Cahill Wealth Management, LLC Top Holdings and 13F Report (2024) About Cahill Wealth Management, LLCInvestment ActivityCahill Wealth Management, LLC has $193.77 million in total holdings as of September 30, 2024.Cahill Wealth Management, LLC owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.62% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Cahill Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 21 stocks.Cahill Wealth Management, LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $71,315,053Dimensional U.S. Core Equity 2 ETF $17,602,240Berkshire Hathaway $11,750,060iShares Core S&P Small-Cap ETF $10,741,939Vanguard Total Stock Market ETF $10,313,327 Largest New Holdings this Quarter Berkshire Hathaway $11,750,060 HoldingWalmart $252,684 HoldingVerona Pharma $222,824 Holding Largest Purchases this Quarter Berkshire Hathaway 17 shares (about $11.75M)Dimensional International Core Equity Market ETF 33,390 shares (about $1.06M)Dimensional U.S. Core Equity 2 ETF 25,061 shares (about $859.34K)Berkshire Hathaway 1,635 shares (about $752.53K)iShares Core S&P Small-Cap ETF 4,388 shares (about $513.22K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 5,956 shares (about $417.28K)Vanguard Total Bond Market ETF 4,503 shares (about $338.22K)iShares Core U.S. Aggregate Bond ETF 3,256 shares (about $329.74K)Schwab US Broad Market ETF 4,387 shares (about $291.83K)Vanguard FTSE Developed Markets ETF 3,112 shares (about $164.34K) 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$71,315,053$212,269 ▲0.3%123,63536.8%ETFDFACDimensional U.S. Core Equity 2 ETF$17,602,240$859,341 ▲5.1%513,3359.1%ETFBRK.ABerkshire Hathaway$11,750,060$11,750,060 ▲New Holding176.1%FinanceIJRiShares Core S&P Small-Cap ETF$10,741,939$513,220 ▲5.0%91,8435.5%ETFVTIVanguard Total Stock Market ETF$10,313,327$82,683 ▼-0.8%36,4225.3%ETFDFSVDimensional US Small Cap Value ETF$7,970,013$400,369 ▲5.3%258,7674.1%ETFIJHiShares Core S&P Mid-Cap ETF$7,789,977$30,225 ▼-0.4%125,0004.0%ETFDFAIDimensional International Core Equity Market ETF$5,803,573$1,061,135 ▲22.4%182,6173.0%ETFAAPLApple$4,450,127$2,796 ▼-0.1%19,0992.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$3,990,094$338,222 ▼-7.8%53,1232.1%ETFSPYSPDR S&P 500 ETF Trust$3,529,076$1,147 ▲0.0%6,1511.8%FinanceTLTiShares 20+ Year Treasury Bond ETF$2,893,579$60,234 ▼-2.0%29,4961.5%ETFCLPTClearPoint Neuro$2,739,971$392 ▲0.0%244,4221.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,731,681$329,738 ▼-10.8%26,9741.4%FinanceDFICDimensional International Core Equity 2 ETF$2,353,980$1,069 ▲0.0%83,6521.2%ETFBIVVanguard Intermediate-Term Bond ETF$2,069,209$3,292 ▲0.2%26,4031.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$2,006,575$1,544 ▼-0.1%49,3871.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,869,845$417,280 ▼-18.2%26,6891.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,713,509$201,525 ▲13.3%60,8710.9%ETFDFAEDimensional Emerging Core Equity Market ETF$1,571,630$2,193 ▲0.1%57,3380.8%ETFSYKStryker$1,479,721$120,661 ▼-7.5%4,0960.8%MedicalBRK.BBerkshire Hathaway$1,344,880$752,525 ▲127.0%2,9220.7%FinanceSCHBSchwab US Broad Market ETF$1,221,539$291,831 ▼-19.3%18,3630.6%ETFDFASDimensional U.S. Small Cap ETF$1,206,799$14,464 ▼-1.2%18,6060.6%ETFMAMastercard$1,017,722$1,975 ▼-0.2%2,0610.5%Business ServicesVBVanguard Small-Cap ETF$956,595$1,186 ▲0.1%4,0330.5%ETFVKTXViking Therapeutics$872,412$75,719 ▲9.5%13,7800.5%MedicalSCZiShares MSCI EAFE Small-Cap ETF$868,489$96,476 ▼-10.0%12,8280.4%ETFDFAUDimensional US Core Equity Market ETF$778,409$357 ▼0.0%19,6120.4%ETFAQSTAquestive Therapeutics$711,846$121,412 ▲20.6%142,9410.4%MedicalVEAVanguard FTSE Developed Markets ETF$684,788$164,345 ▼-19.4%12,9670.4%ETFVOOVanguard S&P 500 ETF$683,966$96,051 ▲16.3%1,2960.4%ETFVOTVanguard Mid-Cap Growth ETF$636,431$1,217 ▲0.2%2,6140.3%ETFAMZNAmazon.com$633,406$12,299 ▼-1.9%3,3990.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$622,7690.0%1,6590.3%ETFDFISDimensional International Small Cap ETF$608,941$429 ▲0.1%22,6960.3%ETFTMDXTransMedics Group$547,302$121,047 ▲28.4%3,4860.3%MedicalVEUVanguard FTSE All-World ex-US ETF$483,902$21,798 ▼-4.3%7,6810.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$449,3580.0%5,6580.2%ETFVBRVanguard Small-Cap Value ETF$415,9450.0%2,0720.2%ETFIWPiShares Russell Mid-Cap Growth ETF$328,4120.0%2,8000.2%ETFZTSZoetis$283,792$391 ▲0.1%1,4530.1%MedicalCOSTCostco Wholesale$281,095$46,110 ▲19.6%3170.1%Retail/WholesaleVCLTVanguard Long-Term Corporate Bond ETF$259,9360.0%3,2000.1%ManufacturingGOOGLAlphabet$257,259$117,434 ▼-31.3%1,5510.1%Computer and TechnologyWMTWalmart$252,684$252,684 ▲New Holding3,1290.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$235,263$80,242 ▼-25.4%3,0140.1%ETFVRNAVerona Pharma$222,824$222,824 ▲New Holding7,7450.1%MedicalVWOVanguard FTSE Emerging Markets ETF$215,476$38,903 ▼-15.3%4,5030.1%ETFXPONExpion360$1,261$1,034 ▼-45.1%24,3870.0%Computer and TechnologyXPELXPEL$0$266,913 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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