Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2025 data
Cahill Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Cahill Wealth Management, LLC

•CIK: 1927960•Filing: Q1 2025

**Cahill Wealth Management, LLC** manages $196M across a diversified portfolio of 49 positions. The strategy exhibits significant allocation to core market indices, notably holding IVV at $70.3M and a combined $20.0M across VTI and SPY. Top concentrations include DFAC ($20.8M) and BRK/A ($12.0M), suggesting a blend of broad market exposure and selective, high-conviction equity bets.

Total AUM
$196.5M
QoQ Performance
+0.2%
Positions
25
Top 10 Concentration
78.1%
Latest Filing
Q1 2025

Top Holdings Allocation

IVV
DFAC
BRK/A
IJR
VTI
IVV35.8%
DFAC10.6%
BRK/A6.1%
IJR5.1%
VTI5.1%
DFSV3.9%
DFAI3.7%
IJH3.7%

📈 Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
+14.3%
10.6% of portfolio
DFAS
DIMENSIONAL ETF TRUST
+104.6%
1.3% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+19.6%
3.7% of portfolio
DUSB
DIMENSIONAL ETF TRUST
NEW
0.3% of portfolio
IVV
ISHARES TR
+0.7%
35.8% of portfolio

📉 Biggest Sells

SYK
STRYKER CORPORATION
-26.5%
0.6% of portfolio
BND
VANGUARD BD INDEX FDS
-9.6%
1.6% of portfolio
BIV
VANGUARD BD INDEX FDS
-12.0%
0.9% of portfolio
AAPL
APPLE INC
-1.6%
2.1% of portfolio
IJH
ISHARES TR
-0.7%
3.7% of portfolio

Sector Breakdown

Other51.4%
ETF38.1%
Financial7.7%
Technology2.2%
Consumer0.6%

🚪 Exited Positionssold since Q4 2024

ESGV
VANGUARD WORLD FD
SOLD
$201.5K

Changes from Q4 2024

NEW1 new position
↑22 increased
↓16 decreased

Historical Filings

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV35.8%
ISHARES TR
$70.3M
DFAC10.6%
DIMENSIONAL ETF TRUST
$20.8M
BRK/A6.1%
BERKSHIRE HATHAWAY INC DEL
$12.0M
IJR5.1%
ISHARES TR
$10.0M
VTI5.1%
VANGUARD INDEX FDS
$10.0M

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