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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, VEA, DFAC, and represent 26.02% of Cahill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAX, IVV, GBIL, JMUB, Cambria Global EW ETF, MUB, SCHZ, VEA, EMR.
Started 21 new stock positions in Senseonics Hldgs, Banyan Acquisition Corporati, AVEM, AMGN, DFUV, IWP, SHY, MPC, SLYG, EQAL. Cambria Global EW ETF, JPIB, EMR, AGG, EEM, IWF, JCPB, SHYG, PSX, SMH, SPTL.
Reduced shares in these 10 stocks: IVW, BSV, SCHX, RSP, COWZ, VIG, JEPQ, FNDX, HELO, AVLV.
Sold out of its positions in AVLV, DOW, FELG, COWZ, CRM, SENS.
Cahill Financial Advisors was a net buyer of stock by $21M.
Cahill Financial Advisors has $878M in assets under management (AUM), dropping by 9.02%.
Central Index Key (CIK): 0001600327

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Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 288 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Index Fund Etf (VUG)	8.5	$75M		156k	479.61	View chart
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)	5.0	$44M		446k	99.11	View chart
Vanguard Value Etf Etf (VTV)	4.9	$43M		232k	186.49	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.0	$35M	+2%	583k	59.92	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	3.6	$31M	+11%	811k	38.57	View chart
Vanguard Total Bond Market Index Fund Etf (BND)	3.5	$31M		415k	74.37	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.5	$30M	-3%	251k	120.72	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	3.0	$27M	+9%	849k	31.38	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	2.6	$23M		258k	88.96	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.5	$22M		105k	206.51	View chart
Apple Stock (AAPL)	2.4	$21M	+3%	84k	254.63	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.4	$21M		109k	194.50	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	2.1	$19M	-2%	87k	215.79	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	2.1	$18M		36k	502.73	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	2.0	$18M	+3%	599k	29.62	View chart
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)	1.9	$17M	-2%	644k	26.30	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.6	$14M		70k	195.86	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.3	$12M		176k	65.26	View chart
Schwab Fundamental International Large Company Index Etf Etf (FNDF)	1.3	$11M		265k	42.96	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.3	$11M	-7%	143k	78.91	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.1	$9.8M	+7%	307k	31.91	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$8.4M	-8%	319k	26.34	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$8.3M	+6%	305k	27.30	View chart
Vanguard Mid-cap Etf Etf (VO)	0.9	$7.7M	-2%	26k	293.74	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$7.3M	+7%	73k	99.53	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.7	$6.4M		48k	132.48	View chart
Microsoft Corporation Stock (MSFT)	0.7	$5.9M		12k	517.95	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.7	$5.8M	+14%	57k	100.69	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$5.7M	-4%	100k	57.10	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.6	$5.4M		185k	29.11	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$5.3M	+64%	7.9k	669.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$5.1M	-2%	93k	54.18	View chart
Matthews Emerging Markets Discovery Active Etf Etf (MEMS)	0.6	$4.9M		184k	26.78	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.5	$4.8M		224k	21.27	View chart
Wisdomtree International High Dividend Fund Etf (DTH)	0.5	$4.7M		96k	49.15	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$4.7M	-3%	69k	67.83	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$4.3M	+12%	186k	23.28	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.5	$4.2M	+64%	42k	100.23	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.5	$4.2M		122k	34.27	View chart
Vanguard Small-cap Value Etf Etf (VBR)	0.5	$4.1M	-2%	20k	208.71	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.5	$4.0M		77k	52.30	View chart
Matthews Pacific Tiger Active Etf Etf (ASIA)	0.5	$4.0M		121k	33.34	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.5	$4.0M		33k	122.45	View chart
