CAHABA WEALTH MANAGEMENT, INC.
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 29 quarters, returned +4.6% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 65.5% of quarters (excess t = 1.83, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 153 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| IVV | $424M | | ADD |
| UBND | $178M | | ADD |
| IXUS | $153M | | HOLD |
| IJH | $136M | | ADD |
| IJR | $59M | | ADD |
| SPYM | $57M | | ADD |
| ISTB | $55M | | ADD |
| MUB | $41M | | ADD |
| VXUS | $40M | | HOLD |
| SO | $38M | | ADD |
| IAGG | $30M | | ADD |
| SPMD | $28M | | ADD |
| SUB | $28M | | HOLD |
| VTEB | $21M | | HOLD |
| JPST | $20M | | ADD |
| SPSM | $16M | | HOLD |
| ACWI | $8M | | TRIM |
| AAPL | $7M | | ADD |
| IVW | $6M | | HOLD |
| IEFA | $6M | | TRIM |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.