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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170M
$633,000 0.32% of portfolio
218,381
Q1 2025 Added 52.66%

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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