Spdr S&p 500 Etf Etf (SPY)	0.5	$4.0M	-6%	6.0k	666.18	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.4	$3.9M	-3%	140k	27.90	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.4	$3.8M	+67%	76k	50.47	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.4	$3.4M		9.0k	378.93	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.4	$3.2M		36k	89.57	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$3.0M		13k	241.97	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$3.0M	+3%	116k	25.85	View chart
Invesco Qqq Etf (QQQ)	0.3	$2.9M	-5%	4.9k	600.36	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$2.8M		31k	91.42	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.3	$2.8M		17k	164.54	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$2.8M		23k	118.83	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.3	$2.7M	+4%	28k	96.55	View chart
Amazon.com Stock (AMZN)	0.3	$2.7M		12k	219.57	View chart
Nvidia Corporation Stock (NVDA)	0.3	$2.6M	+3%	14k	186.58	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.3	$2.5M		22k	113.88	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.3	$2.5M	+12%	90k	27.94	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.3	$2.5M		38k	64.38	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.3	$2.5M		75k	32.89	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$2.4M		6.6k	365.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$2.4M	-4%	7.3k	328.15	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.3	$2.4M	+16%	53k	45.40	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.3	$2.4M	+16%	61k	38.90	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$2.3M		51k	45.76	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.3	$2.3M	-4%	65k	35.60	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$2.3M	+122%	21k	106.49	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.3	$2.2M		75k	29.39	View chart
Ishares Core S&p U.s. Value Etf Etf (IUSV)	0.3	$2.2M		22k	99.95	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.2M		6.9k	315.44	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$2.1M		63k	32.79	View chart
3M Stock (MMM)	0.2	$2.0M	-10%	13k	155.18	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.0M	-22%	11k	189.70	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.0M	+18%	23k	87.31	View chart
Royal Caribbean Cruises Stock (RCL)	0.2	$2.0M	-10%	6.1k	323.57	View chart
Mastercard Stock (MA)	0.2	$1.9M		3.4k	568.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$1.9M	-4%	7.6k	254.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.9M	-3%	21k	93.37	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$1.9M		38k	50.27	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$1.9M	+119%	79k	23.47	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.2	$1.8M		55k	33.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$1.8M	-3%	2.5k	746.69	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$1.8M		59k	29.64	View chart
Visa Stock (V)	0.2	$1.7M	+15%	5.0k	341.40	View chart
Vanguard Small-cap Growth Index Fund Etf (VBK)	0.2	$1.7M		5.7k	297.62	View chart
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE)	0.2	$1.7M		46k	36.16	View chart
Unitedhealth Group Stock (UNH)	0.2	$1.7M	+3%	4.8k	345.29	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.5M	+17%	31k	50.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$1.5M		2.5k	612.43	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$1.5M	+2%	35k	42.47	View chart
Wells Fargo & Co Stock (WFC)	0.2	$1.5M	+96%	18k	83.82	View chart
Lockheed Martin Corporation Stock (LMT)	0.2	$1.5M	+13%	3.0k	499.13	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.2	$1.5M		20k	72.56	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$1.4M		9.9k	145.66	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$1.4M		12k	118.44	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.2	$1.4M	-2%	31k	44.58	View chart
Northern Oil & Gas Stock (NOG)	0.2	$1.4M		55k	24.80	View chart
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA)	0.2	$1.3M	+6%	43k	31.16	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$1.3M	+6%	7.9k	167.33	View chart
Us Bancorp Stock (USB)	0.1	$1.3M		27k	48.33	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$1.3M	+2%	32k	40.95	View chart
Exxon Mobil Corporation Stock (XOM)	0.1	$1.3M	-4%	12k	112.75	View chart
Cambria Global Ew Etf Etf	0.1	$1.3M	NEW	26k	50.36	View chart
Schwab U.s. Tips Etf Etf (SCHP)	0.1	$1.3M		46k	26.95	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$1.2M	-5%	25k	50.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.2M		19k	65.92	View chart
