CAHABA WEALTH MANAGEMENT, INC.

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
158
Total value ($000)
$1,657,932
Net value change ($000)
+184,871 (12.6%)
New positions
12
Sold out positions
7
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 70,594 16.6%
IJH 22,756 16.7%
IXUS 19,328 12.6%
IJR 12,559 21.1%
SPYM 8,156 14.4%
UBND 7,859 4.4%
VXUS 4,101 10.4%
ISTB 3,861 7.1%
SPMD 3,727 13.4%
ICSH 3,335 92.8%
Top Reduces (Value $000, Stocks/ETFs)
SO -1,820 -4.8%
AGG -583 -25.5%
PWR -415 -100.0%
SCHWAB STRATEGIC TRUST -382 -55.5%
SCHA -314 -100.0%
HCA -300 -17.7%
GLD -242 -26.4%
TGB -233 -100.0%
SLV -230 -100.0%
SCHE -206 -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