CAHABA WEALTH MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$1,473,061
Net value change ($000)
+36,609 (2.5%)
New positions
10
Sold out positions
13
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SO 7,980 26.9%
IJH 7,211 5.6%
UBND 5,161 3.0%
IXUS 4,848 3.3%
IJR 3,983 7.2%
MUB 3,109 8.3%
ISTB 2,804 5.4%
ICSH 2,618 268.8%
SPMD 1,675 6.4%
JPST 1,568 8.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,748 -0.9%
MSFT -1,269 -23.6%
SPYM -1,078 -1.9%
T -584 -46.1%
RJF -565 -9.2%
ACWI -559 -6.7%
IVW -542 -7.9%
NVDA -482 -11.9%
IWF -377 -11.2%
SUB -313 -1.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 30 (0.0% of total reported value)
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