§ 13F · FUND PROFILE
Cahill Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 49Turnover · — · Q1Filed · May 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 125K | $70.3T | 35.8% | — |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 631K | $20.8T | 10.6% | — |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $12.0T | 6.1% | — |
| 4 | IJR | ISHARES TR | 96K | $10.0T | 5.1% | — |
| 5 | VTI | VANGUARD INDEX FDS | 36K | $10.0T | 5.1% | — |
| 6 | DFSV | DIMENSIONAL ETF TRUST | 274K | $7.7T | 3.9% | — |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 234K | $7.3T | 3.7% | — |
| 8 | IJH | ISHARES TR | 124K | $7.2T | 3.7% | — |
| 9 | AAPL | APPLE INC | 19K | $4.2T | 2.1% | — |
| 10 | SPY | SPDR S&P 500 ETF TR | 7K | $3.9T | 2.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAHILL SIGNAL
AC read
Cahill Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed