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CAHABA WEALTH MANAGEMENT, INC. - Portfolio Stock Holdings

CAHABA WEALTH MANAGEMENT, INC. disclosed 163 stock positions in a recent SEC 13F filing. $1,656,519,049 of stock holdings were filed, with the largest holdings including IVV, UBND, and IXUS. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,060,891,106 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

163

Est. Stock Holding Value:

$1,656,519,049

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CAHABA WEALTH MANAGEMENT, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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