Cahill Financial Advisors Inc 13F Holdings · Q2 2026
Cahill Financial Advisors Inc reported 296 securities worth $1.04B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (8.33%), VTV (5.94%), DFAC (4.88%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH INDEX FUND | $86.8M | 8.33% | 1.0M | Added |
| 2 | VTV | VANGUARD VALUE ETF | $61.8M | 5.94% | 283,723 | Added |
| 3 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $50.9M | 4.88% | 1.1M | Added |
| 4 | MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | $49.5M | 4.75% | 476,253 | Trimmed |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $45.2M | 4.34% | 634,911 | Added |
| 6 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $39.3M | 3.77% | 1.1M | Added |
| 7 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $35.8M | 3.43% | 487,415 | Added |
| 8 | IVW | ISHARES S&P 500 GROWTH ETF | $32.3M | 3.10% | 234,566 | Trimmed |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $25.7M | 2.47% | 117,276 | Added |
| 10 | AAPL | APPLE INC | $23.5M | 2.26% | 81,213 | Trimmed |
| 11 | IVE | ISHARES S&P 500 VALUE ETF | $23.5M | 2.26% | 103,626 | Trimmed |
| 12 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $20.3M | 1.95% | 587,439 | Trimmed |
| 13 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $19.3M | 1.85% | 619,666 | Added |
| 14 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $18.5M | 1.78% | 78,228 | Trimmed |
| 15 | VO | VANGUARD MID-CAP ETF | $18.3M | 1.76% | 227,260 | Added |
| 16 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $18.0M | 1.73% | 341,560 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $17.2M | 1.65% | 34,439 | Trimmed |
| 18 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | $15.7M | 1.51% | 297,892 | Added |
| 19 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $15.2M | 1.46% | 157,737 | Added |
| 20 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $12.0M | 1.16% | 379,548 | Added |
| 21 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $11.5M | 1.10% | 113,585 | Added |
| 22 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $11.1M | 1.06% | 88,790 | Added |
| 23 | BSV | VANGUARD SHORT-TERM BOND ETF | $10.0M | 0.96% | 127,811 | Added |
| 24 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $10.0M | 0.96% | 294,569 | Added |
| 25 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $7.8M | 0.75% | 264,708 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR