CAHABA WEALTH MANAGEMENT, INC. - Portfolio overview

CAHABA WEALTH MANAGEMENT, INC. has 170 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 27.67%
2. UBND - VICTORY PORTFOLIOS II, 11.62%
3. IXUS - ISHARES TR, 10.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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