Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ohe Financial

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

Top 5 stock holdings are VUG, VTV, DFAC, MOAT, VEA, and represent 28.25% of Cahill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$73M), VO (+$14M), HDV, VTV, VGT, DFAC, DFAX, BAI, Exxon Mobil Corp, IWF.
Started 23 new stock positions in FXH, GPIQ, Ea Series Trust, AVLV, GPIX, INTC, MDYG, IWF, HONA, VEU. PSI, AVRE, AVDE, TXN, ICF, ASML, DJD, Exxon Mobil Corp, MS, ETN, AVSC, HON, ALLY.
Reduced shares in these 10 stocks: , Honeywell International, VIG, JPST, IVW, PID, AAPL, IWP, , MOAT.
Sold out of its positions in BINC, DOW, XOM, LAND, GGG, Honeywell International, IWP, TLH, PAAA, GLD. TSCO, VOD, ACN.
Cahill Financial Advisors was a net buyer of stock by $104M.
Cahill Financial Advisors has $1.0B in assets under management (AUM), dropping by 12.76%.
Central Index Key (CIK): 0001600327

Tip: Access up to 7 years of quarterly data

Positions held by Ohe Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 296 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Index Fund Etf (VUG)	8.3	$87M	+507%	1.0M	86.14	View chart
Vanguard Value Etf Etf (VTV)	5.9	$62M	+3%	284k	217.93	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	4.9	$51M	+3%	1.1M	44.36	View chart
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)	4.8	$50M		476k	103.96	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.3	$45M		635k	71.25	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	3.8	$39M	+4%	1.1M	36.84	View chart
Vanguard Total Bond Market Index Fund Etf (BND)	3.4	$36M	+2%	487k	73.41	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.1	$32M		235k	137.53	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.5	$26M		117k	219.43	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.3	$24M		104k	227.06	View chart
Apple Stock (AAPL)	2.3	$24M		81k	289.36	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	2.0	$20M		587k	34.62	View chart
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)	1.8	$19M		620k	31.10	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	1.8	$19M	-3%	78k	236.62	View chart
Vanguard Mid-cap Etf Etf (VO)	1.8	$18M	+301%	227k	80.57	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.7	$18M	+11%	342k	52.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$17M		34k	500.38	View chart
Schwab Fundamental International Large Company Index Etf Etf (FNDF)	1.5	$16M	+2%	298k	52.76	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	1.5	$15M	+4%	158k	96.49	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.2	$12M	+6%	380k	31.71	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	1.1	$12M	+4%	114k	100.81	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.1	$11M		89k	124.76	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.0	$10M		295k	33.84	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.0	$10M		128k	77.91	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.7	$7.8M		265k	29.43	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.7	$6.9M		136k	50.66	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.6	$6.7M		47k	141.66	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.6	$6.4M		184k	34.81	View chart
Matthews Emerging Markets Discovery Active Etf Etf (MEMS)	0.6	$6.1M		192k	31.73	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$5.9M		104k	56.48	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.5	$5.7M	+9%	57k	100.16	View chart
Matthews Pacific Tiger Active Etf Etf (ASIA)	0.5	$5.6M		123k	45.26	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	0.5	$5.5M		58k	95.62	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$5.5M	+4%	197k	27.70	View chart
Wisdomtree International High Dividend Fund Etf (DTH)	0.5	$5.4M		100k	54.11	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.5	$5.0M	+2%	89k	56.52	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$4.9M		64k	76.55	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$4.9M		82k	59.69	View chart
Vanguard Small-cap Value Etf Etf (VBR)	0.5	$4.8M		20k	242.99	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.4	$4.5M	+3%	139k	32.40	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$4.5M	-6%	5.9k	748.86	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$4.4M	+396%	161k	27.41	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.4	$4.4M	+13%	139k	31.73	View chart
