Cahill Wealth Management, LLC Top Holdings and 13F Report (2025) About Cahill Wealth Management, LLCInvestment ActivityCahill Wealth Management, LLC has $196.07 million in total holdings as of December 31, 2024.Cahill Wealth Management, LLC owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Cahill Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 30 stocks.Cahill Wealth Management, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $73,188,801Dimensional U.S. Core Equity 2 ETF $19,088,332iShares Core S&P Small-Cap ETF $10,797,901Vanguard Total Stock Market ETF $10,574,692Berkshire Hathaway $10,213,800 Largest New Holdings this Quarter Vanguard ESG US Stock ETF $201,511 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 38,510 shares (about $1.33M)Schwab US Broad Market ETF 36,921 shares (about $838.11K)iShares Core S&P 500 ETF 692 shares (about $407.37K)Dimensional International Core Equity Market ETF 12,802 shares (about $373.82K)Berkshire Hathaway 750 shares (about $339.96K) Largest Sales this Quarter Berkshire Hathaway 2 shares (about $1.36M)Vanguard Total Bond Market ETF 6,874 shares (about $494.31K)iShares Russell 1000 Growth ETF 269 shares (about $108.02K)iShares Core U.S. Aggregate Bond ETF 286 shares (about $27.71K)Vanguard Intermediate-Term Bond ETF 314 shares (about $23.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCahill Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$73,188,801$407,366 ▲0.6%124,32737.3%ETFDFACDimensional U.S. Core Equity 2 ETF$19,088,332$1,332,062 ▲7.5%551,8459.7%ETFIJRiShares Core S&P Small-Cap ETF$10,797,901$215,806 ▲2.0%93,7165.5%ETFVTIVanguard Total Stock Market ETF$10,574,692$19,128 ▲0.2%36,4885.4%ETFBRK.ABerkshire Hathaway$10,213,800$1,361,840 ▼-11.8%155.2%FinanceDFSVDimensional US Small Cap Value ETF$8,293,861$329,008 ▲4.1%269,4564.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,791,946$3,178 ▲0.0%125,0514.0%ETFDFAIDimensional International Core Equity Market ETF$5,706,226$373,818 ▲7.0%195,4192.9%ETFAAPLApple$4,782,060$751 ▼0.0%19,0962.4%Computer and TechnologyCLPTClearPoint Neuro$3,759,2100.0%244,4221.9%MedicalSPYSPDR S&P 500 ETF Trust$3,605,614$586 ▲0.0%6,1521.8%FinanceBNDVanguard Total Bond Market ETF$3,325,753$494,307 ▼-12.9%46,2491.7%ETFTLTiShares 20+ Year Treasury Bond ETF$2,670,233$94,317 ▲3.7%30,5761.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,586,030$27,713 ▼-1.1%26,6881.3%FinanceDFICDimensional International Core Equity 2 ETF$2,166,165$4,187 ▲0.2%83,8141.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$1,992,614$323 ▲0.0%49,3951.0%ETFBIVVanguard Intermediate-Term Bond ETF$1,949,607$23,465 ▼-1.2%26,0891.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,897,569$8,857 ▼-0.5%26,5651.0%ETFBRK.BBerkshire Hathaway$1,664,444$339,960 ▲25.7%3,6720.8%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$1,603,298$9,088 ▲0.6%61,2180.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,493,170$38,511 ▲2.6%58,8560.8%ETFSYKStryker$1,474,7650.0%4,0960.8%MedicalDFASDimensional U.S. Small Cap ETF$1,393,624$182,745 ▲15.1%21,4140.7%ETFSCHBSchwab US Broad Market ETF$1,254,948$838,108 ▲201.1%55,2840.6%ETFMAMastercard$1,085,2610.0%2,0610.6%Business ServicesVBVanguard Small-Cap ETF$967,477$1,682 ▼-0.2%4,0260.5%ETFDFAUDimensional US Core Equity Market ETF$794,168$81 ▲0.0%19,6140.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$790,980$11,664 ▲1.5%13,0200.4%ETFAMZNAmazon.com$745,7900.0%3,3990.4%Retail/WholesaleVOOVanguard S&P 500 ETF$712,139$14,006 ▲2.0%1,3220.4%ETFVOTVanguard Mid-Cap Growth ETF$664,093$761 ▲0.1%2,6170.3%ETFVEAVanguard FTSE Developed Markets ETF$628,381$8,320 ▲1.3%13,1410.3%ETFVKTXViking Therapeutics$615,471$60,964 ▲11.0%15,2950.3%MedicalIWFiShares Russell 1000 Growth ETF$558,196$108,025 ▼-16.2%1,3900.3%ETFDFISDimensional International Small Cap ETF$558,184$884 ▲0.2%22,7320.3%ETFAQSTAquestive Therapeutics$509,262$392 ▲0.1%143,0510.3%MedicalVEUVanguard FTSE All-World ex-US ETF$444,364$3,387 ▲0.8%7,7400.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$441,3810.0%5,6580.2%ETFVBRVanguard Small-Cap Value ETF$410,5590.0%2,0720.2%ETFTMDXTransMedics Group$369,112$151,760 ▲69.8%5,9200.2%MedicalVRNAVerona Pharma$359,6780.0%7,7450.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$354,9000.0%2,8000.2%ETFGOOGLAlphabet$312,677$19,116 ▲6.5%1,6520.2%Computer and TechnologyCOSTCostco Wholesale$290,5930.0%3170.1%Retail/WholesaleWMTWalmart$287,242$4,518 ▲1.6%3,1790.1%Retail/WholesaleVCLTVanguard Long-Term Corporate Bond ETF$239,2960.0%3,2000.1%ManufacturingZTSZoetis$236,829$163 ▲0.1%1,4540.1%MedicalIEFAiShares Core MSCI EAFE ETF$215,116$3,303 ▲1.6%3,0610.1%ETFESGVVanguard ESG US Stock ETF$201,511$201,511 ▲New Holding1,9210.1%ETFVWOVanguard FTSE Emerging Markets ETF$0$215,476 ▼-100.0%00.0%ETFXPONExpion360$0$1,261 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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