CAHABA WEALTH MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
156
Total value ($000)
$1,436,452
Net value change ($000)
+55,460 (4.0%)
New positions
4
Sold out positions
5
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 18,171 4.4%
IXUS 7,716 5.5%
IJH 7,075 5.8%
UBND 4,443 2.6%
VTEB 3,198 17.7%
ISTB 3,174 6.5%
IJR 3,166 6.1%
SPYM 1,808 3.2%
SUB 1,611 6.1%
MUB 1,453 4.0%
Top Reduces (Value $000, Stocks/ETFs)
SO -2,918 -9.0%
RJF -1,144 -15.7%
MSFT -518 -8.8%
ORCL -276 -31.3%
J -268 -13.1%
LNG -257 -100.0%
VOOV -251 -100.0%
IYW -238 -48.6%
NFLX -228 -100.0%
MCHP -208 -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