CAHABA WEALTH MANAGEMENT, INC.

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
157
Total value ($000)
$1,380,992
Net value change ($000)
+94,267 (7.3%)
New positions
9
Sold out positions
7
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UBND 168,017 32248.9%
IVV 34,865 9.3%
IJH 10,044 9.0%
IXUS 10,000 7.7%
IJR 5,950 12.9%
SPYM 4,290 8.3%
MUB 3,203 9.7%
ISTB 2,444 5.3%
VXUS 2,273 6.5%
SPMD 1,439 6.1%
Top Reduces (Value $000, Stocks/ETFs)
AGG -151,425 -98.9%
SPAB -8,410 -93.6%
BND -1,318 -100.0%
SCHB -890 -56.6%
SCHZ -522 -100.0%
SCHD -424 -100.0%
VGIT -351 -100.0%
VMBS -311 -100.0%
VCIT -289 -49.7%
XLV -248 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type