Cahill Wealth Management, LLC
CIK 1927960 · View on SEC EDGAR ↗
- Portfolio value
- $196.5M
- Positions
- 49
- As of
- March 31, 2025 Data as of Q1 2025
#6,517 of 9,443 by 13F value · top 69.0%
Portfolio value QoQ: +0.2% 13F does not disclose cash
- Top 10 holdings weight
- 78.11%
- Top 25 holdings weight
- 93.86%
- Positions above 1%
- 18
- Effective number of positions
- 6.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2025: 0.76% Est. buys $8,092,482 · sells $1,486,204
- New positions
- 1
- Increased
- 22
- Decreased
- 16
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Healthcare
3.3%
Technology
2.1%
Financial Services
0.6%
Retail
0.6%
Communication Services
0.1%
Other/Unmapped
93.2%
Full portfolio 49 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $70,345,625 | 35.80% | 125,192 | $-2,843,176 | Up ×1 | ||
| DFAC | $20,810,822 | 10.59% | 630,822 | $1,722,490 | Up ×1 | ||
| BRKA | $11,976,624 | 6.10% | 15 | $1,762,824 | |||
| IJR | $10,027,921 | 5.10% | 95,897 | $-769,980 | Up ×1 | ||
| VTI | $9,999,744 | 5.09% | 36,384 | $-574,948 | Down ×1 | ||
| DFSV | $7,719,595 | 3.93% | 274,231 | $-574,266 | Up ×1 | ||
| DFAI | $7,296,775 | 3.71% | 233,646 | $1,590,549 | Up ×1 | ||
| IJH | $7,245,071 | 3.69% | 124,166 | $-546,875 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,173,814 | 2.12% | 18,790 | $-608,246 | Down ×1 | ||
| SPY SPY | $3,861,729 | 1.97% | 6,903 | $256,115 | Up ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $3,199,504 | 1.63% | 35,148 | $529,271 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $3,071,163 | 1.56% | 41,813 | $-254,590 | Down ×1 | ||
| CLPT ClearPoint Neuro Inc. - Common Stock | $2,917,176 | 1.48% | 245,347 | $-842,034 | Up ×1 | ||
| AGG | $2,658,648 | 1.35% | 26,877 | $72,618 | Up ×1 | ||
| DFAS | $2,618,068 | 1.33% | 43,817 | $1,224,444 | Up ×1 | ||
| DFIC | $2,348,705 | 1.20% | 84,577 | $182,540 | Up ×1 | ||
| PRF | $1,975,410 | 1.01% | 48,884 | $-17,204 | Down ×1 | ||
| BRKB | $1,955,634 | 1.00% | 3,672 | $291,190 | |||
| SPTM | $1,791,058 | 0.91% | 26,335 | $-106,511 | Down ×1 | ||
| BIV | $1,758,105 | 0.89% | 22,961 | $-191,502 | Down ×1 | ||
| DFAE | $1,622,028 | 0.83% | 62,651 | $128,858 | Up ×1 | ||
| DFEM | $1,602,670 | 0.82% | 60,570 | $-628 | Down ×1 | ||
| SCHB | $1,193,913 | 0.61% | 55,453 | $-61,035 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,129,675 | 0.57% | 2,061 | $44,414 | |||
| SYK Stryker Corporation Common Stock | $1,120,473 | 0.57% | 3,010 | $-354,292 | Down ×1 | ||
| VB | $871,903 | 0.44% | 3,932 | $-95,574 | Down ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $824,585 | 0.42% | 12,979 | $33,605 | Down ×1 | ||
| DFAU | $752,692 | 0.38% | 19,581 | $-41,476 | Down ×1 | ||
| VOO | $681,419 | 0.35% | 1,326 | $-30,720 | Up ×1 | ||
| VEA | $669,705 | 0.34% | 13,175 | $41,324 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $646,766 | 0.33% | 3,399 | $-99,024 | |||
| VOT | $640,983 | 0.33% | 2,620 | $-23,110 | Up ×1 | ||
| AQST Aquestive Therapeutics, Inc. - Common Stock | $633,305 | 0.32% | 218,381 | $124,043 | Up ×1 | ||
| TMDX TransMedics Group, Inc. - Common Stock | $604,645 | 0.31% | 8,987 | $235,533 | Up ×1 | ||
| DFIS | $583,215 | 0.30% | 22,570 | $25,031 | Down ×1 | ||
| VKTX Viking Therapeutics, Inc. - Common Stock | $514,057 | 0.26% | 21,286 | $-101,414 | Up ×1 | ||
| VRNA Verona Pharma plc - American Depositary Shares | $511,729 | 0.26% | 8,060 | $152,051 | Up ×1 | ||
| DUSB | $503,904 | 0.26% | 9,933 | Up ×1 | |||
| IWF | $501,915 | 0.26% | 1,390 | $-56,281 | |||
| VEU | $457,482 | 0.23% | 7,542 | $13,118 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $446,643 | 0.23% | 5,658 | $5,262 | |||
| VBR | $385,928 | 0.20% | 2,072 | $-24,631 | |||
| IWP | $328,972 | 0.17% | 2,800 | $-25,928 | |||
| COST Costco Wholesale Corporation - Common Stock | $318,927 | 0.16% | 337 | $28,334 | Up ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $242,912 | 0.12% | 3,200 | $3,616 | |||
| ZTS Zoetis Inc. Class A Common Stock | $239,534 | 0.12% | 1,455 | $2,705 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $237,474 | 0.12% | 2,705 | $-49,768 | Down ×1 | ||
| IEFA | $231,553 | 0.12% | 3,061 | $16,437 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $224,608 | 0.11% | 1,452 | $-88,069 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DUSB | $503,904 | 9,933 | 0.26% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +865 | -$2.8M |
| BRKA | Price move only | +0 | +$1.8M |
| DFAC | Bought more | +79K | +$1.7M |
| DFAI | Bought more | +38K | +$1.6M |
| DFAS | Bought more | +22K | +$1.2M |
| CLPT | Bought more | +925 | -$842K |
| IJR | Bought more | +2K | -$770K |
| AAPL | Trimmed | -306 | -$608K |
| VTI | Trimmed | -104 | -$575K |
| DFSV | Bought more | +5K | -$574K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ESGV | March 31, 2025 | 1,921 | $201,511 | No longer tracked |