CAHABA WEALTH MANAGEMENT, INC.

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
1,657,932
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/31/2026 158 1,657,932 13F-HR CAHABA WEALTH MANAGEMENT, INC.
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)
Type Value ($000) Share % Inflow Outflow Net
Stocks 119.5 K 7.2% 9.068 K 0 9.068 K
ETFs 1.537 M 92.7% 175.8 K 0 175.8 K
Debt 1.847 K 0.1% 61 0 61
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
1,657,932
Holdings
158
QoQ value change ($000)
184,871 (12.6%)
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.