Managers / Q1 2023 · view latest →
CAHABA WEALTH MANAGEMENT, INC.
CIK 0001716399 · 1200 PEACHTREE STREET NE, SUITE 610, ATLANTA, GA, 30309 · 404-549-7678
Reported Value
$874M
Q1 2023
Positions
146
Filings on Record
31
2019–present window
Filed
May 4, 2023
original filing
Summary
Cahaba Wealth Management, Inc. reported $874M in U.S.-listed holdings across 146 positions for Q1 2023.
The portfolio is heavily concentrated: IVV alone accounts for 25.8% of reported value.
Compared with Q4 2022, the fund opened 9 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 154 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 156 | Jan 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 157 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 155 | Jul 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 147 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 145 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 151 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 149 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 149 | Apr 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 142 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $908M | 143 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $925M | 147 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $874M | 146 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $806.0B | 143 | Jan 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $723M | 132 | Oct 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $701M | 132 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $728M | 141 | May 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $754M | 143 | Feb 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $679M | 133 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $647M | 78 | Aug 13, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2021 | $645M | 90 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $607M | 91 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $507M | 79 | Oct 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $484M | 78 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $392M | 74 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $451M | 79 | Feb 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $419M | 74 | Oct 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $401M | 74 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $370M | 71 | Apr 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $324M | 71 | Jan 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.