.3%	423,437 SH	Increased+61,995 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$274K	0.0%Prev: 0.0%	3,275 SH	Decreased-197 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$448K	0.0%Prev: 0.0%	2,037 SH	Increased+12 SH
VANGUARD STAR FDS	VG TL INTL STK F	$38.4M	2.7%Prev: 2.7%	508,607 SH	Increased+4,641 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$230K	0.0%Prev: 0.0%	3,677 SH	Decreased-1,881 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$727K	0.1%Prev: 0.1%	5,062 SH	Increased+27 SH
VERIZON COMMUNICATIONS INC	COM	$219K	0.0%Prev: 0.0%	5,384 SH	Decreased-1 SH
VICTORY PORTFOLIOS II	CORE INTRMEDIATE	$173.0M	12.0%Prev: 12.2%	7,862,752 SH	Increased+219,287 SH
VISA INC	COM CL A	$837K	0.1%Prev: 0.1%	2,387 SH	Increased-9 SH
WALMART INC	COM	$1.2M	0.1%Prev: 0.1%	10,802 SH	Increased-216 SH
WARNER BROS DISCOVERY INC	COM SER A	$274K	0.0%Prev: 0.0%	9,509 SH	Increased-493 SH
WASTE MGMT INC DEL	COM	$577K	0.0%Prev: 0.0%	2,627 SH	Decreased+1 SH
WILLIAMS SONOMA INC	COM	$266K	0.0%Prev: 0.0%	1,492 SH	Decreased
WORLD GOLD TR	SPDR GLD MINIS	$259K	0.0%Prev: 0.0%	3,034 SH	Increased

Sold (vs prior filing)

CHENIERE ENERGY INC — $257K
FIRST TR EXCHANGE-TRADED FD — $205K
ISHARES TR — $571K
MICROCHIP TECHNOLOGY INC. — $208K
NETFLIX INC — $228K
SPDR SERIES TRUST — $579K
SPDR SERIES TRUST — $25.0M
SPDR SERIES TRUST — $56.0M
SPDR SERIES TRUST — $14.7M
SPDR SERIES TRUST — $417K
SPDR SERIES TRUST — $407K
VANGUARD ADMIRAL FDS INC — $251K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001172661-26-000037	$1.44B	View
Oct 17, 2025	Q3 2025	13F-HR	0001172661-25-004308	$1.38B	View
Jul 31, 2026	Q2 2026