Cahaba Wealth Management, Inc. holds a concentrated book of 158 stocks worth $1.7B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 30% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cahaba Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $533.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $188.2B |
| FIFTH THIRD BANCORP | 80 / 80 | $26.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.0B |
| CWM, LLC | 80 / 80 | $9.8B |
| Arax Advisory Partners | 80 / 80 | $4.2B |
| BlackRock, Inc. | 79 / 80 | $2.1T |
| FMR LLC | 79 / 80 | $729.8B |
Ranked by how many of Cahaba Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $494.7M | 660.6K | 29.8% | ▲+1.7% Added · +11K sh | |
| 2 | Victory Portfolios II CORE PLUS BD ETF | $186.0M | 8.56M | 11.2% | ▲+4.7% Added · +382K sh | |
| 3 | Ishares TR CORE MSCI TOTAL | $172.5M | 1.81M | 10.4% | ▲+2.2% Added · +39K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $159.2M | 2.06M | 9.6% | ▲+2.2% Added · +44K sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $71.9M | 485.1K | 4.3% | ▲+1.5% Added · +7K sh | |
| 6 | SPDR Series Trust ST STR P500ETF | $64.9M | 737.9K | 3.9% | ▼−0.4% Reduced · −3K sh | |
| 7 | Ishares TR CORE 1 5 YR USD | $58.6M | 1.21M | 3.5% | ▲+7.5% Added · +85K sh | |
| 8 | Ishares TR NATIONAL MUN ETF | $43.9M | 408.1K | 2.6% | ▲+6.4% Added · +25K sh | |
| 9 | Vanguard Star FDS VG TL INTL STK F | $43.6M | 510.5K | 2.6% | ▼−0.4% Reduced · −2K sh | |
| 10 | Southern Co COM | $35.8M | 373.9K | 2.2% | ▼−4.0% Reduced · −16K sh | |
| 11 | Ishares TR CORE INTL AGGR | $31.7M | 626.7K | 1.9% | ▲+4.8% Added · +29K sh | |
| 12 | SPDR Series Trust ST STR P400MID | $31.6M | 467.2K | 1.9% | ▼−0.6% Reduced · −3K sh | |
| 13 | Ishares TR SHRT NAT MUN ETF | $28.8M | 270.1K | 1.7% | ▲+4.2% Added · +11K sh | |
| 14 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $22.6M | 446.9K | 1.4% | ▲+11% Added · +44K sh | |
| 15 | Vanguard Mun BD FDS TAX EXEMPT BD | $22.0M | 435.9K | 1.3% | ▲+2.4% Added · +10K sh | |
| 16 | SPDR Series Trust ST STR SP600 SML | $18.9M | 328.1K | 1.1% | ▼−1.2% Reduced · −4K sh | |
| 17 | Ishares TR MSCI ACWI ETF | $8.7M | 55.3K | 0.5% | ▼−1.5% Reduced · −853 sh | |
| 18 | Apple Inc COM | $7.9M | 27.1K | 0.5% | ▲+0.5% Added · +142 sh | |
| 19 | Ishares TR S&P 500 GRWT ETF | $7.1M | 51.8K | 0.4% | ▼−7.2% Reduced · −4K sh | |
| 20 | Ishares TR ULTRA SHORT DUR | $6.9M | 137.0K | 0.4% | ▲+93% Added · +66K sh | |
| 21 | Ishares TR RUS MID CAP ETF | $6.2M | 56.1K | 0.4% | ▼−0.3% Reduced · −173 sh | |
| 22 | Ishares TR CORE MSCI EAFE | $6.0M | 62.4K | 0.4% | ▲+0.8% Added · +480 sh | |
| 23 | Raymond James Finl Inc COM | $5.9M | 38.6K | 0.4% | ▼~0% Reduced · −2 sh | |
| 24 | Microsoft Corp COM | $4.2M | 11.2K | 0.3% | ▲+1.1% Added · +118 sh | |
| 25 | Nvidia Corporation COM | $4.1M | 20.7K | 0.2% | ▲+1.2% Added · +242 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $3.6M | 7.3K | 0.2% | ▲+0.9% Added · +63 sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $3.5M | 28.2K | 0.2% | ▲+300% Added · +21K sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.6K | 0.2% | ▲+3.2% Added · +144 sh | |
| 29 | Ishares TR RUS 1000 VAL ETF | $3.1M | 12.8K | 0.2% | ▼−1.9% Reduced · −247 sh | |
| 30 | Ishares TR CORE S&P TTL STK | $2.9M | 17.7K | 0.2% | ▼~0% Reduced · −7 sh | |
| 31 | Amazon Com Inc COM | $2.9M | 12.2K | 0.2% | ▲+2.0% Added · +243 sh | |
| 32 | American WTR WKS Co Inc New COM | $2.9M | 22.0K | 0.2% | ▲+1.1% Added · +237 sh | |
| 33 | Pinnacle Finl Partners Inc COM | $2.7M | 27.0K | 0.2% | ▲11× Added · +24K sh | |
| 34 | Broadcom Inc COM | $2.3M | 6.0K | 0.1% | ▲+1.1% Added · +66 sh | |
| 35 | Ishares TR 1 3 YR TREAS BD | $2.1M | 25.9K | 0.1% | ▲+3.3% Added · +821 sh | |
| 36 | Caterpillar Inc COM | $2.1M | 2.0K | 0.1% | ▲+0.4% Added · +8 sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.1% | ▼−19% Reduced · −594 sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.1K | 0.1% | ▼−5.6% Reduced · −300 sh | |
| 39 | Vanguard BD Index FDS SHORT TRM BOND | $1.8M | 23.7K | 0.1% | ▲+4.1% Added · +925 sh | |
| 40 | Vanguard Index FDS LARGE CAP ETF | $1.8M | 5.3K | 0.1% | ▲~0% Added · +1 sh | |
| 41 | Alphabet Inc CAP STK CL C | $1.7M | 4.9K | 0.1% | ▲+1.3% Added · +64 sh | |
| 42 | Ishares TR CORE US AGGBD ET | $1.7M | 17.2K | 0.1% | ▼−25% Reduced · −6K sh | |
| 43 | Jacobs Solutions Inc COM | $1.7M | 13.4K | 0.1% | —Held | |
| 44 | Johnson & Johnson COM | $1.7M | 6.6K | 0.1% | ▲+1.5% Added · +96 sh | |
| 45 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.1% | ▲+2.3% Added · +31 sh | |
| 46 | Ishares TR S&P 500 VAL ETF | $1.5M | 6.6K | 0.1% | ▼−0.4% Reduced · −26 sh | |
| 47 | Ishares TR MSCI EAFE ETF | $1.5M | 14.5K | 0.1% | ▲+1.1% Added · +165 sh | |
| 48 | Palo Alto Networks Inc COM | $1.5M | 4.4K | 0.1% | ▼−1.8% Reduced · −80 sh | |
| 49 | Ameris Bancorp COM | $1.5M | 16.3K | 0.1% | ▼−2.2% Reduced · −370 sh | |
| 50 | Walmart Inc COM | $1.4M | 12.7K | 0.1% | ▼−1.9% Reduced · −244 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1716399/holdings"
Use Arkolith to show CAHABA WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 158 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 154 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 156 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 157 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 155 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 147 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 145 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 151 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.