StockDriftsStockDriftsTop 50 Cahill Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | 8.33% | 1.01M | $86.8M | +1.24%(+12.30K) | $69.80(+27.77%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 5.94% | 283.7K | $61.8M | +3.93%(+10.72K) | $153.86(+47.87%) | 2026-06-30 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 4.88% | 1.15M | $50.9M | +3.96%(+43.74K) | $32.20(+42.98%) | 2026-06-30 | |
| MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 4.75% | 476.3K | $49.5M | -0.63%(-3.02K) | $70.38(+61.46%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.34% | 634.9K | $45.2M | +1.04%(+6.56K) | $48.98(+51.11%) | 2026-06-30 | |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 3.77% | 1.07M | $39.3M | +4.77%(+48.59K) | $26.75(+42.59%) | 2026-06-30 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 3.43% | 487.4K | $35.8M | +2.02%(+9.65K) | $77.51(-6.78%) | 2026-06-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.1% | 234.6K | $32.3M | -1.90%(-4.54K) | $38.41(+268.75%) | 2026-06-30 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2.47% | 117.3K | $25.7M | +1.82%(+2.10K) | $146.27(+53.84%) | 2026-06-30 | |
| IVE | ISHARES S&P 500 VALUE ETF | 2.26% | 103.6K | $23.5M | -0.22%(-225) | $115.86(+104.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.90% | +51.68% | +8.62% | +51.21% |
| Top 20 Holdings Unweighted | +14.70% | +50.88% | +8.45% | +50.04% |
Cahill Financial Advisors INC reports $1.04B in US-listed equity holdings across 296 positions in its most recent 13F filing. Its largest disclosed positions are VUG (8.3%), VTV (5.9%) and DFAC (4.9%). The top 20 holdings account for 60.38% of reported assets. Its disclosed equity book has returned +51.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cahill Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1600327). View Cahill Financial Advisors INC’s 13F filings on SEC