Microsoft Corporation Stock (MSFT)	0.4	$4.3M		12k	373.01	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$4.2M	-2%	55k	77.11	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$4.1M	-6%	16k	252.22	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$4.1M		5.5k	746.80	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.4	$4.1M	-3%	113k	36.13	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.4	$3.9M	+6%	168k	23.13	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.4	$3.9M	-11%	175k	22.20	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.4	$3.9M		9.0k	426.40	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$3.7M		12k	300.46	View chart
Invesco Qqq Etf (QQQ)	0.3	$3.5M		4.7k	736.36	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$3.5M	+5%	136k	25.52	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.3	$3.4M		36k	93.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$3.2M	-2%	22k	148.31	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.1M		8.4k	370.04	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.3	$3.1M		17k	188.09	View chart
Amazon.com Stock (AMZN)	0.3	$3.0M		13k	238.34	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.3	$2.9M	-4%	26k	110.32	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$2.8M	+19%	56k	50.58	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.3	$2.8M	+4%	75k	37.26	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.3	$2.7M		22k	124.42	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$2.7M		6.6k	409.49	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.3	$2.7M		66k	41.18	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.3	$2.7M		39k	69.50	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.3	$2.6M		72k	36.49	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$2.6M		51k	51.69	View chart
Nvidia Corporation Stock (NVDA)	0.2	$2.6M	+2%	13k	200.10	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.6M	-2%	24k	107.62	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.2	$2.5M		76k	33.19	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$2.5M	-4%	26k	96.43	View chart
Ishares Core S&p U.s. Value Etf Etf (IUSV)	0.2	$2.4M		22k	110.15	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$2.4M	+704%	20k	119.52	View chart
Seagate Technology Stock (STX)	0.2	$2.4M		2.5k	965.00	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.2	$2.4M		58k	40.68	View chart
Caterpillar Stock (CAT)	0.2	$2.3M	-5%	2.2k	1064.93	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.3M		6.9k	327.34	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.2M		10k	212.77	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$2.1M	-3%	20k	103.88	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$2.1M	-4%	7.0k	303.12	View chart
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE)	0.2	$2.1M	+3%	53k	39.68	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$2.1M	+54%	32k	66.45	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$2.1M	+30%	45k	46.63	View chart
3M Stock (MMM)	0.2	$2.1M		13k	161.90	View chart
Vanguard Small-cap Growth Index Fund Etf (VBK)	0.2	$2.0M		5.6k	365.70	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.2	$2.0M		20k	99.01	View chart
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA)	0.2	$2.0M	+4%	52k	38.06	View chart
Unitedhealth Group Stock (UNH)	0.2	$2.0M		4.8k	415.65	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.2	$1.9M		30k	64.50	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$1.9M	+23%	38k	51.00	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$1.9M		51k	36.87	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$1.9M		20k	96.58	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.2	$1.8M	-9%	32k	56.15	View chart
Alphabet Inc Class C Stock (GOOG)	0.2	$1.8M	+2%	5.1k	353.34	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$1.8M		35k	50.35	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.2	$1.8M	-7%	37k	48.00	View chart
Mastercard Stock (MA)	0.2	$1.7M		3.4k	513.64	View chart
Visa Stock (V)	0.2	$1.7M		5.0k	343.12	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.2	$1.7M	+21%	37k	45.10	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.2	$1.7M		11k	158.02	View chart
Blackrock Etf Trust Ii Ishares High Yie Etf (HIMU)	0.2	$1.6M	+21%	33k	49.80	View chart
Royal Caribbean Cruises Stock (RCL)	0.2	$1.6M	-2%	5.2k	317.50	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$1.6M	-3%	2.4k	686.69	View chart
Us Bancorp Stock (USB)	0.2	$1.6M		27k	60.40	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$1.6M		9.8k	164.27	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$1.6M	+14%	20k	81.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.5M	-3%	18k	82.84	View chart
