Cahaba Wealth Management
Cahaba Wealth Management reported 169 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IVV (30.6%), UBND (11.0%) and IXUS (10.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, UBND and IXUS, trimmed IJR, SO and SPSM and sold out of XOM and CYH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $509M | 30.6% | 665K | +4,508 (+1%) | 8 of 8 | |
| 2 |  UBND Victory Portfolios II | $183M | 11.0% | 8.9M | +297K (+3%) | 6 of 8 | |
| 3 |  IXUS Ishares Core Msci Totl | $172M | 10.3% | 1.8M | +2,835 (+0%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $150M | 9.0% | 2.1M | +25K (+1%) | 8 of 8 | |
| 5 |  SPYM Spdr Series Trust | $66.2M | 4.0% | 738K | No change | 8 of 8 | |
| 6 |  IJR Ishares TR | $65.8M | 4.0% | 484K | −1,071 (−0%) | 8 of 8 | |
| 7 |  ISTB Ishares TR | $61.2M | 3.7% | 1.3M | +81K (+7%) | 8 of 8 | |
| 8 |  VXUS Vanguard Star Fds | $43.4M | 2.6% | 511K | +612 (+0%) | 8 of 8 | |
| 9 |  MUB Ishares TR | $43M | 2.6% | 426K | +17K (+4%) | 8 of 8 | |
| 10 |  IAGG Ishares TR | $32.1M | 1.9% | 652K | +26K (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cahaba Wealth Management 13F FAQ
What does Cahaba Wealth Management own?
Cahaba Wealth Management reported 169 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IVV (30.6%), UBND (11.0%) and IXUS (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Cahaba Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 103 added to, 33 trimmed and 2 sold out. New positions include XOM. It sold all of XOM and CYH.
When will Cahaba Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cahaba Wealth Management's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.