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Cahill Wealth Management

Latest statistics and disclosures from Cahill Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, DFAC, BRK.A, IJR, VTI, and represent 62.82% of Cahill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BRK.A (+$12M), DFAI, DFAC, BRK.B, IJR, DFSV, WMT, VRNA, IVV, DFEM.
Started 3 new stock positions in BRK.A, WMT, VRNA.
Reduced shares in these 10 stocks: SPTM, BND, AGG, SCHB, XPEL, VEA, SYK, GOOGL, SCZ, VTI.
Sold out of its position in XPEL.
Cahill Wealth Management was a net buyer of stock by $14M.
Cahill Wealth Management has $194M in assets under management (AUM), dropping by 15.57%.
Central Index Key (CIK): 0001927960

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Positions held by Cahill Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	36.8	$71M		124k	576.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.1	$18M	+5%	513k	34.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	6.1	$12M	NEW	17.00	691180.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.5	$11M	+5%	92k	116.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.3	$10M		36k	283.16	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.1	$8.0M	+5%	259k	30.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$7.8M		125k	62.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$5.8M	+22%	183k	31.78	View chart
Apple (AAPL)	2.3	$4.5M		19k	233.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$4.0M	-7%	53k	75.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$3.5M		6.2k	573.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$2.9M	-2%	30k	98.10	View chart
Clearpoint Neuro (CLPT)	1.4	$2.7M		244k	11.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$2.7M	-10%	27k	101.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$2.4M		84k	28.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$2.1M		26k	78.37	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.0	$2.0M		49k	40.63	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$1.9M	-18%	27k	70.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$1.7M	+13%	61k	28.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.6M		57k	27.41	View chart
Stryker Corporation (SYK)	0.8	$1.5M	-7%	4.1k	361.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M	+127%	2.9k	460.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.2M	-19%	18k	66.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$1.2M		19k	64.86	View chart
Mastercard Incorporated Cl A (MA)	0.5	$1.0M		2.1k	493.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$957k		4.0k	237.19	View chart
Viking Therapeutics (VKTX)	0.5	$872k	+9%	14k	63.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$869k	-9%	13k	67.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$778k		20k	39.69	View chart
Aquestive Therapeutics (AQST)	0.4	$712k	+20%	143k	4.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$685k	-19%	13k	52.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$684k	+16%	1.3k	527.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$636k		2.6k	243.47	View chart
Amazon (AMZN)	0.3	$633k		3.4k	186.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$623k		1.7k	375.39	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$609k		23k	26.83	View chart
Transmedics Group (TMDX)	0.3	$547k	+28%	3.5k	157.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$484k	-4%	7.7k	63.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$449k		5.7k	79.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$416k		2.1k	200.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$328k		2.8k	117.29	View chart
Zoetis Cl A (ZTS)	0.1	$284k		1.5k	195.31	View chart
Costco Wholesale Corporation (COST)	0.1	$281k	+19%	317.00	886.74	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$260k		3.2k	81.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$257k	-31%	1.6k	165.87	View chart
Wal-Mart Stores (WMT)	0.1	$253k	NEW	3.1k	80.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$235k	-25%	3.0k	78.06	View chart
Verona Pharma Sponsored Ads (VRNA)	0.1	$223k	NEW	7.7k	28.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$216k	-15%	4.5k	47.85	View chart
Expion360 (XPON)	0.0	$1.3k	-45%	24k	0.05	View chart

Past Filings by Cahill Wealth Management

SEC 13F filings are viewable for Cahill Wealth Management going back to 2022

Cahill Wealth Management 2024 Q3 filed Nov. 1, 2024
Cahill Wealth Management 2024 Q2 filed Aug. 13, 2024
Cahill Wealth Management 2024 Q1 filed May 10, 2024
Cahill Wealth Management 2023 Q4 filed Jan. 29, 2024
Cahill Wealth Management 2023 Q3 filed Oct. 31, 2023
Cahill Wealth Management 2023 Q2 filed Aug. 11, 2023
Cahill Wealth Management 2023 Q1 filed May 8, 2023
Cahill Wealth Management 2022 Q4 filed Feb. 14, 2023
Cahill Wealth Management 2022 Q3 filed Nov. 10, 2022
Cahill Wealth Management 2022 Q2 filed Aug. 15, 2022
Cahill Wealth Management 2022 Q1 filed May 10, 2022

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