Medtronic Stock (MDT)	0.1	$1.2M	-6%	13k	95.24	View chart
Alphabet Inc Class C Stock (GOOG)	0.1	$1.2M	-3%	4.9k	243.54	View chart
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS)	0.1	$1.2M		41k	29.22	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.1	$1.2M	-23%	18k	65.00	View chart
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN)	0.1	$1.2M		4.2k	279.84	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.1	$1.2M	+20%	30k	38.68	View chart
Oracle Corporation Stock (ORCL)	0.1	$1.2M	+34%	4.1k	281.21	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.1M	+2%	34k	33.37	View chart
Caterpillar Stock (CAT)	0.1	$1.1M	-10%	2.4k	477.07	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.1M	+14%	1.2k	925.49	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.1M	+5%	16k	67.26	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$1.1M	-3%	6.2k	174.57	View chart
Honeywell International Stock (HON)	0.1	$1.1M		5.1k	210.50	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.1M		23k	46.71	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.1M	+8%	41k	25.71	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$1.0M		9.0k	115.01	View chart
Deere & Company Stock (DE)	0.1	$975k	+2%	2.1k	457.33	View chart
Kinder Morgan Stock (KMI)	0.1	$973k	-9%	34k	28.31	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.1	$968k	-11%	16k	60.23	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$949k		38k	24.95	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$947k	+2%	19k	49.46	View chart
Broadcom Stock (AVGO)	0.1	$943k	+5%	2.9k	329.86	View chart
Ibm Corp Stock (IBM)	0.1	$938k	-19%	3.3k	282.18	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$935k	+156%	18k	51.04	View chart
Home Depot Stock (HD)	0.1	$930k		2.3k	405.24	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$928k	+41%	18k	50.73	View chart
Ecolab Stock (ECL)	0.1	$919k		3.4k	273.88	View chart
Target Corporation Stock (TGT)	0.1	$916k		10k	91.43	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$904k		11k	80.17	View chart
Vanguard Large Cap Etf Etf (VV)	0.1	$904k	-5%	2.9k	307.82	View chart
Tortoise Energy Infra Corp Cef (TYG)	0.1	$896k	-2%	21k	43.09	View chart
Blackrock Etf Trust Ii Ishares High Yie Etf (HIMU)	0.1	$877k	+43%	18k	49.19	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$864k		7.8k	110.60	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$863k	-6%	6.1k	140.94	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$862k		36k	23.94	View chart
Emerson Elec Stock (EMR)	0.1	$823k	NEW	6.3k	131.18	View chart
Vanguard Financials Index Fund Etf (VFH)	0.1	$819k	-12%	6.2k	131.24	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.1	$767k	-11%	53k	14.44	View chart
Johnson & Johnson Stock (JNJ)	0.1	$762k	+23%	4.1k	185.42	View chart
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$719k	-35%	13k	57.52	View chart
Cisco Systems Stock (CSCO)	0.1	$717k	+23%	11k	68.42	View chart
Ishares Msci Acwi Ex Us Etf Etf (ACWX)	0.1	$712k		11k	65.01	View chart
Abbvie Stock (ABBV)	0.1	$705k	+8%	3.0k	231.56	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.1	$648k		8.2k	79.51	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$645k	+2%	18k	36.55	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$620k		9.7k	63.59	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$616k	+3%	6.5k	95.15	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$611k		7.4k	82.58	View chart
Xcel Energy Stock (XEL)	0.1	$607k		7.5k	80.65	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$596k	NEW	13k	44.69	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$594k	+18%	4.3k	137.80	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$584k		2.8k	209.23	View chart
Seagate Technology Stock (STX)	0.1	$576k	-5%	2.4k	236.06	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$573k		10k	57.10	View chart
Verizon Communications Stock (VZ)	0.1	$571k	-8%	13k	43.95	View chart
Altria Group Stock (MO)	0.1	$569k	+6%	8.6k	66.06	View chart
Pfizer Stock (PFE)	0.1	$568k	+2%	22k	25.48	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$566k	-15%	11k	50.59	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$558k		2.7k	203.56	View chart
