CAHABA WEALTH MANAGEMENT, INC.

CIK

1716399

Location

Atlanta, GA

Portfolio Value

Small $112,612,736

Diversification

Diversified

Filing Date

Global Rank

#5,422 / 8,603 ▲ 304 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 36.0%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.8%

SPY

+76.0%

Annualised alpha

-3.3%

Max drawdown

−12.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

33.4%

+5.7 pts

Top 5

51.2%

+2.3 pts

Top 10

63.4%

+1.1 pts

HHI

1,260

Diversified+309

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	36.7%	$41,292,301	4
Technology	16.8%	$18,862,782	10
Financial Services	14.8%	$16,698,174	18
Industrials	7.9%	$8,846,031	14
Healthcare	5.8%	$6,544,680	9
Unclassified	5.4%	$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	0.7%	$771,405	2
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
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
AJG	Arthur J. Gallagher & Co.	+59	1,132	$245,168
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
BOX	Box Inc	6,733	$201,384
FSCO	FS Credit Opportunities Corp.	28,578	$180,041
FBLG	FibroBiologics, Inc.	14,702	$66,159
CVNA	Carvana Co.	492	$41,526
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $112,612,736 total · 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 80 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%	33.39%
AAPL	Apple Inc. Technology	Added	27,000	+774	$6,852,330	−3.9%	6.08%
RJF	Raymond James Financial Inc Financial Services	Added	38,564	+274	$5,583,681	−9.2%	4.96%
MSFT	Microsoft Corp Technology	Reduced	11,077	-25	$4,100,373	−23.6%	3.64%
NVDA	Nvidia Corp Technology	Reduced	20,471	-1,253	$3,570,142	−11.9%	3.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,200	+37	$3,450,240	−4.2%	3.06%
AWK	American Water Works Company, Inc. Utilities	Added	21,743	+358	$2,959,004	+6.0%	2.63%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,452	-41	$2,895,313	−5.5%	2.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,944	+200	$2,487,576	−8.2%	2.21%
AVGO	Broadcom Inc. Technology	Reduced	5,974	-205	$1,849,012	−13.5%	1.64%
QQQ	Invesco Qqq Trust, Series 1	Added	3,198	+661	$1,845,821	+18.4%	1.64%
J	Jacobs Solutions Inc. Industrials	Held	13,418	0	$1,707,843	−3.9%	1.52%
HCA	HCA Healthcare, Inc. Healthcare	Added	3,591	+3	$1,699,404	+1.5%	1.51%
WMT	Walmart Inc. Consumer Defensive	Added	12,983	+2,181	$1,613,527	+34.1%	1.43%
JNJ	Johnson & Johnson Healthcare	Added	6,469	+970	$1,581,282	+39.0%	1.40%
CAT	Caterpillar Inc Industrials	Reduced	1,980	-32	$1,402,750	+21.7%	1.25%
ABCB	Ameris Bancorp Financial Services	Added	16,653	+29	$1,298,767	+5.2%	1.15%
LLY	ELI LILLY & Co Healthcare	Added	1,350	+11	$1,241,689	−13.7%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,542	+443	$1,164,928	+9.2%	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,169	-4	$1,164,826	+15.2%	1.03%
AFL	Aflac Inc Financial Services	Added	10,008	+72	$1,097,977	+0.2%	0.98%
GOOGL	Alphabet Inc. Communication Services	Added	3,405	+185	$979,141	−2.8%	0.87%
GLD	Spdr Gold Trust	Reduced	2,127	-117	$915,226	+2.9%	0.81%
KO	Coca Cola Co Consumer Defensive	Added	11,748	+733	$893,435	+16.0%	0.79%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,777	-105	$863,063	−2.0%	0.77%
MMM	3M Co Industrials	Added	5,654	+38	$821,130	−8.7%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,752	+227	$809,528	−0.5%	0.72%
ABBV	AbbVie Inc. Healthcare	Added	3,617	+13	$786,661	−4.5%	0.70%
V	Visa Inc. Financial Services	Added	2,450	+63	$740,488	−11.5%	0.66%
PANW	Palo Alto Networks Inc Technology	Added	4,488	+76	$719,516	−11.5%	0.64%
MCBS	MetroCity Bankshares, Inc. Financial Services	Held	25,000	0	$716,750	+8.0%	0.64%
RTX	RTX Corp Industrials	Reduced	3,538	-135	$682,480	+1.3%	0.61%
T	At&T Inc. Communication Services	Reduced	23,536	-27,442	$682,308	−46.1%	0.61%
GE	General Electric Co Industrials	Added	2,362	+674	$670,264	+28.9%	0.60%
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%	0.51%
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	0.45%
GEV	GE Vernova Inc. Industrials	Added	558	+173	$487,078	+93.6%	0.43%
CVX	Chevron Corp Energy	Added	2,324	+359	$480,835	+60.6%	0.43%
ORCL	Oracle Corp Technology	Added	3,131	+22	$460,601	−24.0%	0.41%
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	0.37%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,322	-35	$357,719	−20.1%	0.32%
META	Meta Platforms, Inc. Communication Services	Added	624	+90	$357,009	+1.3%	0.32%