CAHABA WEALTH MANAGEMENT, INC.
•CIK: 1716399•Filing: Q4 2025
**CAHABA WEALTH MANAGEMENT, INC.** manages $1.4B across a diversified portfolio of 156 positions. The firm exhibits a significant allocation to broad market indices, notably holding IVV at $427.9M and IXUS at $148.3M. Further concentration is visible in sector and factor plays, including substantial positions in UBND ($173.0M) and IJH ($129.2M). This structure suggests a core mandate focused on capturing systematic market beta and established index performance.
Total AUM
$1.4B
QoQ Performance
+4.0%
Positions
101
Top 10 Concentration
80.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
UBND
IXUS
IJH
IVV29.8%
UBND12.0%
IXUS10.3%
IJH9.0%
SPYM4.0%
IJR3.9%
ISTB3.6%
VXUS2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.4%
ETF30.1%
Utilities2.1%
Technology1.6%
Consumer0.5%
Financial0.5%
Healthcare0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑78 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023