Wells Fargo & Co Stock (WFC)	0.1	$1.4M		17k	82.64	View chart
Exxon Mobil Corporation Stock	0.1	$1.4M	NEW	10k	136.71	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$1.4M	-2%	11k	132.24	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.4M	-33%	28k	50.57	View chart
Cambria Global Ew Etf Etf (GEW)	0.1	$1.4M		26k	54.70	View chart
Lockheed Martin Corporation Stock (LMT)	0.1	$1.4M	-4%	2.7k	509.55	View chart
Deere & Company Stock (DE)	0.1	$1.3M		2.1k	634.37	View chart
Target Corporation Stock (TGT)	0.1	$1.3M	-4%	9.9k	131.20	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.3M	-2%	5.0k	253.95	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$1.3M		6.3k	197.59	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$1.2M		6.4k	189.73	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$1.2M	-4%	24k	49.78	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.2M	-6%	33k	36.26	View chart
Cisco Systems Stock (CSCO)	0.1	$1.2M		10k	117.46	View chart
Applied Materials Stock (AMAT)	0.1	$1.2M		1.6k	723.00	View chart
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS)	0.1	$1.1M	-6%	38k	29.98	View chart
Broadcom Stock (AVGO)	0.1	$1.1M		3.0k	377.81	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.1M	-5%	1.2k	935.74	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.1M	+3%	24k	46.15	View chart
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN)	0.1	$1.1M	-3%	4.1k	264.72	View chart
Kinder Morgan Stock (KMI)	0.1	$1.0M	-2%	33k	31.97	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$1.0M	+3%	25k	41.43	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$1.0M		7.6k	136.69	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$1.0M	-2%	11k	89.01	View chart
Northern Oil & Gas Stock (NOG)	0.1	$997k		55k	18.15	View chart
Vanguard Large Cap Etf Etf (VV)	0.1	$977k		2.8k	343.85	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$971k		2.0k	477.53	View chart
Schwab U.s. Tips Etf Etf (SCHP)	0.1	$946k		36k	26.50	View chart
Tortoise Energy Infra Corp Cef (TYG)	0.1	$924k		22k	42.87	View chart
Ecolab Stock (ECL)	0.1	$922k		3.3k	278.63	View chart
Emerson Elec Stock (EMR)	0.1	$898k		6.3k	143.15	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$888k		10k	85.49	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$878k	+9%	21k	41.25	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.1	$877k	-20%	13k	68.22	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$874k		36k	24.66	View chart
Vanguard Financials Index Fund Etf (VFH)	0.1	$870k		6.6k	131.60	View chart
Home Depot Stock (HD)	0.1	$806k		2.3k	352.71	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$804k	-5%	17k	48.43	View chart
Medtronic Stock (MDT)	0.1	$798k	-9%	10k	78.23	View chart
Ibm Corp Stock (IBM)	0.1	$790k	-4%	2.8k	281.22	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.1	$784k	-2%	20k	39.41	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$774k	NEW	6.2k	124.18	View chart
Ishares Msci Acwi Ex Us Etf Etf (ACWX)	0.1	$765k	-8%	10k	76.11	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$758k	+7%	7.9k	95.44	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$734k		13k	55.01	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$717k	-7%	7.9k	90.60	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$706k	-10%	24k	28.96	View chart
Edap Tms Sa Adr (FOCL)	0.1	$699k		135k	5.18	View chart
Abbvie Stock (ABBV)	0.1	$693k	+2%	2.8k	251.68	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$676k		2.0k	334.82	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$665k		2.7k	242.41	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$658k		2.7k	242.45	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$646k		10k	64.71	View chart
Altria Group Stock (MO)	0.1	$635k		8.8k	71.95	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$624k		4.0k	156.94	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$621k	-2%	27k	23.44	View chart
Bank Of America Corp Stock (BAC)	0.1	$600k		11k	56.98	View chart
Oracle Corporation Stock (ORCL)	0.1	$599k		4.1k	146.53	View chart
Ch Robinson Worldwide Stock (CHRW)	0.1	$598k	-8%	3.2k	188.34	View chart
Xcel Energy Stock (XEL)	0.1	$588k	-2%	7.3k	80.30	View chart
Merck & Co Stock (MRK)	0.1	$571k	-6%	4.4k	128.51	View chart
Alphabet Inc Class A Stock (GOOGL)	0.1	$568k	-2%	1.6k	357.26	View chart
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$562k	+2%	9.1k	61.46	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.1	$561k		11k	50.13	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.1	$556k	-31%	12k	48.35	View chart
