CAHABA WEALTH MANAGEMENT, INC.

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$1,662,140
Net value change ($000)
+4,208 (0.3%)
New positions
13
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 14,657 3.0%
ICSH 3,006 43.4%
ISTB 2,625 4.5%
JPST 2,472 10.9%
MSFT 1,748 41.9%
AAPL 1,711 21.8%
SPYM 1,373 2.1%
EXXONMOBIL HOLDINGS CORP 1,151 NEW
NVDA 907 21.9%
SPY 772 22.5%
Top Reduces (Value $000, Stocks/ETFs)
IJH -8,871 -5.6%
IJR -6,098 -8.5%
SO -5,475 -15.3%
UBND -3,027 -1.6%
SPMD -1,910 -6.1%
SPSM -1,708 -9.0%
AGG -1,045 -61.4%
XOM -939 -100.0%
MUB -893 -2.0%
IWR -593 -9.6%
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