CAHABA WEALTH MANAGEMENT, INC.

CIK

1716399

Location

Atlanta, GA

Portfolio Value

Small $114,106,324

Diversification

Diversified

Filing Date

Global Rank

#5,420 / 8,623 ▲ 299 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 35.5%

3Y Alpha vs SPY

-1.0%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+61.0%

SPY

+65.3%

Annualised alpha

-1.0%

Max drawdown

−12.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.0%

+5.6 pts

Top 5

50.6%

+2.2 pts

Top 10

62.5%

+1.0 pts

HHI

1,228

Diversified+299

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	36.2%	$41,292,301	4
Technology	16.8%	$19,224,399	10
Financial Services	14.6%	$16,698,174	18
Industrials	7.8%	$8,846,031	14
Healthcare	5.7%	$6,544,680	9
Unclassified	5.3%	$6,070,548	5
Consumer Cyclical	4.8%	$5,432,586	6
Consumer Defensive	4.7%	$5,340,004	7
Communication Services	2.2%	$2,521,161	4
Energy	1.7%	$1,903,376	3
Basic Materials	0.2%	$233,064	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+49,881	389,578	$37,602,068
WMT	Walmart Inc.	+2,181	12,983	$1,613,527
JNJ	Johnson & Johnson	+970	6,469	$1,581,282
AAPL	Apple Inc.	+774	27,000	$6,852,330
KO	Coca Cola Co	+733	11,748	$893,435
GE	General Electric Co	+674	2,362	$670,264
QQQ	Invesco Qqq Trust, Series 1	+661	3,198	$1,845,821
HD	Home Depot, Inc.	+443	3,542	$1,164,928
CVX	Chevron Corp	+359	2,324	$480,835
AWK	American Water Works Company, Inc.	+358	21,743	$2,959,004
RJF	Raymond James Financial Inc	+274	38,564	$5,583,681
JPM	Jpmorgan Chase & Co	+227	2,752	$809,528
AMZN	Amazon Com Inc	+200	11,944	$2,487,576
GOOGL	Alphabet Inc.	+185	3,405	$979,141
GEV	GE Vernova Inc.	+173	558	$487,078
BAC	Bank Of America Corp /De/	+124	10,708	$522,015
D	Dominion Energy, Inc	+124	4,477	$276,768
DE	Deere & Co	+124	907	$510,913
TSLA	Tesla, Inc.	+111	910	$338,292
XOM	ExxonMobil Holdings Corp	+98	6,672	$1,131,971
META	Meta Platforms, Inc.	+90	624	$357,009
NEE	Nextera Energy Inc	+87	4,893	$454,461
PANW	Palo Alto Networks Inc	+76	4,488	$719,516
AFL	Aflac Inc	+72	10,008	$1,097,977
V	Visa Inc.	+63	2,450	$740,488
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−27,442	23,536	$682,308
NVDA	Nvidia Corp	−1,253	20,471	$3,570,142
SLV	iShares Silver Trust	−1,094	3,374	$229,904
PG	PROCTER & GAMBLE Co	−411	4,084	$589,892
AVGO	Broadcom Inc.	−205	5,974	$1,849,012
WM	Waste Management Inc	−150	2,477	$569,189
RTX	RTX Corp	−135	3,538	$682,480
MRK	Merck & Co., Inc.	−121	2,280	$274,261
GLD	Spdr Gold Trust	−117	2,127	$915,226
MCD	Mcdonalds Corp	−105	2,777	$863,063
MRSH	Marsh & Mclennan Companies, Inc.	−89	1,174	$203,630
ETN	Eaton Corp plc	−81	687	$245,719
ABT	Abbott Laboratories	−73	3,126	$320,946
AMGN	Amgen Inc	−68	637	$224,128
SPY	Spdr S&P 500 ETF Trust	−41	4,452	$2,895,313
UNH	Unitedhealth Group Inc	−35	1,322	$357,719
CAT	Caterpillar Inc	−32	1,980	$1,402,750
MSFT	Microsoft Corp	−25	11,077	$4,100,373
PEP	Pepsico Inc	−23	4,163	$646,472
LMT	Lockheed Martin Corp	−22	519	$313,678
GS	Goldman Sachs Group Inc	−21	303	$256,334
CSCO	Cisco Systems, Inc.	−15	3,405	$264,193
COST	Costco Wholesale Corp /New	−4	1,169	$1,164,826
BLK	BlackRock, Inc.	−4	257	$247,159
LOW	Lowes Companies Inc	−1	1,298	$306,691
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
WMG	Warner Music Group Corp.	19,683	$502,703
PWR	Quanta Services, Inc.	755	$414,510
LNG	Cheniere Energy, Inc.	1,024	$290,570
ASML	Asml Holding NV	194	$256,241
HUBB	Hubbell Inc	518	$254,203
PNFP	Pinnacle Financial Partners, Inc.	2,486	$214,144
FSSL	FS Specialty Lending Fund	14,731	$184,284
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
WBD	Warner Bros. Discovery, Inc.	9,509	$274,049
ADP	Automatic Data Processing Inc	1,037	$266,747
GLDM	World Gold Trust	3,034	$259,012
QCOM	Qualcomm Inc/De	1,475	$252,298
PAYX	Paychex Inc	1,968	$220,770
VZ	Verizon Communications Inc	5,384	$219,290
CVNA	Carvana Co.	492	$207,633
BOX	Box Inc	6,733	$201,384
FSCO	FS Credit Opportunities Corp.	28,578	$180,041
FBLG	FibroBiologics, Inc.	14,702	$3,307
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $114,106,324 total · filing declares 154 positions · $1,473,061,052 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SO	Southern Co Utilities	Added	389,578	+49,881	$37,602,068	+26.9%	32.95%
AAPL	Apple Inc. Technology	Added	27,000	+774	$6,852,330	−3.9%	6.01%
RJF	Raymond James Financial Inc Financial Services	Added	38,564	+274	$5,583,681	−9.2%	4.89%
MSFT	Microsoft Corp Technology	Reduced	11,077	-25	$4,100,373	−23.6%	3.59%
NVDA	Nvidia Corp Technology	Reduced	20,471	-1,253	$3,570,142	−11.9%	3.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,200	+37	$3,450,240	−4.2%	3.02%
AWK	American Water Works Company, Inc. Utilities	Added	21,743	+358	$2,959,004	+6.0%	2.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,452	-41	$2,895,313	−5.5%	2.54%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,944	+200	$2,487,576	−8.2%	2.18%
AVGO	Broadcom Inc. Technology	Reduced	5,974	-205	$1,849,012	−13.5%	1.62%
QQQ	Invesco Qqq Trust, Series 1	Added	3,198	+661	$1,845,821	+18.4%	1.62%
J	Jacobs Solutions Inc. Industrials	Held	13,418	0	$1,707,843	−3.9%	1.50%
HCA	HCA Healthcare, Inc. Healthcare	Added	3,591	+3	$1,699,404	+1.5%	1.49%
WMT	Walmart Inc. Consumer Defensive	Added	12,983	+2,181	$1,613,527	+34.1%	1.41%
JNJ	Johnson & Johnson Healthcare	Added	6,469	+970	$1,581,282	+39.0%	1.39%
CAT	Caterpillar Inc Industrials	Reduced	1,980	-32	$1,402,750	+21.7%	1.23%
ABCB	Ameris Bancorp Financial Services	Added	16,653	+29	$1,298,767	+5.2%	1.14%
LLY	ELI LILLY & Co Healthcare	Added	1,350	+11	$1,241,689	−13.7%	1.09%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,542	+443	$1,164,928	+9.2%	1.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,169	-4	$1,164,826	+15.2%	1.02%
XOM	ExxonMobil Holdings Corp Energy	Added	6,672	+98	$1,131,971	+43.1%	0.99%
AFL	Aflac Inc Financial Services	Added	10,008	+72	$1,097,977	+0.2%	0.96%
GOOGL	Alphabet Inc. Communication Services	Added	3,405	+185	$979,141	−2.8%	0.86%
GLD	Spdr Gold Trust	Reduced	2,127	-117	$915,226	+2.9%	0.80%
KO	Coca Cola Co Consumer Defensive	Added	11,748	+733	$893,435	+16.0%	0.78%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,777	-105	$863,063	−2.0%	0.76%
MMM	3M Co Industrials	Added	5,654	+38	$821,130	−8.7%	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,752	+227	$809,528	−0.5%	0.71%
ABBV	AbbVie Inc. Healthcare	Added	3,617	+13	$786,661	−4.5%	0.69%
V	Visa Inc. CALL + SHARES Financial Services	Added	2,450	+63	$740,488	−11.5%	0.65%
PANW	Palo Alto Networks Inc Technology	Added	4,488	+76	$719,516	−11.5%	0.63%
MCBS	MetroCity Bankshares, Inc. Financial Services	Held	25,000	0	$716,750	+8.0%	0.63%
RTX	RTX Corp Industrials	Reduced	3,538	-135	$682,480	+1.3%	0.60%
T	At&T Inc. Communication Services	Reduced	23,536	-27,442	$682,308	−46.1%	0.60%
GE	General Electric Co Industrials	Added	2,362	+674	$670,264	+28.9%	0.59%
CLS	Celestica Inc Technology	Held	2,378	0	$669,835	−4.7%	0.59%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,163	-23	$646,472	+7.6%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,084	-411	$589,892	−8.4%	0.52%
WM	Waste Management Inc Industrials	Reduced	2,477	-150	$569,189	−1.4%	0.50%
TRV	Travelers Companies, Inc. Financial Services	Added	1,911	+52	$557,400	+3.4%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	10,708	+124	$522,015	−10.3%	0.46%
DE	Deere & Co Industrials	Added	907	+124	$510,913	+40.2%	0.45%
WMG	Warner Music Group Corp. Communication Services	NEW	19,683	NEW	$502,703	NEW	0.44%
GEV	GE Vernova Inc. Industrials	Added	558	+173	$487,078	+93.6%	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,235	+55	$482,156	−12.8%	0.42%
CVX	Chevron Corp Energy	Added	2,324	+359	$480,835	+60.6%	0.42%
ORCL	Oracle Corp Technology	Added	3,131	+22	$460,601	−24.0%	0.40%
NEE	Nextera Energy Inc Utilities	Added	4,893	+87	$454,461	+17.8%	0.40%
DAL	Delta Air Lines, Inc. Industrials	Added	6,789	+20	$451,332	−3.9%	0.40%
PWR	Quanta Services, Inc. Industrials	NEW	755	NEW	$414,510	NEW	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.