Cahill Wealth Management, LLC Top Holdings and 13F Report (2024) → Biden to Drop BOMBSHELL June 13th? (From Paradigm Press) (Ad) About Cahill Wealth Management, LLCInvestment ActivityCahill Wealth Management, LLC has $171.82 million in total holdings as of March 31, 2024.Cahill Wealth Management, LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 11.66% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Cahill Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 19 stocks.Cahill Wealth Management, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $65,217,279Dimensional U.S. Core Equity 2 ETF $14,259,042Berkshire Hathaway $10,395,500Vanguard Total Stock Market ETF $9,558,022iShares Core S&P Small-Cap ETF $9,394,431 Largest New Holdings this Quarter Berkshire Hathaway $10,395,500 HoldingViking Therapeutics $807,372 HoldingAquestive Therapeutics $367,268 Holding Largest Purchases this Quarter Berkshire Hathaway 17 shares (about $10.40M)iShares Core S&P Mid-Cap ETF 101,126 shares (about $6.14M)Viking Therapeutics 9,846 shares (about $807.37K)Dimensional U.S. Core Equity 2 ETF 24,217 shares (about $773.73K)Berkshire Hathaway 730 shares (about $453.55K) Largest Sales this Quarter XPEL 8,521 shares (about $460.30K)Vanguard Total Bond Market ETF 3,917 shares (about $284.49K)iShares Core U.S. Aggregate Bond ETF 1,509 shares (about $147.79K)Vanguard Total Stock Market ETF 450 shares (about $116.95K)iShares Core S&P 500 ETF 162 shares (about $85.17K) 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$65,217,279$85,168 ▼-0.1%124,05138.0%ETFDFACDimensional U.S. Core Equity 2 ETF$14,259,042$773,734 ▲5.7%446,2928.3%ETFBRK.ABerkshire Hathaway$10,395,500$10,395,500 ▲New Holding176.1%FinanceVTIVanguard Total Stock Market ETF$9,558,022$116,954 ▼-1.2%36,7765.6%ETFIJRiShares Core S&P Small-Cap ETF$9,394,431$164,343 ▲1.8%85,0025.5%ETFIJHiShares Core S&P Mid-Cap ETF$7,678,021$6,142,393 ▲400.0%126,4084.5%ETFDFSVDimensional US Small Cap Value ETF$6,866,608$271,412 ▲4.1%228,1264.0%ETFBNDVanguard Total Bond Market ETF$4,242,454$284,491 ▼-6.3%58,4122.5%ETFDFAIDimensional International Core Equity Market ETF$3,773,305$156,359 ▲4.3%124,8612.2%ETFAAPLApple$3,227,798$19,034 ▲0.6%18,8231.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,215,889$1,046 ▲0.0%6,1481.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,847,730$147,793 ▼-4.9%29,0761.7%FinanceTLTiShares 20+ Year Treasury Bond ETF$2,265,520$200,408 ▲9.7%23,9431.3%ETFDFICDimensional International Core Equity 2 ETF$2,233,661$6,714 ▼-0.3%83,5011.3%ETFBIVVanguard Intermediate-Term Bond ETF$2,003,913$6,258 ▲0.3%26,5771.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$1,899,256$61,167 ▼-3.1%49,3701.1%ETFCLPTClearPoint Neuro$1,661,832$82,443 ▲5.2%244,3871.0%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,626,334$141,900 ▲9.6%25,3520.9%ETFSYKStryker$1,585,3650.0%4,4300.9%MedicalDFEMDimensional Emerging Markets Core Equity 2 ETF$1,293,048$12,312 ▲1.0%50,7280.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,278,130$4,301 ▼-0.3%51,7040.7%ETFSCHBSchwab US Broad Market ETF$1,045,353$3,236 ▲0.3%17,1230.6%ETFMAMastercard$992,5160.0%2,0610.6%Business ServicesDFASDimensional U.S. Small Cap ETF$991,249$8,291 ▲0.8%15,9010.6%ETFXPELXPEL$957,559$460,305 ▼-32.5%17,7260.6%Auto/Tires/TrucksVBVanguard Small-Cap ETF$920,676$12,114 ▼-1.3%4,0280.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$912,224$27,676 ▼-2.9%14,4040.5%ETFBRK.BBerkshire Hathaway$867,957$453,549 ▲109.4%1,3970.5%FinanceVEAVanguard FTSE Developed Markets ETF$820,237$19,717 ▼-2.3%16,3490.5%ETFVKTXViking Therapeutics$807,372$807,372 ▲New Holding9,8460.5%MedicalDFAUDimensional US Core Equity Market ETF$694,467$5,846 ▼-0.8%19,0060.4%ETFVOTVanguard Mid-Cap Growth ETF$615,097$707 ▲0.1%2,6090.4%ETFAMZNAmazon.com$612,3650.0%3,3990.4%Retail/WholesaleDFISDimensional International Small Cap ETF$566,851$175 ▼0.0%22,6200.3%ETFVOOVanguard S&P 500 ETF$559,790$25,947 ▲4.9%1,1650.3%ETFIWFiShares Russell 1000 Growth ETF$559,038$337 ▲0.1%1,6590.3%ETFVEUVanguard FTSE All-World ex-US ETF$467,261$30,615 ▼-6.1%7,9670.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$437,4200.0%5,6580.3%ETFVBRVanguard Small-Cap Value ETF$397,5070.0%2,0720.2%ETFAQSTAquestive Therapeutics$367,268$367,268 ▲New Holding86,2130.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$319,592$7,077 ▼-2.2%2,8000.2%ETFIEFAiShares Core MSCI EAFE ETF$294,8230.0%3,9720.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$250,3360.0%3,2000.1%ManufacturingZTSZoetis$245,424$169 ▲0.1%1,4500.1%MedicalGOOGLAlphabet$233,9420.0%1,5500.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$221,174$3,383 ▼-1.5%5,2950.1%ETFXPONExpion360$138,4880.0%44,3870.1%Computer and Technology 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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