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Ohe Financial

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

Top 5 stock holdings are VUG, MOAT, VTV, BND, VEA, and represent 37.87% of Cahill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$146M), BND (+$14M), MOAT (+$10M), DFAC (+$8.8M), VO (+$8.0M), VEA (+$5.4M), FNDX, DFAX, VTV, QUAL.
Started 4 new stock positions in VBIL, USRT, DWM, TTE.
Reduced shares in these 10 stocks: DGRW (-$18M), IJH (-$7.9M), IVW, BRK.B, VIG, IVV, CGXU, HELO, SCHX, SEIV.
Sold out of its positions in BDX, HRB, BA, MPC, PSX, NOBL, SLYG, SPTL, SENS, TXN. Total.
Cahill Financial Advisors was a net buyer of stock by $183M.
Cahill Financial Advisors has $1.1B in assets under management (AUM), dropping by 21.27%.
Central Index Key (CIK): 0001600327

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Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 281 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Index Fund Etf (VUG)	20.9	$222M	+191%	455k	487.86	View chart
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)	4.5	$48M	+26%	566k	84.25	View chart
Vanguard Value Etf Etf (VTV)	4.4	$47M	+6%	247k	190.99	View chart
Vanguard Total Bond Market Index Fund Etf (BND)	4.2	$45M	+44%	601k	74.07	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.9	$42M	+14%	670k	62.47	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	3.8	$41M	+27%	1.0M	39.59	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	3.0	$31M	+13%	960k	32.73	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.8	$30M	-3%	243k	123.26	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.2	$24M	+10%	121k	198.62	View chart
Apple Stock (AAPL)	2.1	$23M		83k	271.86	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.1	$22M		105k	212.07	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	1.7	$18M	-4%	83k	219.78	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	1.6	$17M	-5%	35k	502.64	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.6	$17M	-3%	578k	29.55	View chart
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)	1.6	$17M	+32%	854k	19.95	View chart
Vanguard Mid-cap Etf Etf (VO)	1.5	$16M	+104%	54k	290.22	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.3	$14M		69k	199.68	View chart
Schwab Fundamental International Large Company Index Etf Etf (FNDF)	1.2	$13M	+7%	284k	45.21	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$11M		143k	78.81	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.9	$9.8M	-2%	300k	32.62	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$9.4M	+12%	343k	27.43	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$8.7M	+16%	85k	101.98	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.8	$8.1M	-5%	301k	26.91	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.7	$7.8M	+35%	77k	100.34	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.6	$6.4M		48k	134.32	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$5.7M		100k	57.24	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$5.6M	+2%	189k	29.61	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.5	$5.5M	+44%	109k	50.50	View chart
Microsoft Corporation Stock (MSFT)	0.5	$5.5M		11k	483.61	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	0.5	$5.3M	-77%	59k	89.43	View chart
Wisdomtree International High Dividend Fund Etf (DTH)	0.5	$5.1M	+3%	99k	51.60	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$5.0M	+2%	70k	71.41	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.5	$4.9M		221k	22.00	View chart
Matthews Emerging Markets Discovery Active Etf Etf (MEMS)	0.5	$4.8M	+2%	189k	25.48	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$4.7M	-5%	88k	53.76	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$4.7M	-12%	6.9k	684.93	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$4.6M	+3%	192k	24.04	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.4	$4.6M	+9%	46k	99.94	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.4	$4.4M	+11%	86k	51.60	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.4	$4.3M	+4%	128k	33.34	View chart
Vanguard Small-cap Value Etf Etf (VBR)	0.4	$4.2M		20k	211.79	View chart
Matthews Pacific Tiger Active Etf Etf (ASIA)	0.4	$4.2M		122k	34.17	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$4.0M		33k	121.61	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$3.9M	-4%	5.7k	681.97	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.4	$3.8M	-5%	133k	28.48	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$3.7M	-68%	56k	66.00	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.3	$3.7M	+99%	157k	23.37	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$3.5M		9.0k	386.84	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.3	$3.4M	+28%	115k	29.82	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.3	$3.3M		36k	91.45	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$3.2M	+6%	123k	25.75	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$3.1M		13k	246.16	View chart
Invesco Qqq Etf (QQQ)	0.3	$3.0M		4.9k	614.25	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.3	$2.8M		17k	167.94	View chart
Amazon.com Stock (AMZN)	0.3	$2.8M		12k	230.82	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$2.7M	+9%	8.0k	335.27	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$2.7M	-4%	22k	120.18	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$2.6M	-2%	30k	88.49	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.2	$2.6M	-2%	28k	96.27	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.6M	+14%	25k	107.11	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$2.6M		23k	113.92	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.2	$2.5M	+2%	66k	38.56	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.2	$2.5M	-2%	73k	34.74	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.2	$2.5M		38k	65.01	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$2.5M		6.6k	373.43	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.2	$2.4M		75k	31.85	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.2	$2.4M		51k	46.80	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$2.3M	+7%	68k	34.46	View chart
Nvidia Corporation Stock (NVDA)	0.2	$2.3M	-9%	12k	186.50	View chart
Ishares Core S&p U.s. Value Etf Etf (IUSV)	0.2	$2.3M		22k	102.54	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.2M		6.9k	322.20	View chart
3M Stock (MMM)	0.2	$2.2M	+2%	14k	160.10	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.2	$2.1M	-11%	47k	46.13	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.2	$2.1M	-15%	52k	41.50	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.0M		11k	191.57	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$2.0M		21k	96.03	View chart
Mastercard Stock (MA)	0.2	$1.9M		3.4k	570.87	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.2	$1.9M	+5%	58k	33.45	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$1.9M		38k	50.32	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$1.9M	-3%	7.3k	257.94	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.9M	+21%	37k	50.29	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$1.8M		2.4k	753.68	View chart
Visa Stock (V)	0.2	$1.7M		5.0k	350.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$1.7M	-15%	20k	89.46	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.2	$1.7M		20k	84.83	View chart
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE)	0.2	$1.7M		47k	36.06	View chart
Vanguard Small-cap Growth Index Fund Etf (VBK)	0.2	$1.7M		5.6k	302.11	View chart
Wells Fargo & Co Stock (WFC)	0.2	$1.6M	-2%	17k	93.20	View chart
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA)	0.2	$1.6M	+17%	51k	31.51	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.6M	-10%	53k	30.07	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.6M		4.8k	330.08	View chart
Royal Caribbean Cruises Stock (RCL)	0.1	$1.6M	-8%	5.6k	278.93	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.5M		2.4k	627.04	View chart
Alphabet Inc Class C Stock (GOOG)	0.1	$1.5M		4.9k	313.78	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$1.5M	-2%	34k	43.43	View chart
Us Bancorp Stock (USB)	0.1	$1.5M		28k	53.36	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.5M		9.9k	148.68	View chart
Lockheed Martin Corporation Stock (LMT)	0.1	$1.4M	-3%	2.9k	483.66	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.1	$1.4M	-2%	30k	45.51	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.4M	+48%	27k	50.59	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$1.4M	-6%	11k	120.96	View chart
Blackrock Etf Trust Ii Ishares High Yie Etf (HIMU)	0.1	$1.4M	+56%	28k	48.68	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$1.3M	-3%	31k	42.84	View chart
Cambria Global Ew Etf Etf (GEW)	0.1	$1.3M		26k	51.40	View chart
Caterpillar Stock (CAT)	0.1	$1.3M	-4%	2.3k	572.91	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$1.3M	-11%	7.0k	183.41	View chart
