Cahill Wealth Management, LLC Top Holdings and 13F Report (2025) About Cahill Wealth Management, LLCInvestment ActivityCahill Wealth Management, LLC has $196.47 million in total holdings as of March 31, 2025.Cahill Wealth Management, LLC owns shares of 49 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.12% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Cahill Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 22 stocks.Cahill Wealth Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $70,345,625Dimensional U.S. Core Equity 2 ETF $20,810,822Berkshire Hathaway $11,976,624iShares Core S&P Small-Cap ETF $10,027,921Vanguard Total Stock Market ETF $9,999,744 Largest New Holdings this Quarter 25434V591 - DIMENSIONAL ETF TRUST $503,904 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 78,977 shares (about $2.61M)Dimensional U.S. Small Cap ETF 22,403 shares (about $1.34M)Dimensional International Core Equity Market ETF 38,227 shares (about $1.19M)DIMENSIONAL ETF TRUST 9,933 shares (about $503.90K)iShares Core S&P 500 ETF 865 shares (about $486.05K) Largest Sales this Quarter Stryker 1,086 shares (about $404.26K)Vanguard Total Bond Market ETF 4,436 shares (about $325.82K)Vanguard Intermediate-Term Bond ETF 3,128 shares (about $239.51K)Apple 306 shares (about $67.97K)iShares Core S&P Mid-Cap ETF 885 shares (about $51.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCahill Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$70,345,625$486,045 ▲0.7%125,19235.8%ETFDFACDimensional U.S. Core Equity 2 ETF$20,810,822$2,605,452 ▲14.3%630,82210.6%ETFBRK.ABerkshire Hathaway$11,976,6240.0%156.1%FinanceIJRiShares Core S&P Small-Cap ETF$10,027,921$228,067 ▲2.3%95,8975.1%ETFVTIVanguard Total Stock Market ETF$9,999,744$28,583 ▼-0.3%36,3845.1%ETFDFSVDimensional US Small Cap Value ETF$7,719,595$134,416 ▲1.8%274,2313.9%ETFDFAIDimensional International Core Equity Market ETF$7,296,775$1,193,831 ▲19.6%233,6463.7%ETFIJHiShares Core S&P Mid-Cap ETF$7,245,071$51,640 ▼-0.7%124,1663.7%ETFAAPLApple$4,173,814$67,972 ▼-1.6%18,7902.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,861,729$420,130 ▲12.2%6,9032.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$3,199,504$416,187 ▲15.0%35,1481.6%ETFBNDVanguard Total Bond Market ETF$3,071,163$325,824 ▼-9.6%41,8131.6%ETFCLPTClearPoint Neuro$2,917,176$10,998 ▲0.4%245,3471.5%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,658,648$18,696 ▲0.7%26,8771.4%FinanceDFASDimensional U.S. Small Cap ETF$2,618,068$1,338,580 ▲104.6%43,8171.3%ETFDFICDimensional International Core Equity 2 ETF$2,348,705$21,189 ▲0.9%84,5771.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$1,975,410$20,650 ▼-1.0%48,8841.0%ETFBRK.BBerkshire Hathaway$1,955,6340.0%3,6721.0%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,791,058$15,642 ▼-0.9%26,3350.9%ETFBIVVanguard Intermediate-Term Bond ETF$1,758,105$239,508 ▼-12.0%22,9610.9%ETFDFAEDimensional Emerging Core Equity Market ETF$1,622,028$98,252 ▲6.4%62,6510.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,602,670$17,146 ▼-1.1%60,5700.8%ETFSCHBSchwab US Broad Market ETF$1,193,913$3,639 ▲0.3%55,4530.6%ETFMAMastercard$1,129,6750.0%2,0610.6%Business ServicesSYKStryker$1,120,473$404,264 ▼-26.5%3,0100.6%MedicalVBVanguard Small-Cap ETF$871,903$20,844 ▼-2.3%3,9320.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$824,585$2,605 ▼-0.3%12,9790.4%ETFDFAUDimensional US Core Equity Market ETF$752,692$1,269 ▼-0.2%19,5810.4%ETFVOOVanguard S&P 500 ETF$681,419$2,056 ▲0.3%1,3260.3%ETFVEAVanguard FTSE Developed Markets ETF$669,705$1,728 ▲0.3%13,1750.3%ETFAMZNAmazon.com$646,7660.0%3,3990.3%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$640,983$734 ▲0.1%2,6200.3%ETFAQSTAquestive Therapeutics$633,305$218,457 ▲52.7%218,3810.3%MedicalTMDXTransMedics Group$604,645$206,348 ▲51.8%8,9870.3%MedicalDFISDimensional International Small Cap ETF$583,215$4,186 ▼-0.7%22,5700.3%ETFVKTXViking Therapeutics$514,057$144,683 ▲39.2%21,2860.3%MedicalVRNAVerona Pharma$511,729$19,999 ▲4.1%8,0600.3%MedicalDIMENSIONAL ETF TRUST$503,904$503,904 ▲New Holding9,9330.3%ULTRASHORT FIXEDIWFiShares Russell 1000 Growth ETF$501,9150.0%1,3900.3%ETFVEUVanguard FTSE All-World ex-US ETF$457,482$12,010 ▼-2.6%7,5420.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$446,6430.0%5,6580.2%ETFVBRVanguard Small-Cap Value ETF$385,9280.0%2,0720.2%ETFIWPiShares Russell Mid-Cap Growth ETF$328,9720.0%2,8000.2%ETFCOSTCostco Wholesale$318,927$18,927 ▲6.3%3370.2%Retail/WholesaleVCLTVanguard Long-Term Corporate Bond ETF$242,9120.0%3,2000.1%ManufacturingZTSZoetis$239,534$165 ▲0.1%1,4550.1%MedicalWMTWalmart$237,474$41,613 ▼-14.9%2,7050.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$231,5530.0%3,0610.1%ETFGOOGLAlphabet$224,608$30,938 ▼-12.1%1,4520.1%Computer and TechnologyESGVVanguard ESG US Stock ETF$0$201,511 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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