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Portfolio (Quarterly) Guide ↗

CAHABA WEALTH MANAGEMENT, INC.

· CIK 0001716399
13F Portfolio $1.7B AUM 158 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 67 Added 34 Reduced 8 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JMST J P MORGAN EXCHANGE TRADED F 6,306.0 $322K 0.02% +333.0 +5.6% $51.00 -0.1%
62 GS GOLDMAN SACHS GROUP INC Financial Services 313.0 $317K 0.02% +10.0 +3.3% $1012.24 +2.4%
63 MRK MERCK & CO INC Healthcare 2,305.0 $296K 0.02% +25.0 +1.1% $128.52 +17.2%
64 LMT LOCKHEED MARTIN CORP Industrials 525.0 $268K 0.02% +6.0 +1.2% $509.87 +10.6%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 1,338.0 $242K 0.01% +13.0 +1.0% $180.92 +5.8%
66 CINF CINCINNATI FINL CORP Financial Services 1,281.0 $237K 0.01% +7.0 +0.6% $185.13 -7.5%
67 FSK FS KKR CAP CORP Financial Services 18,987.0 $199K 0.01% +733.0 +4.0% $10.50 +14.8%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 34.5%
Technology 20.9%
Financial Services 17.2%
Industrials 7.8%
Healthcare 6.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.4%
Communication Services 2.3%
Energy 1.3%