CAHABA WEALTH MANAGEMENT, INC.

13F filer, CIK 1716399, Atlanta, GA

CAHABA WEALTH MANAGEMENT, INC. reported $1,208,450,779 across 145 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 79.64% of the portfolio.

Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000836

Period: 2024-12-31
Reported value: $1.21B
Holdings: 145
Top 10 weight: 79.64%
New: 6
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AGGadded	+43,991	$4.26M
IXUSadded	+41,760	$2.76M
ISTBadded	+43,176	$2.06M
IJHadded	+29,154	$1.82M
IAGGadded	+32,656	$1.63M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYMreduced	-9,983	-$688K
RJFreduced	-4,000	-$621K
VGTexited	-513	-$301K
NVDAreduced	-2,089	-$281K
SPMDreduced	-5,036	-$275K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000836, largest first. % of portfolio is the value over $1,208,450,779, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	621,045	$366M	30.25%	+2,578	Timeline
AGGISHARES TR	1,513,617	$147M	12.14%	+43,991	Timeline
IJHISHARES TR	1,849,285	$115M	9.54%	+29,154	Timeline
IXUSISHARES TR	1,689,331	$112M	9.25%	+41,760	Timeline
IJRISHARES TR	432,917	$49.9M	4.13%	+8,356	Timeline
ISTBISHARES TR	925,379	$44.2M	3.66%	+43,176	Timeline
SPYMSPDR SERIES TRUST	581,586	$40.1M	3.32%	-9,983	Timeline
MUBISHARES TR	319,873	$34.1M	2.82%	+4,160	Timeline
VXUSVANGUARD STAR FDS	494,166	$29.1M	2.41%	+1,590	Timeline
IAGGISHARES TR	516,069	$25.8M	2.13%	+32,656	Timeline
SOSOUTHERN CO	278,453	$22.9M	1.9%	+6,996	Timeline
SUBISHARES TR	212,280	$22.4M	1.85%	+2,473	Timeline
SPMDSPDR SERIES TRUST	316,285	$17.3M	1.43%	-5,036	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	320,891	$16.2M	1.34%	+18,324	Timeline
VTEBVANGUARD MUN BD FDS	302,453	$15.2M	1.25%	+711	Timeline
SPABSPDR SERIES TRUST	362,831	$9.07M	0.75%	+16,988	Timeline
SPSMSPDR SERIES TRUST	194,484	$8.74M	0.72%	-2,594	Timeline
ACWIISHARES TR	60,765	$7.14M	0.59%	+362	Timeline
AAPLAPPLE INC	27,069	$6.78M	0.56%	+74	Timeline
RJFRAYMOND JAMES FINL INC	42,254	$6.56M	0.54%	-4,000	Timeline
IVWISHARES TR	62,178	$6.31M	0.52%	-1,843	Timeline
IWRISHARES TR	59,409	$5.25M	0.43%	-498	Timeline
MSFTMICROSOFT CORP	12,132	$5.11M	0.42%	-148	Timeline
IEFAISHARES TR	63,632	$4.47M	0.37%	+322	Timeline
NVDANVIDIA CORPORATION	25,350	$3.4M	0.28%	-2,089	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	6,787	$3.08M	0.25%	-219	Timeline
IWFISHARES TR	7,580	$3.04M	0.25%	-166	Timeline
AMZNAMAZON COM INC	12,581	$2.76M	0.23%	-638	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,613	$2.7M	0.22%	-48	Timeline
AWKAMERICAN WTR WKS CO INC NEW	20,888	$2.6M	0.22%	+117	Timeline
ICSHISHARES TR	50,819	$2.56M	0.21%	-133	Timeline
IWDISHARES TR	13,606	$2.52M	0.21%	-38	Timeline
SHYISHARES TR	23,702	$1.94M	0.16%	+309	Timeline
JJACOBS SOLUTIONS INC	13,643	$1.82M	0.15%	0	Timeline
AVGOBROADCOM INC	6,849	$1.59M	0.13%	-27	Timeline
BSVVANGUARD BD INDEX FDS	20,427	$1.58M	0.13%	+1,142	Timeline
VVVANGUARD INDEX FDS	5,727	$1.54M	0.13%	+266	Timeline
IVEISHARES TR	7,538	$1.44M	0.12%	-206	Timeline
HCAHCA HEALTHCARE INC	4,664	$1.4M	0.12%	+4	Timeline
BNDVANGUARD BD INDEX FDS	19,050	$1.37M	0.11%	+13	Timeline
