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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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