Exxon Mobil Corporation Stock (XOM)	0.1	$1.3M	-7%	11k	120.34	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$1.2M		25k	49.84	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.2M		19k	67.22	View chart
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS)	0.1	$1.2M		41k	29.03	View chart
Schwab U.s. Tips Etf Etf (SCHP)	0.1	$1.2M	-3%	45k	26.49	View chart
Northern Oil & Gas Stock (NOG)	0.1	$1.2M		55k	21.47	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.2M	+2%	17k	69.47	View chart
Medtronic Stock (MDT)	0.1	$1.2M	-6%	12k	96.06	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.1M	+2%	35k	32.75	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$1.1M		6.3k	177.37	View chart
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN)	0.1	$1.1M	-2%	4.1k	269.18	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M	+26%	5.2k	206.97	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.1M	+3%	1.2k	862.30	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.1M		23k	46.54	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$1.1M	+20%	7.4k	143.52	View chart
Target Corporation Stock (TGT)	0.1	$1.0M	+5%	11k	99.57	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.1	$1.0M	-10%	27k	38.93	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$1.0M	+10%	20k	50.94	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$986k	+6%	20k	48.32	View chart
Broadcom Stock (AVGO)	0.1	$977k		2.8k	346.09	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.1	$975k		16k	60.47	View chart
Honeywell International Stock (HON)	0.1	$971k	-3%	5.0k	195.07	View chart
Deere & Company Stock (DE)	0.1	$966k	-2%	2.1k	465.58	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$949k		9.0k	105.69	View chart
Kinder Morgan Stock (KMI)	0.1	$949k		35k	27.49	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$933k		11k	82.48	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$927k	-2%	37k	24.90	View chart
Vanguard Large Cap Etf Etf (VV)	0.1	$894k	-3%	2.8k	314.81	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$889k		7.8k	113.72	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$882k	-18%	34k	26.23	View chart
Ibm Corp Stock (IBM)	0.1	$877k	-10%	3.0k	296.23	View chart
Ecolab Stock (ECL)	0.1	$871k		3.3k	262.53	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.1	$865k	+165%	18k	48.70	View chart
Tortoise Energy Infra Corp Cef (TYG)	0.1	$864k		21k	40.90	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$851k	+22%	22k	39.45	View chart
Vanguard Financials Index Fund Etf (VFH)	0.1	$848k		6.4k	133.50	View chart
Emerson Elec Stock (EMR)	0.1	$833k		6.3k	132.72	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$830k	NEW	15k	56.96	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$814k	-4%	34k	23.67	View chart
Oracle Corporation Stock (ORCL)	0.1	$793k		4.1k	194.91	View chart
Home Depot Stock (HD)	0.1	$783k		2.3k	344.17	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$775k	+46%	10k	75.44	View chart
Cisco Systems Stock (CSCO)	0.1	$756k	-6%	9.8k	77.03	View chart
Ishares Msci Acwi Ex Us Etf Etf (ACWX)	0.1	$738k		11k	67.13	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.1	$690k	-42%	10k	66.43	View chart
Seagate Technology Stock (STX)	0.1	$678k		2.5k	275.39	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$622k		13k	46.59	View chart
Abbvie Stock (ABBV)	0.1	$619k	-11%	2.7k	228.52	View chart
Ch Robinson Worldwide Stock (CHRW)	0.1	$615k		3.8k	160.76	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$612k	+6%	11k	57.24	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$611k	-2%	7.2k	84.64	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$595k		2.0k	303.94	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$582k	-2%	2.7k	214.66	View chart
Bank Of America Corp Stock (BAC)	0.1	$579k		11k	55.00	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$577k		2.7k	210.36	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$575k	-6%	6.0k	95.22	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.1	$561k	+4%	11k	50.66	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.1	$561k	+8%	11k	51.80	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$561k	-4%	9.3k	60.39	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$557k	-8%	4.0k	141.07	View chart
Xcel Energy Stock (XEL)	0.1	$556k		7.5k	73.86	View chart
General Mills Stock (GIS)	0.1	$548k	+63%	12k	46.50	View chart
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$530k	-27%	9.1k	58.12	View chart
Verizon Communications Stock (VZ)	0.0	$526k		13k	40.73	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$513k	-4%	9.9k	51.77	View chart