Bank Of America Corp Stock (BAC)	0.1	$552k	-3%	11k	51.59	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$546k	+2%	2.0k	279.26	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$542k		10k	52.22	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.1	$535k	-36%	11k	50.66	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.1	$529k		9.9k	53.27	View chart
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.1	$519k		24k	21.54	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$516k		7.0k	73.46	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$515k	NEW	3.6k	142.40	View chart
Air Products & Chemicals Stock (APD)	0.1	$512k		1.9k	272.75	View chart
Etfmg Prime Cyber Security Etf Etf (HACK)	0.1	$511k	-4%	5.9k	86.80	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$511k		7.6k	66.90	View chart
Ch Robinson Worldwide Stock (CHRW)	0.1	$503k	-35%	3.8k	132.40	View chart
Williams Cos Stock (WMB)	0.1	$478k		7.5k	63.35	View chart
Facebook Stock (META)	0.1	$475k		646.00	734.84	View chart
Idexx Laboratories Stock (IDXX)	0.1	$475k		743.00	638.89	View chart
Vaneck Vectors High Yield Muni Etf Etf (HYD)	0.1	$462k		9.1k	50.90	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.1	$462k		19k	24.40	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$457k		20k	23.12	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$457k	-19%	5.4k	84.68	View chart
Chevron Corporation Stock (CVX)	0.1	$455k	-10%	2.9k	155.29	View chart
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.1	$452k		18k	25.51	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$448k	-11%	5.0k	89.34	View chart
Mcdonald's Corp Stock (MCD)	0.1	$447k	+2%	1.5k	303.94	View chart
Philip Morris International Stock (PM)	0.1	$446k	+2%	2.8k	162.17	View chart
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL)	0.0	$435k		3.8k	114.28	View chart
At&t Stock (T)	0.0	$433k	+2%	15k	28.24	View chart
General Electric Company Stock (GE)	0.0	$421k		1.4k	300.82	View chart
Gilead Sciences Stock (GILD)	0.0	$411k	+2%	3.7k	110.99	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$410k		4.6k	88.62	View chart
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB)	0.0	$403k	+8%	16k	24.93	View chart
Merck & Co Stock (MRK)	0.0	$402k		4.8k	83.93	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$398k		2.3k	176.81	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$393k	+7%	9.8k	39.88	View chart
Cbre Group Stock (CBRE)	0.0	$381k	-16%	2.4k	157.56	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$377k		4.3k	88.13	View chart
Applied Materials Stock (AMAT)	0.0	$372k	-20%	1.8k	204.74	View chart
Prudential Finl Stock (PRU)	0.0	$370k	+5%	3.6k	103.75	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$369k		1.4k	256.44	View chart
Nextera Energy Stock (NEE)	0.0	$367k		4.9k	75.49	View chart
Newmont Corporation Stock (NEM)	0.0	$366k	-22%	4.3k	84.31	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.0	$366k		3.2k	114.68	View chart
Rockwell Automation Stock (ROK)	0.0	$365k	-17%	1.0k	349.47	View chart
General Mills Stock (GIS)	0.0	$363k	+12%	7.2k	50.42	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$363k	NEW	4.4k	82.95	View chart
Pepsico Stock (PEP)	0.0	$362k	-14%	2.6k	140.41	View chart
Alphabet Inc Class A Stock (GOOGL)	0.0	$361k	+10%	1.5k	243.05	View chart
Levi Strauss & Co New Cl A Com Stk Stock (LEVI)	0.0	$360k		15k	23.30	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$359k	NEW	3.8k	94.31	View chart
Tractor Supply Company Stock (TSCO)	0.0	$355k	-19%	6.2k	56.87	View chart
Church & Dwight Stock (CHD)	0.0	$354k		4.0k	87.62	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$349k		4.3k	80.35	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$345k		1.1k	320.04	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$342k		6.5k	52.28	View chart
Solventum Corp Stock (SOLV)	0.0	$337k	-14%	4.6k	73.00	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$331k	-11%	3.7k	89.36	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$329k	-43%	15k	21.57	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$329k	NEW	12k	26.95	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.0	$328k	NEW	6.7k	49.03	View chart
Realty Income Corp Reit (O)	0.0	$323k	-15%	5.3k	60.79	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$321k	-21%	2.5k	125.96	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$318k		6.8k	46.93	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$318k		5.3k	60.08	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$318k	-6%	6.3k	50.63	View chart