Air Products & Chemicals Stock (APD)	0.1	$550k		1.9k	293.21	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.1	$549k	-2%	11k	52.11	View chart
Honeywell Aerospace Stock (HONA)	0.1	$549k	NEW	2.5k	221.08	View chart
Honeywell International Stock (HON)	0.1	$545k	NEW	2.4k	223.90	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$541k		6.6k	82.12	View chart
Chevron Corporation Stock (CVX)	0.1	$524k		3.2k	165.76	View chart
General Electric Company Stock (GE)	0.1	$524k		1.4k	373.78	View chart
Rockwell Automation Stock (ROK)	0.0	$517k		1.0k	494.99	View chart
Vaneck Vectors High Yield Muni Etf Etf (HYD)	0.0	$503k		9.8k	51.51	View chart
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL)	0.0	$501k		3.8k	131.15	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$498k		2.3k	221.20	View chart
Philip Morris International Stock (PM)	0.0	$497k		2.7k	180.89	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$493k		1.4k	342.81	View chart
Williams Cos Stock (WMB)	0.0	$479k		6.4k	74.34	View chart
Verizon Communications Stock (VZ)	0.0	$475k		11k	42.34	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$475k	+10%	724.00	655.97	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.0	$469k		6.9k	67.58	View chart
Nextera Energy Stock (NEE)	0.0	$465k		5.3k	87.78	View chart
Etfmg Prime Cyber Security Etf Etf (HACK)	0.0	$455k	-7%	4.3k	104.94	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$454k	-5%	8.7k	51.85	View chart
Delta Air Lines Stock (DAL)	0.0	$453k		4.8k	93.66	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$451k		4.6k	98.20	View chart
Gilead Sciences Stock (GILD)	0.0	$447k	-4%	3.5k	126.33	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$447k		4.7k	94.52	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.0	$431k	-13%	5.7k	75.68	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$428k		1.1k	393.97	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$426k	-8%	8.2k	51.88	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$423k	+3%	9.8k	43.08	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$423k		5.1k	83.78	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$421k		2.6k	163.60	View chart
Newmont Corporation Stock (NEM)	0.0	$412k		4.4k	93.41	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.0	$412k		3.2k	129.03	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$409k	-2%	6.1k	67.24	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$403k		7.8k	51.29	View chart
Totalenergies Se Act Stock (TTE)	0.0	$403k		5.2k	77.76	View chart
Robo Global Robotics & Automation Etf Etf (ROBO)	0.0	$399k		4.7k	85.65	View chart
Wisdomtree International Midcap Dividend Fund Etf (DIM)	0.0	$394k	+4%	4.6k	85.24	View chart
Mcdonald's Corp Stock (MCD)	0.0	$394k		1.5k	270.29	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$390k	+45%	9.6k	40.64	View chart
Church & Dwight Stock (CHD)	0.0	$390k		4.0k	96.87	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$389k		7.7k	50.63	View chart
Prudential Finl Stock (PRU)	0.0	$385k		3.6k	107.92	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$385k		3.3k	117.50	View chart
Levi Strauss & Co New Cl A Com Stk Stock (LEVI)	0.0	$384k		15k	24.83	View chart
Idexx Laboratories Stock (IDXX)	0.0	$383k		727.00	526.44	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$382k		7.9k	48.12	View chart
General Mills Stock (GIS)	0.0	$382k	-4%	11k	34.80	View chart
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.0	$376k	-10%	17k	22.34	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$375k		3.8k	97.60	View chart
Welltower Reit (WELL)	0.0	$372k		1.6k	227.03	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$369k		16k	23.68	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$364k		6.9k	53.11	View chart
Invesco Dynamic Semiconductors Etf Etf (PSI)	0.0	$356k	NEW	1.9k	187.86	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$355k		16k	22.78	View chart
Facebook Stock (META)	0.0	$354k		629.00	563.36	View chart
Walmart Stock (WMT)	0.0	$348k		3.1k	113.27	View chart
Cambria Endowment Style Etf Etf (ENDW)	0.0	$348k		10k	33.44	View chart
Amgen Stock (AMGN)	0.0	$346k		956.00	362.06	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$345k	NEW	3.8k	91.21	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$344k		6.5k	52.60	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$343k		5.0k	68.41	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.0	$342k		2.9k	116.96	View chart
