StockDriftsStockDriftsTop 50 Cahaba Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.84% | 660.6K | $494.7M | +1.74%(+11.31K) | $312.25(+149.45%) | 2026-06-30 | |
| UBND | VICTORY PORTFOLIOS II | 11.22% | 8.56M | $186.0M | +4.68%(+382.42K) | $21.94(-2.25%) | 2026-06-30 | |
| IXUS | ISHARES TR | 10.41% | 1.81M | $172.5M | +2.23%(+39.48K) | $63.48(+55.10%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.6% | 2.06M | $159.2M | +2.18%(+44.07K) | $46.97(+67.24%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.34% | 485.1K | $71.9M | +1.54%(+7.37K) | $93.34(+60.66%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.91% | 737.9K | $64.9M | -0.37%(-2.77K) | $47.69(+91.34%) | 2026-06-30 | |
| ISTB | ISHARES TR | 3.53% | 1.21M | $58.6M | +7.52%(+84.94K) | $47.93(+0.29%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.65% | 408.1K | $43.9M | +6.44%(+24.68K) | $109.80(-3.70%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.63% | 510.5K | $43.6M | -0.45%(-2.29K) | $52.22(+68.79%) | 2026-06-30 | |
| SO | SOUTHERN CO | 2.16% | 373.9K | $35.8M | -4.04%(-15.72K) | $70.61(+31.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.77% | +39.63% | +5.66% | +31.70% |
| Top 20 Holdings Unweighted | +9.08% | +29.78% | +4.28% | +23.29% |
Cahaba Wealth Management INC reports $1.66B in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are IVV (29.8%), UBND (11.2%) and IXUS (10.4%). The top 20 holdings account for 91.5% of reported assets. Its disclosed equity book has returned +39.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cahaba Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1716399). View Cahaba Wealth Management INC’s 13F filings on SEC