StockDriftsStockDriftsTop 49 Cahill Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 35.8% | 125.2K | $70.3M | +0.70%(+865) | — | 2025-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.59% | 630.8K | $20.8M | +14.31%(+78.98K) | — | 2025-03-31 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 6.1% | 15 | $12.0M | +0.00%(+0) | — | 2025-03-31 | |
| IJR | ISHARES TR | 5.1% | 95.9K | $10.0M | +2.33%(+2.18K) | — | 2025-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.09% | 36.4K | $10.0M | -0.29%(-104) | — | 2025-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 3.93% | 274.2K | $7.7M | +1.77%(+4.78K) | — | 2025-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.71% | 233.6K | $7.3M | +19.56%(+38.23K) | — | 2025-03-31 | |
| IJH | ISHARES TR | 3.69% | 124.2K | $7.2M | -0.71%(-885) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.12% | 18.8K | $4.2M | -1.60%(-306) | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 1.97% | 6.9K | $3.9M | +12.21%(+751) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Cahill Wealth Management, Llc reports $196.47M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are IVV (35.8%), DFAC (10.6%) and BRKA (6.1%). Figures reflect the Q1 2025 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 Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1927960). View Cahill Wealth Management, Llc’s 13F filings on SEC