Ge Vernova Stock (GEV)	0.0	$341k		290.00	1175.12	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$338k		8.0k	42.41	View chart
Waste Management Stock (WM)	0.0	$338k		1.5k	222.81	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.0	$338k	NEW	4.6k	73.34	View chart
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$326k	-2%	13k	25.56	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$326k		1.8k	178.60	View chart
Cbre Group Stock (CBRE)	0.0	$325k		2.4k	134.69	View chart
Pfizer Stock (PFE)	0.0	$325k	-2%	14k	24.08	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$318k		4.9k	64.53	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.0	$314k	-6%	13k	24.14	View chart
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB)	0.0	$313k	-21%	12k	25.44	View chart
Qualcomm Stock (QCOM)	0.0	$312k		1.7k	184.82	View chart
Realty Income Corp Reit (O)	0.0	$305k		4.9k	61.96	View chart
United Parcel Service Stock (UPS)	0.0	$302k	-3%	2.8k	107.48	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.0	$295k	+12%	6.3k	46.94	View chart
At&t Stock (T)	0.0	$292k		14k	20.70	View chart
Texas Instruments Incorporated Stock (TXN)	0.0	$289k	NEW	971.00	298.08	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$288k		3.9k	73.21	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$288k		2.9k	98.38	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$286k		3.1k	91.37	View chart
Solventum Corp Stock (SOLV)	0.0	$285k		3.7k	77.15	View chart
Tesla Stock (TSLA)	0.0	$284k	+2%	674.00	420.60	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$276k	-4%	1.9k	146.34	View chart
Morgan Stanley Stock (MS)	0.0	$272k	NEW	1.3k	209.07	View chart
Vanguard Consumer Discretionary Index Fund Etf (VCR)	0.0	$272k		685.00	396.61	View chart
Travelers Companies Stock (TRV)	0.0	$269k		816.00	329.93	View chart
Cigna Corp Stock (CI)	0.0	$268k	-5%	973.00	275.56	View chart
Pepsico Stock (PEP)	0.0	$265k	-11%	2.0k	135.42	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$264k		2.3k	117.31	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$262k		5.3k	49.41	View chart
Intel Corporation Stock (INTC)	0.0	$262k	NEW	1.9k	139.62	View chart
Ishares Biotechnology Fund Etf (IBB)	0.0	$261k	-4%	1.4k	190.15	View chart
Ea Series Trust Cambria Global E Etf	0.0	$258k	NEW	5.0k	51.15	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$258k		2.7k	96.46	View chart
Lowe's Companies Stock (LOW)	0.0	$257k		1.2k	220.53	View chart
Phillips 66 Stock (PSX)	0.0	$257k		1.5k	169.00	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$256k	NEW	2.9k	89.20	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$255k	NEW	5.4k	47.38	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$252k	NEW	126.00	1996.37	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$250k	-12%	2.1k	120.23	View chart
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX)	0.0	$238k	NEW	4.3k	55.57	View chart
Schwab Fundamental International Small Company Index Etf Etf (FNDC)	0.0	$237k		4.9k	48.56	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	0.0	$237k		4.0k	59.25	View chart
Vanguard Ftse All-world Ex-us Etf Etf (VEU)	0.0	$235k	NEW	2.8k	83.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$233k		2.4k	99.00	View chart
Eaton Corporation Stock (ETN)	0.0	$223k	NEW	523.00	425.85	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.0	$222k		5.7k	38.79	View chart
Ally Finl Stock (ALLY)	0.0	$220k	NEW	4.8k	45.95	View chart
Marathon Petroleum Corp Stock (MPC)	0.0	$217k	-10%	849.00	255.75	View chart
Darden Restaurants Stock (DRI)	0.0	$216k		1.0k	206.01	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$214k	NEW	1.7k	122.40	View chart
Apollo Global Mgmt Stock (APO)	0.0	$214k		1.8k	118.33	View chart
Nasdaq-100 Core Premium Income Etf Etf (GPIQ)	0.0	$212k	NEW	3.6k	59.31	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$211k	NEW	1.9k	112.09	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$209k	-44%	2.4k	86.44	View chart
Toyota Motor Corp Sp Adr Rep2com Adr (TM)	0.0	$208k		1.2k	168.48	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.0	$206k	NEW	3.0k	67.64	View chart
Ford Motor Company Stock (F)	0.0	$205k		15k	13.90	View chart
Invesco Dow Jones Industrial Average Dividend Etf Etf (DJD)	0.0	$202k	NEW	3.2k	63.37	View chart
Blackrock Corporate High Yield Fund Cef (HYT)	0.0	$125k	-29%	15k	8.56	View chart
Pinstripes Holdings Inc Cl A Stock (PNSTQ)	0.0	$1.480000		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 2026 Q2 filed Aug. 11, 2026
Cahill Financial Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z