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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, IJR, VTI, BRK.A, and represent 63.17% of Cahill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC, SCHB, IVV, DFAI, BRK.B, DFSV, IJR, ESGV, DFAS, TMDX.
Started 1 new stock position in ESGV.
Reduced shares in these 10 stocks: BRK.A, BND, VWO, IWF, AGG, BIV, SPTM, VB, Expion360, AAPL.
Sold out of its positions in Expion360, VWO.
Cahill Wealth Management was a net buyer of stock by $2.4M.
Cahill Wealth Management has $196M in assets under management (AUM), dropping by 1.19%.
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 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	37.3	$73M		124k	588.68	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.7	$19M	+7%	552k	34.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.5	$11M	+2%	94k	115.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.4	$11M		37k	289.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	5.2	$10M	-11%	15.00	680920.00	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.2	$8.3M	+4%	270k	30.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$7.8M		125k	62.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.9	$5.7M	+7%	195k	29.20	View chart
Apple (AAPL)	2.4	$4.8M		19k	250.42	View chart
Clearpoint Neuro (CLPT)	1.9	$3.8M		244k	15.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$3.6M		6.2k	586.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$3.3M	-12%	46k	71.91	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.7M	+3%	31k	87.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$2.6M		27k	96.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.1	$2.2M		84k	25.84	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.0	$2.0M		49k	40.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$1.9M		26k	74.73	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$1.9M		27k	71.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.7M	+25%	3.7k	453.28	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.6M		61k	26.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.5M	+2%	59k	25.37	View chart
Stryker Corporation (SYK)	0.8	$1.5M		4.1k	360.05	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.4M	+15%	21k	65.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M	+201%	55k	22.70	View chart
Mastercard Incorporated Cl A (MA)	0.6	$1.1M		2.1k	526.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$968k		4.0k	240.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$794k		20k	40.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$791k		13k	60.75	View chart
Amazon (AMZN)	0.4	$746k		3.4k	219.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$712k	+2%	1.3k	538.68	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$664k		2.6k	253.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$628k		13k	47.82	View chart
Viking Therapeutics (VKTX)	0.3	$616k	+10%	15k	40.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$558k	-16%	1.4k	401.58	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$558k		23k	24.55	View chart
Aquestive Therapeutics (AQST)	0.3	$509k		143k	3.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$444k		7.7k	57.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$441k		5.7k	78.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$411k		2.1k	198.15	View chart
Transmedics Group (TMDX)	0.2	$369k	+69%	5.9k	62.35	View chart
Verona Pharma Sponsored Ads (VRNA)	0.2	$360k		7.7k	46.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$355k		2.8k	126.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$313k	+6%	1.7k	189.27	View chart
Costco Wholesale Corporation (COST)	0.1	$291k		317.00	916.70	View chart
Wal-Mart Stores (WMT)	0.1	$287k		3.2k	90.36	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$239k		3.2k	74.78	View chart
Zoetis Cl A (ZTS)	0.1	$237k		1.5k	162.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$215k		3.1k	70.28	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$202k	NEW	1.9k	104.90	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 Q4 filed Feb. 13, 2025
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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