Cahill Financial Advisors Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $714 Million distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $56.6M, Vaneck Morningstar Wide Moat E with a value of $38.9M, Vanguard Value ETF with a value of $38.1M, Vanguard Bd Index Fd Inc Total with a value of $28.8M, and Vanguard Ftse Developed Market with a value of $26.2M.
Examining the 13F form we can see an decrease of $556K in the current position value, from $715M to 714M.
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
$714 Million
ETFs: $591 Million
Financial Services: $31.2 Million
Technology: $28.5 Million
Industrials: $11.8 Million
Consumer Cyclical: $6.82 Million
Healthcare: $6.8 Million
Energy: $5.71 Million
Consumer Defensive: $4.59 Million
Other: $8.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions