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CIK: 0001927960
Total reported value
$196.5M
$196.5M
50 檔
62.0%
According to the latest 13F quarterly dataset, Cahill Wealth Management, LLC managed an equity portfolio of $196.5M at the end of Q3 2024, spanning 50 distinct U.S. exchange-listed positions.
During Q3 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 | 36.80% | — | +0.30% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.08% | — | +5.13% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.06% | — | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.54% | — | +5.02% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.32% | — | -0.80% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.11% | — | +5.29% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.02% | — | -0.39% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 3.00% | — | +22.38% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.30% | — | -0.06% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.06% | — | -7.81% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | — | +0.03% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.49% | — | -2.04% | |
| 13 | CLPT | Clearpoint Neuro Inc | Stock-Other | 1.41% | — | +0.01% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.41% | — | -10.77% | |
| 15 | DFIC | Dimensional International Co | ETF-Other | 1.21% | — | +0.05% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.07% | — | +0.16% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.04% | — | -0.08% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.96% | — | -18.24% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.88% | — | +13.33% | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.81% | — | +0.14% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | — | -7.54% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | +127.04% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | — | -19.28% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.62% | — | -1.18% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | — | -0.19% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | +0.12% | |
| 27 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 0.45% | — | +9.50% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.45% | — | -10.00% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.40% | — | -0.05% | |
| 30 | AQST | Aquestive Therapeutics Inc | Stock-Other | 0.37% | — | +20.56% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | — | -19.35% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | +16.34% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.33% | — | +0.19% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | — | -1.90% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | — | — | |
| 36 | DFIS | Dimensional International Sm | ETF-Other | 0.31% | — | +0.07% | |
| 37 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.28% | — | +28.40% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.25% | — | -4.31% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.23% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | — | — | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | — | — | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.15% | — | +0.14% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | — | +19.62% | |
| 44 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.13% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | -31.34% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | — | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.12% | — | -25.43% | |
| 48 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 0.11% | — | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.11% | — | -15.29% | |
| 50 | ✓ | Expion360 Inc | Stock-Other | — | — | -45.06% |
According to official SEC Form 13F filings, Cahill Wealth Management, LLC reported a total U.S. public equity portfolio value of $196.5M across 50 disclosed positions in Q3 2024.
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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 62.0% of total reported equity market value during Q3 2024.
During Q3 2024, Cahill Wealth Management, LLC's top holdings by market value included IVV (36.8%)、DFAC (9.1%)、BRK-A (6.1%). The largest single position, IVV, represented 36.8% of total portfolio value.
In Q3 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.
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