Cahill Wealth Management, LLC Portfolio Holdings

Cahill Wealth Management, LLC

  • $196 Million
  • Q4 2024

Cahill Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 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 $73.2M, Dimensional ETF Tr U S Core Eq with a value of $19.1M, Ishares Core S&P Sm Cap ETF with a value of $10.8M, Vanguard Total Stock Market Et with a value of $10.6M, and Berkshire Hathaway Inc with a value of $10.2M.

Examining the 13F form we can see an increase of $2.32M in the current position value, from $194M 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: $13 Million
Healthcare: $7.32 Million
Technology: $4.78 Million
Consumer Cyclical: $745,000
Consumer Defensive: $577,000
Communication Services: $312,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$325M
$3.76 Million 1.92% of portfolio
244,422
Q3 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $196 Million
  • Prior Value $194 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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