William Douglass Jackson

Cahaba Wealth Management, Inc.

Assets Managed

$1.473B

Holdings

153

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

2.55%(2Q avg: 3.29%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cahaba Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 153 positions.

Assets under management

The assets under management (AUM) of Cahaba Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.473B in assets, with a quarterly growth rate of 2.55% and a 2-quarter average growth rate of 3.29%. The portfolio is managed by William Douglass Jackson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 3.94%	28.8%	$424.139M 649,315 shares@ $653.22 avg price	Increased 3.94%
UBND Victoryshares Core Plus Inte Recent Activity Increased 4.03%	12.1%	$178.142M 8.179M shares@ $21.78 avg price	Increased 4.03%
IXUS Ishares Core Intl Stock Etf Recent Activity Increased 0.89%	10.4%	$153.19M 1.768M shares@ $86.65 avg price	Increased 0.89%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 3.19%	9.27%	$136.455M 2.021M shares@ $67.53 avg price	Increased 3.19%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 3.63%	4.04%	$59.388M 477,743 shares@ $124.32 avg price	Increased 3.63%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 2.86%	3.85%	$56.695M 740,721 shares@ $76.54 avg price	Increased 2.86%
ISTB Ishares Core 1-5 Year Usd Bo Recent Activity Increased 6.04%	3.72%	$54.702M 1.129M shares@ $48.46 avg price	Increased 6.04%
MUB Ishares National Muni Bond E Recent Activity Increased 9.25%	2.77%	$40.701M 383,426 shares@ $106.15 avg price	Increased 9.25%
VXUS Vanguard Total Intl Stock Recent Activity Increased 0.82%	2.69%	$39.54M 512,768 shares@ $77.11 avg price	Increased 0.82%
SO Southern Co The Recent Activity Increased 14.69%	2.56%	$37.602M 389,578 shares@ $96.52 avg price	Increased 14.69%

1-10 of 153