Cahill Financial Advisors Inc Portfolio Holdings

Cahill Financial Advisors Inc

  • $841 Million
  • Q3 2025

Cahill Financial Advisors Inc has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $841 Million distributed in 326 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $74.8M, Vanguard Value ETF with a value of $43.3M, Vaneck Morningstar Wide Moat E with a value of $38.2M, Vanguard Ftse Developed Market with a value of $34.9M, and Dimensional ETF Tr U S Core Eq with a value of $31.3M.

Examining the 13F form we can see an increase of $67.3M in the current position value, from $774M to 841M.

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 $841 Million
ETFs: $700 Million
Technology: $36 Million
Financial Services: $31.1 Million
Industrials: $11.6 Million
Consumer Cyclical: $8.08 Million
Healthcare: $7.6 Million
Energy: $5.35 Million
Consumer Defensive: $4.6 Million
Other: $9.78 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.8 Million 8.89% of portfolio
156,014
Q3 2025 Added 1.1%
$0
$43.3 Million 5.15% of portfolio
232,227
Q3 2025 Added 1.67%
$0
$38.2 Million 4.55% of portfolio
445,550
Q3 2025 Reduced 0.72%
$0
$34.9 Million 4.15% of portfolio
582,947
Q3 2025 Added 2.7%
$0
$31.3 Million 3.72% of portfolio
811,232
Q3 2025 Added 11.75%
$0
$30.9 Million 3.67% of portfolio
415,422
Q3 2025 Added 0.92%
$0
$30.3 Million 3.6% of portfolio
251,223
Q3 2025 Reduced 3.15%
$0
$26.7 Million 3.17% of portfolio
849,312
Q3 2025 Added 9.06%
$0
$23 Million 2.73% of portfolio
258,432
Q3 2025 Added 1.71%
$0
$21.7 Million 2.57% of portfolio
104,861
Q3 2025 Reduced 0.17%
$4.42T
$21.3 Million 2.53% of portfolio
83,532
Q3 2025 Added 3.01%
$0
$21.2 Million 2.52% of portfolio
109,169
Q3 2025 Added 0.01%
$647B
$18.3 Million 2.18% of portfolio
36,418
Q3 2025 Added 0.66%
$0
$17.7 Million 2.11% of portfolio
598,894
Q3 2025 Added 3.69%
$0
$16.9 Million 2.01% of portfolio
644,408
Q3 2025 Reduced 2.13%
$0
$15.8 Million 1.88% of portfolio
86,822
Q3 2025 Reduced 2.18%
$0
$11.4 Million 1.36% of portfolio
265,415
Q3 2025 Added 0.42%
$0
$11.5 Million 1.36% of portfolio
175,792
Q3 2025 Added 1.1%
$0
$11.3 Million 1.34% of portfolio
142,736
Q3 2025 Reduced 7.14%
$0
$9.79 Million 1.16% of portfolio
306,757
Q3 2025 Added 7.65%
$0
$8.41 Million 1.0% of portfolio
319,235
Q3 2025 Reduced 8.49%
$0
$8.33 Million 0.99% of portfolio
304,954
Q3 2025 Added 6.86%
$0
$7.75 Million 0.92% of portfolio
26,375
Q3 2025 Reduced 2.73%
$0
$7.26 Million 0.86% of portfolio
72,959
Q3 2025 Added 7.44%
$0
$6.38 Million 0.76% of portfolio
48,158
Q3 2025 Reduced 1.22%
$3.79T
$5.94 Million 0.71% of portfolio
11,463
Q3 2025 Added 1.96%
$0
$5.76 Million 0.69% of portfolio
57,236
Q3 2025 Added 14.83%
$0
$5.71 Million 0.68% of portfolio
100,047
Q3 2025 Reduced 4.49%
$0
$5.39 Million 0.64% of portfolio
185,104
Q3 2025 Added 0.56%
$0
$5.26 Million 0.63% of portfolio
7,866
Q3 2025 Added 64.35%
$0
$5.05 Million 0.6% of portfolio
93,219
Q3 2025 Reduced 2.08%
$0
$4.71 Million 0.56% of portfolio
95,741
Q3 2025 Reduced 0.66%
$0
$4.66 Million 0.55% of portfolio
68,662
Q3 2025 Reduced 3.3%
$0
$4.32 Million 0.51% of portfolio
185,754
Q3 2025 Added 12.16%
$0
$4.21 Million 0.5% of portfolio
41,981
Q3 2025 Added 64.24%
$0
$4.1 Million 0.49% of portfolio
19,629
Q3 2025 Reduced 2.66%
$0
$4.02 Million 0.48% of portfolio
32,825
Q3 2025 Added 0.03%
$0
$4.03 Million 0.48% of portfolio
77,142
Q3 2025 Added 1.16%
$0
$3.99 Million 0.47% of portfolio
223,562
Q3 2025 Reduced 1.53%
$0
$3.97 Million 0.47% of portfolio
5,964
Q3 2025 Reduced 6.91%
$0
$3.89 Million 0.46% of portfolio
139,514
Q3 2025 Reduced 3.15%
$0
$3.81 Million 0.45% of portfolio
75,545
Q3 2025 Added 67.93%
$0
$3.41 Million 0.41% of portfolio
9,009
Q3 2025 Added 0.09%
$0
$3.19 Million 0.38% of portfolio
35,568
Q3 2025 Reduced 0.75%
$0
$3 Million 0.36% of portfolio
116,182
Q3 2025 Added 3.06%
$0
$3.02 Million 0.36% of portfolio
12,502
Q3 2025 Added 1.63%
$0
$2.93 Million 0.35% of portfolio
4,887
Q3 2025 Reduced 5.49%
$0
$2.79 Million 0.33% of portfolio
23,447
Q3 2025 Reduced 1.42%
$0
$2.79 Million 0.33% of portfolio
16,959
Q3 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 326
  • Current Value $841 Million
  • Prior Value $774 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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