13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001927960
Total reported value
$196.5M
$196.5M
47 檔
55.4%
As reported in its official Q1 2024 Form 13F filing, Cahill Wealth Management, LLC's tracked investment portfolio stood at $196.5M with 47 total positions.
During Q1 2024, Cahill Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.96% | — | -0.13% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.30% | — | +5.74% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.05% | — | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.56% | — | -1.21% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.47% | — | +1.78% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.47% | — | +399.99% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.00% | — | +4.12% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.47% | — | -6.28% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.20% | — | +4.32% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.88% | — | +0.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | — | +0.03% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | — | -4.93% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.32% | — | +9.70% | |
| 14 | DFIC | Dimensional International Co | ETF-Other | 1.30% | — | -0.30% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.17% | — | +0.31% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.11% | — | -3.12% | |
| 17 | CLPT | Clearpoint Neuro Inc | Stock-Other | 0.97% | — | +5.22% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.95% | — | +9.56% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | — | — | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.75% | — | +0.96% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.74% | — | -0.34% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.61% | — | +0.31% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | — | — | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.58% | — | +0.84% | |
| 25 | XPEL | Xpel Inc | Stock-Other | 0.56% | — | -32.46% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | — | -1.30% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.53% | — | -2.94% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +109.45% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | — | -2.35% | |
| 30 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 0.47% | — | — | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.40% | — | -0.83% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.36% | — | +0.12% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | — | — | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.33% | — | -0.03% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | — | +4.86% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | — | +0.06% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | — | -6.15% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.25% | — | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | — | — | |
| 40 | AQST | Aquestive Therapeutics Inc | Stock-Other | 0.21% | — | — | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.19% | — | -2.17% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | — | — | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.15% | — | — | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.14% | — | +0.07% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | -1.51% | |
| 47 | ✓ | Expion360 Inc | Stock-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Cahill Wealth Management, LLC reported a total U.S. public equity portfolio value of $196.5M across 47 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAC, BRK-A) accounted for 55.4% of total reported equity market value during Q1 2024.
During Q1 2024, Cahill Wealth Management, LLC's top holdings by market value included IVV (38.0%)、DFAC (8.3%)、BRK-A (6.0%). The largest single position, IVV, represented 38.0% of total portfolio value.
In Q1 2024, Cahill Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.