CAHABA WEALTH MANAGEMENT, INC.

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q1 2026
Holdings value ($000)
1,473,061
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/29/2026 154 1,473,061 13F-HR CAHABA WEALTH MANAGEMENT, INC.
Q4 2025 1/7/2026 156 1,436,452 13F-HR CAHABA WEALTH MANAGEMENT, INC.
Q3 2025 10/17/2025 157 1,380,992 13F-HR CAHABA WEALTH MANAGEMENT, INC.
Q2 2025 7/16/2025 155 1,286,725 13F-HR CAHABA WEALTH MANAGEMENT, INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 30 (0.0% of total reported value) · QoQ Δ: +30
Type Value ($000) Share % Inflow Outflow Net
Stocks 110.4 K 7.5% 0 528 K -528 K
ETFs 1.361 M 92.4% 617.1 K 0 617.1 K
Debt 1.786 K 0.1% 2 0 2
Other 0 0.0% 0 52.5 K -52.5 K
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Fund Snapshot

Q1 2026
Latest filed
4/29/2026
Total value ($000)
1,473,061
Holdings
154
QoQ value change ($000)
36,609 (2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.