Tesla Stock (TSLA)	0.0	$317k	+2%	713.00	444.72	View chart
Totalenergies Se Adr (TTE)	0.0	$317k		5.3k	59.69	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$314k		3.3k	95.90	View chart
Cambria Endowment Style Etf Etf (ENDW)	0.0	$314k		10k	30.16	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$311k		3.3k	95.21	View chart
Edap Tms Sa Adr (EDAP)	0.0	$309k		135k	2.29	View chart
Wisdomtree International Midcap Dividend Fund Etf (DIM)	0.0	$309k		4.0k	77.29	View chart
Robo Global Robotics & Automation Etf Etf (ROBO)	0.0	$308k	-7%	4.7k	65.57	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$307k		3.0k	103.07	View chart
Welltower Reit (WELL)	0.0	$306k		1.7k	178.13	View chart
Amgen Stock (AMGN)	0.0	$299k	NEW	1.1k	282.28	View chart
Ford Motor Company Stock (F)	0.0	$299k	-42%	25k	11.96	View chart
Cigna Corp Stock (CI)	0.0	$298k		1.0k	288.12	View chart
Boeing Stock (BA)	0.0	$296k	+26%	1.4k	215.83	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$295k		6.5k	45.51	View chart
Lowe's Companies Stock (LOW)	0.0	$293k	-8%	1.2k	251.34	View chart
Accenture Stock (ACN)	0.0	$288k		1.2k	246.65	View chart
Qualcomm Stock (QCOM)	0.0	$284k	+4%	1.7k	166.33	View chart
Delta Air Lines Stock (DAL)	0.0	$276k		4.9k	56.75	View chart
Walmart Stock (WMT)	0.0	$272k		2.6k	103.05	View chart
Vanguard Consumer Discretionary Index Fund Etf (VCR)	0.0	$271k		685.00	396.15	View chart
Schwab Fundamental International Small Company Index Etf Etf (FNDC)	0.0	$269k		6.1k	44.51	View chart
Abbott Laboratories Stock (ABT)	0.0	$269k	+35%	2.0k	133.94	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$263k		2.2k	119.92	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.0	$261k		2.8k	91.74	View chart
Servicenow Stock (NOW)	0.0	$260k	+2%	283.00	920.28	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$258k		1.8k	141.53	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$256k	-47%	1.7k	150.86	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$253k	NEW	3.4k	75.11	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$251k		4.9k	50.94	View chart
Apollo Global Mgmt Stock (APO)	0.0	$250k	-8%	1.9k	133.27	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$247k		2.0k	125.43	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$247k		2.6k	95.14	View chart
Waste Management Stock (WM)	0.0	$240k		1.1k	220.92	View chart
Blackrock Corporate High Yield Fund Cef (HYT)	0.0	$239k		25k	9.50	View chart
United Parcel Service Stock (UPS)	0.0	$237k	-2%	2.8k	83.53	View chart
Procter & Gamble Stock (PG)	0.0	$236k	-12%	1.5k	153.62	View chart
Toyota Motor Corp Sp Adr Rep2com Adr (TM)	0.0	$236k		1.2k	191.06	View chart
Becton Dickinson And Stock (BDX)	0.0	$234k	-13%	1.2k	187.10	View chart
Ishares Biotechnology Fund Etf (IBB)	0.0	$231k		1.6k	144.35	View chart
Ally Finl Stock (ALLY)	0.0	$228k		5.8k	39.20	View chart
Travelers Companies Stock (TRV)	0.0	$227k		814.00	279.15	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.0	$220k	NEW	4.6k	47.55	View chart
Graco Stock (GGG)	0.0	$218k		2.6k	84.94	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$214k	NEW	2.1k	100.25	View chart
Marathon Petroleum Corp Stock (MPC)	0.0	$212k	NEW	1.1k	192.67	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$212k	NEW	452.00	468.29	View chart
Texas Instruments Incorporated Stock (TXN)	0.0	$209k	-9%	1.1k	183.79	View chart
Electronic Arts Stock (EA)	0.0	$208k	-23%	1.0k	201.80	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	0.0	$208k	NEW	4.0k	52.00	View chart
H & R Block Stock (HRB)	0.0	$206k	+5%	4.1k	50.57	View chart
Phillips 66 Stock (PSX)	0.0	$206k	NEW	1.5k	135.99	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$205k	NEW	628.00	326.49	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$204k	NEW	3.8k	53.40	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$203k	NEW	4.7k	43.30	View chart
Vodafone Group Adr (VOD)	0.0	$183k	-2%	16k	11.60	View chart
Gladstone Land Corporation Reit (LAND)	0.0	$107k	-10%	12k	9.16	View chart
Senseonics Hldgs Stock	0.0	$8.0k	NEW	18k	0.44	View chart
Pinstripes Holdings Inc Cl A Stock	0.0	$82.600000	NEW	12k	0.01	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 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
Cahill Financial Advisors 2021 Q3 filed Nov. 16, 2021

View all past filings

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