Cahill Financial Advisors Inc Portfolio Holdings

Cahill Financial Advisors Inc

$774 Million
Q2 2025

Cahill Financial Advisors Inc has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $774 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $67.7M, Vanguard Value ETF with a value of $40.4M, Vaneck Morningstar Wide Moat E with a value of $38.5M, Vanguard Ftse Developed Market with a value of $32.4M, and Vanguard Bd Index Fd Inc Total with a value of $30.3M.

Examining the 13F form we can see an increase of $59.7M in the current position value, from $714M to 774M.

Cahill Financial Advisors Inc is based out at Edina, MN

Below you can find more details about Cahill Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $774 Million

ETFs: $647 Million

Technology: $30.1 Million

Financial Services: $29.2 Million

Industrials: $10.7 Million

Consumer Cyclical: $8.11 Million

Healthcare: $6.39 Million

Energy: $5.29 Million

Consumer Defensive: $4.62 Million

Other: $9.61 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$67.7 Million 8.74% of portfolio	154,319	Q2 2025 Added 1.15%
VTV Vanguard Value ETF ETFs	$0	$40.4 Million 5.22% of portfolio	228,422	Q2 2025 Added 3.68%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$38.5 Million 4.98% of portfolio	448,799	Q2 2025 Reduced 1.09%
VEA Vanguard Ftse Developed Market ETFs	$0	$32.4 Million 4.18% of portfolio	567,596	Q2 2025 Added 10.06%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$30.3 Million 3.92% of portfolio	411,624	Q2 2025 Added 4.93%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$28.6 Million 3.69% of portfolio	259,385	Q2 2025 Reduced 1.01%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$26 Million 3.36% of portfolio	725,921	Q2 2025 Added 9.24%
DFAX Dimensional ETF Tr	$0	$22.9 Million 2.96% of portfolio	778,779	Q2 2025 Added 9.19%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$21.3 Million 2.75% of portfolio	254,092	Q2 2025 Reduced 1.51%
IVE Ishares S&P 500 Value ETF ETFs	$0	$20.5 Million 2.65% of portfolio	105,038	Q2 2025 Reduced 2.97%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$20 Million 2.58% of portfolio	109,155	Q2 2025 Added 0.56%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$606B	$17.6 Million 2.27% of portfolio	36,178	Q2 2025 Reduced 0.82%
AAPL Apple Inc. Technology	$3.69T	$16.6 Million 2.15% of portfolio	81,094	Q2 2025 Reduced 0.7%
VIG Vanguard Dividend Appreciation ETFs	$0	$16.2 Million 2.09% of portfolio	88,758	Q2 2025 Reduced 1.6%
FNDX Schwab Fundamental U S Large C ETFs	$0	$16.2 Million 2.09% of portfolio	658,466	Q2 2025 Reduced 0.09%
CGXU Capital Group Intl Focus Equit ETFs	$0	$15.7 Million 2.02% of portfolio	577,585	Q2 2025 Added 6.88%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$12.1 Million 1.56% of portfolio	153,712	Q2 2025 Reduced 15.13%
IYW Ishares Dj Us Tech ETF ETFs	$0	$12 Million 1.55% of portfolio	69,212	Q2 2025 Added 5.11%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$10.8 Million 1.39% of portfolio	173,875	Q2 2025 Added 3.02%
FNDF Schwab Fundamental Intl Large ETFs	$0	$10.6 Million 1.37% of portfolio	264,302	Q2 2025 Added 1.65%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$8.53 Million 1.1% of portfolio	348,865	Q2 2025 Reduced 4.87%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$8.32 Million 1.08% of portfolio	284,961	Q2 2025 Added 7.42%
VO Vanguard Mid Cap ETF ETFs	$0	$7.59 Million 0.98% of portfolio	27,114	Q2 2025 Added 2.21%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$7.56 Million 0.98% of portfolio	285,384	Q2 2025 Added 3.33%
AVUV American Centy ETF Tr Avantis ETFs	$0	$6.19 Million 0.8% of portfolio	67,908	Q2 2025 Added 39.38%
PKW Invesco Exchange Traded Fd Tr ETFs	$0	$6.03 Million 0.78% of portfolio	48,753	Q2 2025 Added 0.18%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$5.96 Million 0.77% of portfolio	104,753	Q2 2025 Added 3.59%
MSFT Microsoft Corp Technology	$3.89T	$5.59 Million 0.72% of portfolio	11,243	Q2 2025 Reduced 2.18%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$5.09 Million 0.66% of portfolio	184,072	Q2 2025 Added 7.57%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$5.01 Million 0.65% of portfolio	49,843	Q2 2025 Added 58.98%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.71 Million 0.61% of portfolio	95,202	Q2 2025 Reduced 8.16%
EFV Msci Eafe Value ETF ETFs	$0	$4.51 Million 0.58% of portfolio	71,003	Q2 2025 Added 0.09%
DTH Wisdomtree Tr ETFs	$0	$4.47 Million 0.58% of portfolio	96,375	Q2 2025 Added 1.74%
PID Invesco Exchange Traded Fd Tr ETFs	$0	$4.05 Million 0.52% of portfolio	227,036	Q2 2025 Reduced 2.49%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.96 Million 0.51% of portfolio	6,407	Q2 2025 Reduced 1.37%
VBR Vanguard Small Cap Value ETF ETFs	$0	$3.93 Million 0.51% of portfolio	20,166	Q2 2025 Added 5.1%
HDV Ishares Core High Dividend ETF ETFs	$0	$3.84 Million 0.5% of portfolio	32,815	Q2 2025 Reduced 0.06%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$3.82 Million 0.49% of portfolio	76,255	Q2 2025 Added 5.17%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$3.66 Million 0.47% of portfolio	165,619	Q2 2025 Added 0.55%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$3.64 Million 0.47% of portfolio	144,045	Q2 2025 Reduced 1.08%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$3.23 Million 0.42% of portfolio	35,835	Q2 2025 Added 8.91%
IWV Ishares Russell 3000 ETF ETFs	$0	$3.16 Million 0.41% of portfolio	9,001	Q2 2025 Added 0.09%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.97 Million 0.38% of portfolio	4,786	Q2 2025 Reduced 1.38%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$2.89 Million 0.37% of portfolio	112,736	Q2 2025 Added 4.17%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.85 Million 0.37% of portfolio	5,171	Q2 2025 Added 1.04%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.78 Million 0.36% of portfolio	31,180	Q2 2025 Reduced 1.38%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$2.64 Million 0.34% of portfolio	12,056	Q2 2025 Added 6.44%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.65 Million 0.34% of portfolio	12,301	Q2 2025 Added 0.22%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.6 Million 0.34% of portfolio	23,785	Q2 2025 Reduced 12.76%
BIP Brookfield Infrastructure Partners L.P. Utilities	$13.8B	$2.53 Million 0.33% of portfolio	75,586	Q2 2025 Added 0.7%

Summary

Portfolio
No. of Stocks 312
Current Value $774 Million
Prior Value $714 Million
Filing
Period Q2 2025
Filing Date August 07, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 15 stocks
Additional Purchases 134 stocks
Sold out of 0 stocks
Reduced holdings in 95 stocks

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Cahill Financial Advisors Inc Portfolio Holdings