HDHOME DEPOT INC	3,457	$1.34M	0.11%	-164	Timeline
VTIVANGUARD INDEX FDS	4,414	$1.28M	0.11%	-50	Timeline
ITOTISHARES TR	9,734	$1.25M	0.1%	-441	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,288	$1.18M	0.1%	-98	Timeline
EFAISHARES TR	15,382	$1.16M	0.1%	+181	Timeline
IWVISHARES TR	3,350	$1.12M	0.09%	-33	Timeline
WMTWALMART INC	12,023	$1.09M	0.09%	-427	Timeline
LLYELI LILLY & CO	1,384	$1.07M	0.09%	+1	Timeline
ABCBAMERIS BANCORP	16,543	$1.04M	0.09%	+15	Timeline
QUALISHARES TR	5,801	$1.03M	0.09%	0	Timeline
GOOGALPHABET INC	5,400	$1.03M	0.09%	+2	Timeline
AFLAFLAC INC	9,932	$1.03M	0.09%	+1	Timeline
KOCOCA COLA CO	15,701	$978K	0.08%	-234	Timeline
MCBSMETROCITY BANKSHARES INC	30,000	$958K	0.08%	0	Timeline
QQQINVESCO QQQ TR	1,801	$921K	0.08%	-140	Timeline
TAT&T INC	39,205	$893K	0.07%	-1,104	Timeline
MCDMCDONALDS CORP	3,077	$892K	0.07%	+1	Timeline
IWLISHARES TR	5,837	$845K	0.07%	-448	Timeline
IWPISHARES TR	6,623	$839K	0.07%	-74	Timeline
VVISA INC	2,607	$824K	0.07%	-78	Timeline
IWYISHARES TR	3,492	$822K	0.07%	0	Timeline
XOMEXXON MOBIL CORP	7,466	$803K	0.07%	-509	Timeline
PGPROCTER & GAMBLE CO	4,776	$801K	0.07%	-149	Timeline
CATCATERPILLAR INC	2,187	$793K	0.07%	+3	Timeline
IWBISHARES TR	2,436	$785K	0.06%	+4	Timeline
PANWPALO ALTO NETWORKS INC	4,280	$779K	0.06%	+2,140	Timeline
PNFPPINNACLE FINANCIAL PARTNERS	6,625	$758K	0.06%	+113	Timeline
GOVTISHARES TR	32,945	$757K	0.06%	+362	Timeline
PEPPEPSICO INC	4,874	$741K	0.06%	+162	Timeline
JNJJOHNSON & JOHNSON	5,098	$737K	0.06%	-433	Timeline
MMM3M CO	5,505	$711K	0.06%	+28	Timeline
IWOISHARES TR	2,467	$710K	0.06%	-89	Timeline
GOOGLALPHABET INC	3,675	$696K	0.06%	+1	Timeline
UNHUNITEDHEALTH GROUP INC	1,364	$690K	0.06%	+6	Timeline
AORISHARES TR	11,469	$657K	0.05%	-1,655	Timeline
VYMVANGUARD WHITEHALL FDS	5,115	$653K	0.05%	-68	Timeline
JPMJPMORGAN CHASE & CO	2,631	$631K	0.05%	+2	Timeline
VOOVANGUARD INDEX FDS	1,166	$628K	0.05%	-219	Timeline
IJKISHARES TR	6,870	$625K	0.05%	-173	Timeline
IWSISHARES TR	4,824	$624K	0.05%	-166	Timeline
ABBVABBVIE INC	3,500	$622K	0.05%	+233	Timeline
WMWASTE MGMT INC DEL	2,984	$602K	0.05%	+302	Timeline
DVYISHARES TR	4,509	$592K	0.05%	+32	Timeline
RTXRTX CORPORATION	4,859	$562K	0.05%	-488	Timeline
IUSBISHARES TR	11,963	$541K	0.04%	+129	Timeline
MBBISHARES TR	5,841	$536K	0.04%	+75	Timeline
BACBANK OF AMER CORP	11,949	$525K	0.04%	+24	Timeline
USIGISHARES TR	10,249	$515K	0.04%	+154	Timeline
BNDXVANGUARD CHARLOTTE FDS	10,380	$509K	0.04%	+251	Timeline
METAMETA PLATFORMS INC	860	$504K	0.04%	0	Timeline
SCHZSCHWAB STRATEGIC TR	22,070	$501K	0.04%	+11,180	Timeline
IWNISHARES TR	3,051	$501K	0.04%	+16	Timeline
GLDSPDR GOLD TR	1,892	$458K	0.04%	+995	Timeline
TRVTRAVELERS COMPANIES INC	1,856	$447K	0.04%	+3	Timeline
ORCLORACLE CORP	2,669	$445K	0.04%	-24	Timeline
ABTABBOTT LABORATORIES	3,925	$444K	0.04%	+19	Timeline
IWMISHARES TR	1,891	$418K	0.03%	+4	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,123	$416K	0.03%	-187	Timeline
ACWXISHARES TR	7,957	$415K	0.03%	+115	Timeline
JHSCJOHN HANCOCK EXCHANGE TRADED	10,359	$412K	0.03%	0	Timeline