Altria Group Stock (MO)	0.0	$511k	+2%	8.9k	57.66	View chart
Merck & Co Stock (MRK)	0.0	$503k		4.8k	105.26	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$495k		3.6k	136.94	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$494k	+36%	6.0k	82.82	View chart
Idexx Laboratories Stock (IDXX)	0.0	$493k	-2%	728.00	676.53	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$492k	-4%	7.3k	67.43	View chart
Chevron Corporation Stock (CVX)	0.0	$481k	+7%	3.2k	152.40	View chart
Vaneck Vectors High Yield Muni Etf Etf (HYD)	0.0	$467k		9.1k	51.12	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.0	$467k	-31%	36k	12.90	View chart
Alphabet Inc Class A Stock (GOOGL)	0.0	$465k		1.5k	313.07	View chart
Air Products & Chemicals Stock (APD)	0.0	$464k		1.9k	247.05	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.0	$463k	+111%	9.8k	47.35	View chart
Applied Materials Stock (AMAT)	0.0	$462k		1.8k	256.99	View chart
Gilead Sciences Stock (GILD)	0.0	$452k		3.7k	122.75	View chart
Edap Tms Sa Adr (EDAP)	0.0	$444k		135k	3.29	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$443k	+38%	9.4k	47.02	View chart
Mcdonald's Corp Stock (MCD)	0.0	$442k		1.4k	305.65	View chart
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL)	0.0	$439k		3.8k	114.97	View chart
Philip Morris International Stock (PM)	0.0	$436k		2.7k	160.42	View chart
Etfmg Prime Cyber Security Etf Etf (HACK)	0.0	$434k	-8%	5.4k	80.38	View chart
General Electric Company Stock (GE)	0.0	$431k		1.4k	308.11	View chart
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.0	$431k	-8%	22k	19.53	View chart
Newmont Corporation Stock (NEM)	0.0	$428k		4.3k	99.86	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$421k	-36%	5.2k	81.01	View chart
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$420k	-8%	16k	25.82	View chart
Facebook Stock (META)	0.0	$415k	-2%	629.00	659.68	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$410k	-15%	4.6k	89.99	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$408k		2.3k	181.21	View chart
Rockwell Automation Stock (ROK)	0.0	$406k		1.0k	389.00	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$406k	-9%	4.2k	97.40	View chart
Williams Cos Stock (WMB)	0.0	$399k	-12%	6.6k	60.11	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$397k	+3%	4.4k	89.56	View chart
Prudential Finl Stock (PRU)	0.0	$397k		3.5k	112.89	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$395k	-3%	9.5k	41.48	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$391k	-30%	7.7k	50.46	View chart
Nextera Energy Stock (NEE)	0.0	$391k		4.9k	80.29	View chart
Cbre Group Stock (CBRE)	0.0	$389k		2.4k	160.79	View chart
At&t Stock (T)	0.0	$385k		16k	24.84	View chart
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB)	0.0	$383k	-4%	15k	24.94	View chart
Accenture Stock (ACN)	0.0	$382k	+21%	1.4k	268.28	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.0	$377k		3.2k	118.17	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$365k	+13%	4.2k	87.16	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.0	$361k	-21%	15k	24.38	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$361k	+22%	7.9k	45.53	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$360k		1.4k	250.30	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$360k	+60%	8.0k	44.71	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$359k	-21%	16k	23.02	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$348k		1.1k	323.01	View chart
Pfizer Stock (PFE)	0.0	$346k	-37%	14k	24.90	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$342k		6.5k	52.41	View chart
Walmart Stock (WMT)	0.0	$342k	+16%	3.1k	111.40	View chart
Totalenergies Se Act Stock (TTE)	0.0	$339k	NEW	5.2k	65.42	View chart
Church & Dwight Stock (CHD)	0.0	$338k		4.0k	83.84	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$336k	+8%	6.8k	49.46	View chart
Delta Air Lines Stock (DAL)	0.0	$335k		4.8k	69.40	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$329k		5.3k	62.16	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$329k		2.5k	129.18	View chart
Robo Global Robotics & Automation Etf Etf (ROBO)	0.0	$325k		4.7k	69.30	View chart
Wisdomtree International Midcap Dividend Fund Etf (DIM)	0.0	$323k		4.0k	80.56	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$322k		15k	20.89	View chart
Cambria Endowment Style Etf Etf (ENDW)	0.0	$322k		10k	30.94	View chart
Levi Strauss & Co New Cl A Com Stk Stock (LEVI)	0.0	$320k		15k	20.74	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$320k	+16%	2.0k	162.01	View chart
Solventum Corp Stock (SOLV)	0.0	$319k	-12%	4.0k	79.24	View chart
Welltower Reit (WELL)	0.0	$319k		1.7k	185.59	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$317k		3.3k	96.88	View chart
Amgen Stock (AMGN)	0.0	$313k	-9%	955.00	327.33	View chart
Tractor Supply Company Stock (TSCO)	0.0	$312k		6.2k	50.01	View chart
Pepsico Stock (PEP)	0.0	$311k	-16%	2.2k	143.51	View chart
Tesla Stock (TSLA)	0.0	$308k	-4%	684.00	449.72	View chart
Waste Management Stock (WM)	0.0	$306k	+28%	1.4k	219.69	View chart
Realty Income Corp Reit (O)	0.0	$292k	-2%	5.2k	56.37	View chart
Qualcomm Stock (QCOM)	0.0	$291k		1.7k	171.05	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$290k	+44%	6.8k	42.87	View chart
United Parcel Service Stock (UPS)	0.0	$287k		2.9k	99.18	View chart
Cigna Corp Stock (CI)	0.0	$283k		1.0k	275.24	View chart
Lowe's Companies Stock (LOW)	0.0	$281k		1.2k	241.26	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$280k	+7%	3.6k	77.02	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.0	$271k		2.9k	94.02	View chart
Vanguard Consumer Discretionary Index Fund Etf (VCR)	0.0	$270k		685.00	393.92	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.0	$269k	NEW	3.6k	75.43	View chart
Toyota Motor Corp Sp Adr Rep2com Adr (TM)	0.0	$264k		1.2k	214.08	View chart
Ally Finl Stock (ALLY)	0.0	$264k		5.8k	45.29	View chart
Apollo Global Mgmt Stock (APO)	0.0	$260k	-4%	1.8k	144.73	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$258k		4.9k	52.43	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$257k		1.8k	141.17	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$257k	NEW	3.7k	68.76	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$256k	-28%	3.1k	82.34	View chart
Ishares Biotechnology Fund Etf (IBB)	0.0	$253k	-6%	1.5k	168.75	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$248k		2.0k	125.97	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$245k	-5%	2.1k	118.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$244k	+14%	2.4k	99.88	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$244k		2.6k	94.16	View chart
Abbott Laboratories Stock (ABT)	0.0	$238k	-5%	1.9k	125.28	View chart
Travelers Companies Stock (TRV)	0.0	$237k		816.00	289.90	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$227k		629.00	360.18	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$222k	+6%	4.0k	54.72	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$219k	-31%	2.2k	97.75	View chart
Schwab Fundamental International Small Company Index Etf Etf (FNDC)	0.0	$216k	-19%	4.9k	44.55	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$214k		452.00	473.43	View chart
Servicenow Stock (NOW)	0.0	$211k	+387%	1.4k	153.19	View chart
Graco Stock (GGG)	0.0	$211k		2.6k	81.97	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	0.0	$210k		4.0k	52.64	View chart
Electronic Arts Stock (EA)	0.0	$209k		1.0k	204.43	View chart
Procter & Gamble Stock (PG)	0.0	$208k	-5%	1.5k	143.26	View chart
Ford Motor Company Stock (F)	0.0	$197k	-39%	15k	13.12	View chart
Blackrock Corporate High Yield Fund Cef (HYT)	0.0	$184k	-18%	21k	8.90	View chart
Vodafone Group Adr (VOD)	0.0	$150k	-28%	11k	13.21	View chart
Gladstone Land Corporation Reit (LAND)	0.0	$93k	-13%	10k	9.15	View chart
Pinstripes Holdings Inc Cl A Stock (PNSTQ)	0.0	$0	+25%	15k	0.00	View chart

Past Filings by Cahill Financial Advisors

SEC 13F filings are viewable for Cahill Financial Advisors going back to 2013

Cahill Financial Advisors 2025 Q4 filed Feb. 18, 2026
Cahill Financial Advisors 2025 Q3 filed Nov. 3, 2025
Cahill Financial Advisors 2025 Q2 filed Aug. 7, 2025
Cahill Financial Advisors 2025 Q1 filed May 15, 2025
Cahill Financial Advisors 2024 Q4 filed Feb. 14, 2025
Cahill Financial Advisors 2024 Q3 filed Nov. 12, 2024
Cahill Financial Advisors 2024 Q2 filed Aug. 7, 2024
Cahill Financial Advisors 2024 Q1 filed May 13, 2024
Cahill Financial Advisors 2023 Q3 filed Nov. 14, 2023
Cahill Financial Advisors 2023 Q2 filed Aug. 14, 2023
Cahill Financial Advisors 2023 Q1 filed May 12, 2023
Cahill Financial Advisors 2022 Q4 filed Feb. 15, 2023
Cahill Financial Advisors 2022 Q3 filed Nov. 14, 2022
Cahill Financial Advisors 2022 Q2 filed Aug. 8, 2022
Cahill Financial Advisors 2022 Q1 filed May 12, 2022
Cahill Financial Advisors 2021 Q4 filed Feb. 11, 2022

View all past filings

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