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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 62.69% of Cahill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAS, DFAI, DUSB, IVV, SPY, TLT, IJR, AQST, TMDX.
Started 1 new stock position in DUSB.
Reduced shares in these 10 stocks: SYK, BND, BIV, ESGV, AAPL, IJH, WMT, GOOGL, VTI, VB.
Sold out of its position in ESGV.
Cahill Wealth Management was a net buyer of stock by $6.6M.
Cahill Wealth Management has $197M in assets under management (AUM), dropping by 0.21%.
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 March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	35.8	$70M		125k	561.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.6	$21M	+14%	631k	32.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	6.1	$12M		15.00	798441.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.1	$10M	+2%	96k	104.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.1	$10M		36k	274.84	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.9	$7.7M		274k	28.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.7	$7.3M	+19%	234k	31.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$7.2M		124k	58.35	View chart
Apple (AAPL)	2.1	$4.2M		19k	222.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$3.9M	+12%	6.9k	559.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$3.2M	+14%	35k	91.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$3.1M	-9%	42k	73.45	View chart
Clearpoint Neuro (CLPT)	1.5	$2.9M		245k	11.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$2.7M		27k	98.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.6M	+104%	44k	59.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$2.3M		85k	27.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.0	$2.0M		49k	40.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.0M		3.7k	532.58	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$1.8M		26k	68.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$1.8M	-11%	23k	76.57	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.6M	+6%	63k	25.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.6M		61k	26.46	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.2M		56k	21.53	View chart
Mastercard Incorporated Cl A (MA)	0.6	$1.1M		2.1k	548.12	View chart
Stryker Corporation (SYK)	0.6	$1.1M	-26%	3.0k	372.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$872k	-2%	3.9k	221.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$825k		13k	63.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$753k		20k	38.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$681k		1.3k	513.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$670k		13k	50.83	View chart
Amazon (AMZN)	0.3	$647k		3.4k	190.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$641k		2.6k	244.65	View chart
Aquestive Therapeutics (AQST)	0.3	$633k	+52%	218k	2.90	View chart
Transmedics Group (TMDX)	0.3	$605k	+51%	9.0k	67.28	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$583k		23k	25.84	View chart
Viking Therapeutics (VKTX)	0.3	$514k	+39%	21k	24.15	View chart
Verona Pharma Sponsored Ads (VRNA)	0.3	$512k	+4%	8.1k	63.49	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$504k	NEW	9.9k	50.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$502k		1.4k	361.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$458k	-2%	7.5k	60.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$447k		5.7k	78.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$386k		2.1k	186.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$329k		2.8k	117.49	View chart
Costco Wholesale Corporation (COST)	0.2	$319k	+6%	337.00	946.37	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$243k		3.2k	75.91	View chart
Zoetis Cl A (ZTS)	0.1	$240k		1.5k	164.63	View chart
Wal-Mart Stores (WMT)	0.1	$238k	-14%	2.7k	87.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$232k		3.1k	75.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$225k	-12%	1.5k	154.69	View chart

Past Filings by Cahill Wealth Management

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

Cahill Wealth Management 2025 Q1 filed May 12, 2025
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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