Cahaba Wealth Management, Inc.
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$1.5B
Holdings
153
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 612.2k shares)
28.8%
02
$UBND
VICTORY PORTFOLIOS II
Q4 2025: Exited (was 7.64M shares)
12.1%
03
$IXUS
ISHARES TR
Q4 2025: Exited (was 1.70M shares)
10.4%
04
$IJH
ISHARES TR
Q4 2025: Exited (was 1.87M shares)
9.3%
05
$IJR
ISHARES TR
Q4 2025: Exited (was 439.6k shares)
4.0%
06
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 714.4k shares)
3.8%
07
$ISTB
ISHARES TR
Q4 2025: Exited (was 997.6k shares)
3.7%
08
$MUB
ISHARES TR
Q4 2025: Exited (was 339.4k shares)
2.8%
09
$VXUS
VANGUARD STAR FDS
Q4 2025: Exited (was 504.0k shares)
2.7%
10
$SO
SOUTHERN CO
Q4 2025: Exited (was 343.4k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.