SPYGSPDR SERIES TRUST	4,634	$407K	0.03%	0	Timeline
DALDELTA AIR LINES INC	6,694	$405K	0.03%	+47	Timeline
IYWISHARES TR	2,503	$399K	0.03%	+18	Timeline
SPYVSPDR SERIES TRUST	7,359	$376K	0.03%	0	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,097	$375K	0.03%	new	Timeline
MRSHMARSH & MCLENNAN COS INC	1,754	$373K	0.03%	+1	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,246	$365K	0.03%	+4	Timeline
FSKFS KKR CAP CORP	16,257	$353K	0.03%	+895	Timeline
IYFISHARES TR	3,074	$340K	0.03%	+13	Timeline
NEENEXTERA ENERGY INC	4,660	$334K	0.03%	+32	Timeline
DEDEERE & CO	771	$327K	0.03%	-102	Timeline
BLKBLACKROCK INC	315	$323K	0.03%	new	Timeline
AJGGALLAGHER ARTHUR J & CO	1,117	$317K	0.03%	0	Timeline
XLVSELECT SECTOR SPDR TR	2,244	$309K	0.03%	+3	Timeline
MRKMERCK & CO INC	3,030	$301K	0.02%	-26	Timeline
ETNEATON CORP PLC	906	$301K	0.02%	0	Timeline
XLKSELECT SECTOR SPDR TR	1,262	$293K	0.02%	0	Timeline
LOWLOWES COS INC	1,182	$292K	0.02%	-16	Timeline
PRFINVESCO EXCHANGE TRADED FD T	7,204	$291K	0.02%	-700	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	556	$289K	0.02%	-4	Timeline
AMTMAMENTUM HOLDINGS INC	13,643	$287K	0.02%	0	Timeline
GEGE AEROSPACE	1,677	$280K	0.02%	-48	Timeline
WSMWILLIAMS SONOMA INC	1,492	$276K	0.02%	0	Timeline
MAMASTERCARD INCORPORATED	519	$273K	0.02%	0	Timeline
BOXBOX INC	8,439	$267K	0.02%	0	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	5,216	$265K	0.02%	-3,103	Timeline
PAYXPAYCHEX INC	1,871	$262K	0.02%	-22	Timeline
GSGOLDMAN SACHS GROUP INC	454	$260K	0.02%	0	Timeline
AMGNAMGEN INC	977	$255K	0.02%	+1	Timeline
VOTVANGUARD INDEX FDS	984	$250K	0.02%	0	Timeline
LMTLOCKHEED MARTIN CORP	504	$245K	0.02%	-146	Timeline
EMREMERSON ELEC CO	1,947	$241K	0.02%	0	Timeline
TSLATESLA INC	582	$235K	0.02%	new	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	4,095	$235K	0.02%	+3	Timeline
SYYSYSCO CORP	2,971	$227K	0.02%	0	Timeline
CLSCELESTICA INC	2,459	$227K	0.02%	new	Timeline
DDOMINION ENERGY INC	4,175	$225K	0.02%	+46	Timeline
LNGCHENIERE ENERGY INC	1,013	$218K	0.02%	new	Timeline
VOOVVANGUARD ADMIRAL FDS INC	1,166	$215K	0.02%	+12	Timeline
VTVVANGUARD INDEX FDS	1,226	$207K	0.02%	-125	Timeline
IHIISHARES TR	3,511	$205K	0.02%	-628	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	25,463	$174K	0.01%	+670	Timeline
TGBTASEKO MINES LTD	36,134	$70.1K	0.01%	0	Timeline
FBLGFIBROBIOLOGICS INC COM	14,702	$29.4K	<0.01%	0	Timeline
GALTGALECTIN THERAPEUTICS INC	17,000	$21.9K	<0.01%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VGTVANGUARD WORLD FD	513	$301K	shares
TGTTARGET CORP	1,455	$227K	shares
MDLZMONDELEZ INTL INC	2,858	$211K	shares
LHXL3HARRIS TECHNOLOGIES INC	878	$209K	shares
IQVIQVIA HLDGS INC	871	$206K	shares
QCOMQUALCOMM INC	1,203	$205K	shares
UPSUNITED PARCEL SVCS INC	1,494	$204K	shares
VOVANGUARD INDEX FDS	769	$203K	shares
PFEPFIZER INC	6,914	$200K	shares
TILEINTERFACE INC	10,119	$192K	shares
FUSBFIRST US BANCSHARES INC	12,760	$141K	shares
WBDWARNER BROS DISCOVERY INC	10,442	$86.1K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-000836	base		2025-02-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC