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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, VTI, IJR, and represent 63.34% of Cahill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BRK.A (+$10M), IJH (+$6.1M), VKTX, DFAC, BRK.B, AQST, DFSV, TLT, IJR, DFAI.
Started 3 new stock positions in VKTX, BRK.A, AQST.
Reduced shares in these 10 stocks: XPEL, BND, AGG, VTI, IVV, PRF, VEU, SCZ, VEA, VB.
Cahill Wealth Management was a net buyer of stock by $19M.
Cahill Wealth Management has $172M in assets under management (AUM), dropping by 15.53%.
Central Index Key (CIK): 0001927960

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Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 47 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	38.0	$65M		124k	525.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.3	$14M	+5%	446k	31.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	6.1	$10M	NEW	17.00	611500.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.6	$9.6M		37k	259.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.5	$9.4M		85k	110.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.5	$7.7M	+399%	126k	60.74	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.0	$6.9M	+4%	228k	30.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$4.2M	-6%	58k	72.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.2	$3.8M	+4%	125k	30.22	View chart
Apple (AAPL)	1.9	$3.2M		19k	171.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$3.2M		6.1k	523.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$2.8M	-4%	29k	97.94	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$2.3M	+9%	24k	94.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$2.2M		84k	26.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$2.0M		27k	75.40	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.1	$1.9M	-3%	49k	38.47	View chart
Clearpoint Neuro (CLPT)	1.0	$1.7M	+5%	244k	6.80	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$1.6M	+9%	25k	64.15	View chart
Stryker Corporation (SYK)	0.9	$1.6M		4.4k	357.87	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.3M		51k	25.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.3M		52k	24.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.0M		17k	61.05	View chart
Mastercard Incorporated Cl A (MA)	0.6	$993k		2.1k	481.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$991k		16k	62.34	View chart
Xpel (XPEL)	0.6	$958k	-32%	18k	54.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$921k		4.0k	228.57	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$912k	-2%	14k	63.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$868k	+109%	1.4k	621.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$820k	-2%	16k	50.17	View chart
Viking Therapeutics (VKTX)	0.5	$807k	NEW	9.8k	82.00	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$695k		19k	36.54	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$615k		2.6k	235.76	View chart
Amazon (AMZN)	0.4	$612k		3.4k	180.16	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$567k		23k	25.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$560k	+4%	1.2k	480.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$559k		1.7k	336.97	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$467k	-6%	8.0k	58.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$437k		5.7k	77.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$398k		2.1k	191.85	View chart
Aquestive Therapeutics (AQST)	0.2	$367k	NEW	86k	4.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$320k	-2%	2.8k	114.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$295k		4.0k	74.23	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$250k		3.2k	78.23	View chart
Zoetis Cl A (ZTS)	0.1	$245k		1.5k	169.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$234k		1.6k	150.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$221k		5.3k	41.77	View chart
Expion360 (XPON)	0.1	$139k		44k	3.12	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 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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