Cahill Wealth Management, LLC Portfolio Holdings

Cahill Wealth Management, LLC

  • $196 Million
  • Q1 2025

Cahill Wealth Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $196 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $70.3M, Dimensional ETF Tr U S Core Eq with a value of $20.8M, Berkshire Hathaway Inc with a value of $12M, Ishares Core S&P Sm Cap ETF with a value of $10M, and Vanguard Total Stock Market Et with a value of $10M.

Examining the 13F form we can see an decrease of $102K in the current position value, from $196M to 196M.

Cahill Wealth Management, LLC is based out at Portage, MI

Below you can find more details about Cahill Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $169 Million
Financial Services: $15.1 Million
Healthcare: $6.54 Million
Technology: $4.17 Million
Consumer Cyclical: $646,000
Consumer Defensive: $555,000
Communication Services: $224,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.3 Million 35.9% of portfolio
125,192
Q1 2025 Added 0.7%
$0
$20.8 Million 10.62% of portfolio
630,822
Q1 2025 Added 14.31%
$442B
$12 Million 6.11% of portfolio
15
Q4 2024 Reduced 11.76%
$0
$10 Million 5.12% of portfolio
95,897
Q1 2025 Added 2.33%
$0
$10 Million 5.1% of portfolio
36,384
Q1 2025 Reduced 0.29%
$0
$7.72 Million 3.94% of portfolio
274,231
Q1 2025 Added 1.77%
$0
$7.3 Million 3.72% of portfolio
233,646
Q1 2025 Added 19.56%
$0
$7.25 Million 3.7% of portfolio
124,166
Q1 2025 Reduced 0.71%
$3.26T
$4.17 Million 2.13% of portfolio
18,790
Q1 2025 Reduced 1.6%
$0
$3.86 Million 1.97% of portfolio
6,903
Q1 2025 Added 12.21%
$0
$3.2 Million 1.63% of portfolio
35,148
Q1 2025 Added 14.95%
$0
$3.07 Million 1.57% of portfolio
41,813
Q1 2025 Reduced 9.59%
$321M
$2.92 Million 1.49% of portfolio
245,347
Q1 2025 Added 0.38%
$0
$2.66 Million 1.36% of portfolio
26,877
Q1 2025 Added 0.71%
$0
$2.62 Million 1.34% of portfolio
43,817
Q1 2025 Added 104.62%
$0
$2.35 Million 1.2% of portfolio
84,577
Q1 2025 Added 0.91%
$648B
$1.96 Million 1.0% of portfolio
3,672
Q4 2024 Added 25.67%
$0
$1.79 Million 0.91% of portfolio
26,335
Q1 2025 Reduced 0.87%
$0
$1.76 Million 0.9% of portfolio
22,961
Q1 2025 Reduced 11.99%
$0
$1.62 Million 0.83% of portfolio
62,651
Q1 2025 Added 6.45%
$0
$1.6 Million 0.82% of portfolio
60,570
Q1 2025 Reduced 1.06%
$0
$1.19 Million 0.61% of portfolio
55,453
Q1 2025 Added 0.31%
$562B
$1.13 Million 0.58% of portfolio
2,061
Q3 2024 Reduced 0.19%
$146B
$1.12 Million 0.57% of portfolio
3,010
Q1 2025 Reduced 26.51%
$0
$871,000 0.44% of portfolio
3,932
Q1 2025 Reduced 2.33%
$0
$824,000 0.42% of portfolio
12,979
Q1 2025 Reduced 0.31%
$0
$752,000 0.38% of portfolio
19,581
Q1 2025 Reduced 0.17%
$0
$681,000 0.35% of portfolio
1,326
Q1 2025 Added 0.3%
$0
$669,000 0.34% of portfolio
13,175
Q1 2025 Added 0.26%
$2.22T
$646,000 0.33% of portfolio
3,399
Q3 2024 Reduced 1.9%
$0
$640,000 0.33% of portfolio
2,620
Q1 2025 Added 0.11%
$170M
$633,000 0.32% of portfolio
218,381
Q1 2025 Added 52.66%
$4.32B
$604,000 0.31% of portfolio
8,987
Q1 2025 Added 51.81%
$0
$583,000 0.3% of portfolio
22,570
Q1 2025 Reduced 0.71%
$0
$501,000 0.26% of portfolio
1,390
Q4 2024 Reduced 16.21%
$5.08B
$511,000 0.26% of portfolio
8,060
Q1 2025 Added 4.07%
$2.13B
$514,000 0.26% of portfolio
21,286
Q1 2025 Added 39.17%
$0
$457,000 0.23% of portfolio
7,542
Q1 2025 Reduced 2.56%
$0
$446,000 0.23% of portfolio
5,658
Q4 2022 New
$0
$385,000 0.2% of portfolio
2,072
Q4 2023 Reduced 9.28%
$0
$328,000 0.17% of portfolio
2,800
Q1 2024 Reduced 2.17%
$446B
$318,000 0.16% of portfolio
337
Q1 2025 Added 6.31%
$0
$242,000 0.12% of portfolio
3,200
Q4 2022 New
$0
$231,000 0.12% of portfolio
3,061
Q4 2024 Added 1.56%
$264B
$237,000 0.12% of portfolio
2,705
Q1 2025 Reduced 14.91%
$78.2B
$239,000 0.12% of portfolio
1,455
Q1 2025 Added 0.07%
$993B
$224,000 0.11% of portfolio
1,452
Q1 2025 Reduced 12.11%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $196 Million
  • Prior Value $196 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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