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
$246,000 0.03% of portfolio
2,592
Q3 2025 Added 0.43%
$177B
$221,000 0.03% of portfolio
1,136
Q3 2025 Reduced 9.12%
$196B
$283,000 0.03% of portfolio
1,707
Q3 2025 Added 4.98%
$0
$294,000 0.03% of portfolio
6,479
Q2 2025 Added 0.2%
$278B
$271,000 0.03% of portfolio
2,639
Q3 2025 Added 1.27%
$0
$239,000 0.03% of portfolio
25,194
Q2 2025 Reduced 3.07%
$0
$211,000 0.03% of portfolio
452
Q3 2025 New
$13.7B
$218,000 0.03% of portfolio
2,568
Q3 2025 Added 1.5%
$0
$271,000 0.03% of portfolio
685
Q4 2024 New
$0
$247,000 0.03% of portfolio
1,970
Q4 2024 Reduced 1.99%
$0
$203,000 0.02% of portfolio
3,815
Q3 2025 New
$0
$204,000 0.02% of portfolio
628
Q3 2025 New
$34.2B
$183,000 0.02% of portfolio
15,813
Q3 2025 Reduced 2.82%
$56B
$207,000 0.02% of portfolio
1,029
Q3 2025 Reduced 23.95%
$67.1B
$205,000 0.02% of portfolio
1,512
Q3 2025 New
$0
$207,000 0.02% of portfolio
3,992
Q3 2025 New
$0
$202,000 0.02% of portfolio
4,682
Q3 2025 New
$32.7B
$147,000 0.02% of portfolio
1,698
Q3 2025 Reduced 47.62%
$342M
$106,000 0.01% of portfolio
11,671
Q3 2025 Reduced 10.33%
$0
$0 0.0% of portfolio
11,800
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.48%
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.45%
$0
$0 0.0% of portfolio
75,289
Q3 2025 Added 0.15%
Blackrock ETF Trust Ii Ishares High Yie
-
$0 0.0% of portfolio
-
Q3 2025 Added 43.77%
Senseonics Hldgs Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 New
Running Oak Efficient Growth ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.56%
Cambria Global Ew ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Cambria Endowment Style ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$0 0.0% of portfolio
41,002
Q3 2025 Added 0.18%
Etfmg Prime Cyber Security ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.21%
Solventum Corp Com Shs
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.38%
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.09%
Matthews Pacific Tiger Active ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.48%
$0
$0 0.0% of portfolio
31,003
Q3 2025 Reduced 2.24%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.37%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 23.01%
Matthews Emerging Markets Discovery Active ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.35%

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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