13F Filings History of CAHABA WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$1,436,451,592
Signature - Title
William Douglass Jackson - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by CAHABA WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAHABA WEALTH MANAGEMENT, INC. reported 156 stock holdings with total value $1,436,451,592 as of Q4 2025. Top holdings included IVV, UBND, IXUS, IJH, and SPYM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 156 $1,436,451,592 +$43,654,637 -$4,249,061 +$39,405,576 IVV, UBND, IXUS, IJH, SPYM 13F-HR 07 Jan 2026, 16:17
Q3 2025 157 $1,380,991,663 +$193,120,207 -$169,884,183 +$23,236,024 IVV, UBND, IXUS, IJH, SPLG 13F-HR 17 Oct 2025, 11:07
Q2 2025 155 $1,286,724,688 +$34,670,927 -$35,828,765 -$1,157,838 IVV, AGG, IXUS, IJH, SPLG 13F-HR 16 Jul 2025, 16:57
Q1 2025 147 $1,208,371,301 +$25,966,419 -$4,149,694 +$21,816,725 IVV, AGG, IXUS, IJH, IJR 13F-HR 01 May 2025, 14:02
Q4 2024 145 $1,208,450,779 +$20,605,612 -$6,438,097 +$14,167,515 IVV, AGG, IJH, IXUS, IJR 13F-HR 13 Feb 2025, 16:52
Q3 2024 151 $1,211,823,650 +$33,648,145 -$19,842,044 +$13,806,101 IVV, AGG, IXUS, IJH, IJR 13F-HR 18 Oct 2024, 16:45
Q2 2024 149 $1,133,888,786 +$33,952,378 -$8,045,342 +$25,907,036 IVV, AGG, IXUS, IJH, IJR 13F-HR 05 Aug 2024, 16:55
Q1 2024 149 $1,099,848,989 +$119,778,669 -$3,611,592 +$116,167,077 IVV, AGG, IXUS, IJH, IJR 13F-HR 22 Apr 2024, 13:58
Q4 2023 142 $1,008,483,046 +$31,578,703 -$11,352,758 +$20,225,945 IVV, AGG, IXUS, IJH, IJR 13F-HR 23 Jan 2024, 11:42
Q3 2023 143 $907,843,035 +$25,492,140 -$8,070,020 +$17,422,120 IVV, AGG, IXUS, IJH, IJR 13F-HR 18 Oct 2023, 14:31
Q2 2023 147 $925,161,571 +$24,995,366 -$6,495,678 +$18,499,688 IVV, AGG, IXUS, IJH, IJR 13F-HR 26 Jul 2023, 15:39
Q1 2023 146 $874,274,185 +$37,737,916 -$5,503,594 +$32,234,322 IVV, AGG, IXUS, IJH, IJR 13F-HR 04 May 2023, 07:57
Q4 2022 143 $805,973,717 +$44,615,720 -$7,193,286 +$37,422,434 IVV, AGG, IXUS, IJH, IJR 13F-HR 30 Jan 2023, 09:55
Q3 2022 132 $723,189,000 +$68,620,137 -$5,682,144 +$62,937,993 IVV, AGG, IXUS, IJH, IJR 13F-HR 18 Oct 2022, 21:29
Q2 2022 132 $700,688,000 +$50,302,294 -$32,435,453 +$17,866,841 IVV, AGG, IXUS, IJH, IJR 13F-HR 19 Jul 2022, 10:39
Q1 2022 141 $725,880,000 +$98,656,789 -$40,294,755 +$58,362,034 IVV, AGG, IXUS, IJH, MUB 13F-HR 05 May 2022, 11:55
Q4 2021 143 $753,873,000 +$43,455,416 -$7,457,319 +$35,998,097 IVV, AGG, IXUS, IJH, MUB 13F-HR 31 Jan 2022, 18:19
Q3 2021 133 $679,459,000 +$50,053,903 -$4,779,911 +$45,273,992 IVV, AGG, IXUS, IJH, MUB 13F-HR 15 Oct 2021, 12:47
Q2 2021 78 $644,517,000 +$7,580,787 -$44,914,993 -$37,334,206 IVV, AGG, IXUS, IJH, MUB Restatement 13 Aug 2021, 12:43
Q1 2021 90 $644,893,000 +$34,994,888 -$9,466,957 +$25,527,931 IVV, AGG, IXUS, IJH, MUB 13F-HR 06 May 2021, 10:41
Q4 2020 91 $605,594,000 +$42,152,749 -$7,335,395 +$34,817,354 IVV, AGG, IXUS, IJH, MUB 13F-HR 09 Feb 2021, 18:18
Q3 2020 79 $506,554,000 +$26,545,755 -$4,681,198 +$21,864,557 IVV, AGG, IXUS, IJH, MUB 13F-HR 27 Oct 2020, 17:04
Q2 2020 78 $484,193,000 +$38,758,214 -$14,680,230 +$24,077,984 IVV, AGG, IXUS, IJH, MUB 13F-HR 03 Aug 2020, 13:49
Q1 2020 74 $392,464,000 +$25,523,967 -$10,933,261 +$14,590,706 AGG, IVV, IXUS, IJH, MUB 13F-HR 30 Apr 2020, 12:51
Q4 2019 79 $451,472,000 +$22,875,580 -$10,363,562 +$12,512,018 IVV, AGG, IXUS, IJH, REET 13F-HR 10 Feb 2020, 14:10
Q3 2019 74 $418,949,000 +$21,638,409 -$6,966,299 +$14,672,110 AGG, IVV, IXUS, IJH, REET 13F-HR 23 Oct 2019, 10:04
Q2 2019 74 $400,533,000 +$22,806,803 -$1,508,165 +$21,298,638 AGG, IVV, IXUS, IJH, MUB 13F-HR 31 Jul 2019, 12:45
Q1 2019 71 $370,237,000 +$27,527,874 -$11,515,330 +$16,012,544 AGG, IVV, IXUS, IJH, REET 13F-HR 08 Apr 2019, 12:03
Q4 2018 71 $324,117,000 +$55,422,043 -$5,737,552 +$49,684,491 AGG, IVV, IXUS, MUB, IJH 13F-HR 14 Jan 2019, 10:32
Q3 2018 69 $305,461,000 +$18,742,787 -$3,421,881 +$15,320,906 AGG, IVV, IXUS, IJH, REET 13F-HR 04 Oct 2018, 08:49
Q2 2018 65 $288,089,000 +$28,979,030 -$5,863,147 +$23,115,883 AGG, IVV, IXUS, REET, IJH 13F-HR 26 Jul 2018, 13:59
Q1 2018 61 $253,643,000 +$26,265,625 -$10,881,175 +$15,384,450 AGG, IVV, IXUS, MUB, IVW 13F-HR 05 Apr 2018, 11:27
Q4 2017 59 $245,484,000 +$24,642,017 -$4,077,912 +$20,564,105 AGG, IVV, IXUS, IVW, MUB 13F-HR 24 Jan 2018, 16:03
Q3 2017 53 $218,073,000 $0 $0 $0 AGG, IVV, IXUS, IVW, MUB 13F-HR 12 Oct 2017, 10:05