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Cahaba Wealth Management, Inc.
Cahaba Wealth Management, Inc. is an Atlanta-based, SEC-registered investment adviser founded in 2009. The firm specializes in comprehensive wealth management and investment advisory services, primarily serving high net worth individuals and families. As of May 2025, the firm manages approximately $1.6 billion in assets and employs 21 professionals, with 81% focused on investment functions. Cahaba Wealth offers discretionary portfolio management and financial planning, utilizing a team-based approach to serve client needs.
Investment Strategy
Cahaba Wealth Management employs a discretionary, client-focused investment strategy, managing diversified portfolios across multiple asset classes. The firm prioritizes broad market exposure through ETFs and individual securities, tailoring allocations to client objectives, risk tolerance, and financial goals. Their approach emphasizes long-term growth, risk management, and consistent rebalancing, with a significant focus on serving high net worth individuals and families. The firm does not utilize complex derivatives or alternative investments, favoring transparent holdings and active rebalancing to align with clients' life changes and market conditions.
Latest 13F Filing Activity
Cahaba Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 156 equity positions with a total 13F market value of $1B. The fund increased holdings in Victory Portfolios II, Ishares TR, Ishares TR among other positions. Cahaba Wealth Management, Inc. reduced exposure to Ishares TR, SPDR Series Trust, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (156)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 29.67% | $409.7M | 612,156 | $356.63 | $669.30 | +$34.9M |
U UBND | VICTORY PORTFOLIOS II | 12.20% | $168.5M | 7,643,465 | $22.05 | $22.05 | +$168.0M |
I IXUS | ISHARES TR | 10.18% | $140.6M | 1,702,907 | $65.58 | $82.58 | +$10.0M |
I IJH | ISHARES TR | 8.85% | $122.2M | 1,872,038 | $45.53 | $65.26 | +$10.0M |
S SPLG | SPDR SERIES TRUST | 4.05% | $56.0M | 714,392 | $46.37 | $78.34 | +$4.3M |
Industry Allocation
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