Cahill Wealth Management, LLC 13F Holdings · last filed Q1 2025
Cahill Wealth Management, LLC reported 49 securities worth $196.47M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: IVV (35.80%), DFAC (10.59%), BRK/A (6.10%). Among its top 25 positions this quarter: 13 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $70.3M | 35.80% | 125,192 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $20.8M | 10.59% | 630,822 | Added |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $12.0M | 6.10% | 15 | Hold |
| 4 | IJR | ISHARES TR | $10.0M | 5.10% | 95,897 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $10.0M | 5.09% | 36,384 | Trimmed |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $7.7M | 3.93% | 274,231 | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $7.3M | 3.71% | 233,646 | Added |
| 8 | IJH | ISHARES TR | $7.2M | 3.69% | 124,166 | Trimmed |
| 9 | AAPL | APPLE INC | $4.2M | 2.12% | 18,790 | Trimmed |
| 10 | SPY | SPDR S&P 500 ETF TR | $3.9M | 1.97% | 6,903 | Added |
| 11 | TLT | ISHARES TR | $3.2M | 1.63% | 35,148 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $3.1M | 1.56% | 41,813 | Trimmed |
| 13 | CLPT | CLEARPOINT NEURO INC | $2.9M | 1.48% | 245,347 | Added |
| 14 | AGG | ISHARES TR | $2.7M | 1.35% | 26,877 | Added |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $2.6M | 1.33% | 43,817 | Added |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $2.3M | 1.20% | 84,577 | Added |
| 17 | PRF | INVESCO EXCHANGE TRADED FD T | $2.0M | 1.01% | 48,884 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.00% | 3,672 | Hold |
| 19 | SPTM | SPDR SER TR | $1.8M | 0.91% | 26,335 | Trimmed |
| 20 | BIV | VANGUARD BD INDEX FDS | $1.8M | 0.89% | 22,961 | Trimmed |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $1.6M | 0.83% | 62,651 | Added |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $1.6M | 0.82% | 60,570 | Trimmed |
| 23 | SCHB | SCHWAB STRATEGIC TR | $1.2M | 0.61% | 55,453 | Added |
| 24 | MA | MASTERCARD INCORPORATED | $1.1M | 0.57% | 2,061 | Hold |
| 25 | SYK | STRYKER CORPORATION | $1.1M | 0.57% | 3,010 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR