EdgeMarket › What Cahill Financial Advisors Inc reported owning
What Cahill Financial Advisors Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
923.9MPositions
286Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VUG Vanguard Morningstar Growth ETF | 72.5M | 7.8% | 165.9K | 87.50 | +15.9% |
| VTV Vanguard Morningstar Value ETF | 53.6M | 5.8% | 273.0K | 226.40 | +24.6% |
| MOAT VanEck Morningstar Wide Moat ETF | 46.3M | 5.0% | 479.3K | 114.42 | +17.5% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 42.9M | 4.6% | 1.1M | 45.61 | +22.8% |
| VEA Vanguard FTSE Developed Markets ETF | 40.3M | 4.4% | 628.4K | 73.42 | +24.7% |
| BND Vanguard Total Bond Market ETF | 35.2M | 3.8% | 477.8K | 72.23 | -1.8% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 34.6M | 3.7% | 1.0M | 38.16 | +24.9% |
| IVW iShares S&P 500 Growth ETF | 27.0M | 2.9% | 239.1K | 138.83 | +22.2% |
| QUAL iShares MSCI USA Quality Factor ETF | 22.1M | 2.4% | 115.2K | 223.22 | +19.3% |
| IVE iShares S&P 500 Value ETF | 21.9M | 2.4% | 103.9K | 237.24 | +17.6% |
| AAPL Apple Inc. | 21.0M | 2.3% | 82.6K | 309.35 | +36.9% |
| CGXU Capital Group International Focus Equity ETF | 17.6M | 1.9% | 596.0K | 35.14 | +25.9% |
| VIG Vanguard Div Appreciation ETF | 17.5M | 1.9% | 81.3K | 243.91 | +16.2% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 17.1M | 1.9% | 615.5K | 32.53 | +28.4% |
| unmapped CUSIP 084670702 | 16.7M | 1.8% | 34.8K | — | — |
| VO Vanguard Morningstar Mid-Cap ETF | 16.3M | 1.8% | 56.6K | 82.97 | +15.9% |
| FNDF Schwab Fundamental International Equity ETF | 14.2M | 1.5% | 290.9K | 55.84 | +32.1% |
| AVEM Avantis Emerging Markets Equity ETF | 12.2M | 1.3% | 151.3K | 94.24 | +33.1% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 11.0M | 1.2% | 109.2K | 100.73 | +0.2% |
| SCHD Schwab US Dividend Equity ETF | 11.0M | 1.2% | 357.3K | 35.11 | +27.6% |
| BAI iShares A.I. Innovation and Tech Active ETF | 10.1M | 1.1% | 307.7K | 44.30 | +46.6% |
| BSV Vanguard Short-Term Bond ETF | 10.0M | 1.1% | 127.5K | 77.57 | -1.4% |
| AVUV Avantis U.S. Small Cap Value ETF | 9.7M | 1.1% | 87.9K | 126.45 | +33.2% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 8.5M | 0.9% | 290.3K | 35.32 | +17.3% |
| SCHX Schwab U.S. Large-Cap ETF | 6.9M | 0.7% | 269.5K | 30.21 | +19.6% |
| JMUB JPMorgan Municipal ETF | 6.7M | 0.7% | 134.6K | 49.69 | +0.5% |
| PKW Invesco BuyBack Achievers ETF | 6.2M | 0.7% | 47.2K | 151.05 | +17.3% |
| JEPI JPMorgan Equity Premium Income ETF | 5.9M | 0.6% | 104.5K | 57.92 | +1.4% |
| SCHV Schwab U.S. Large-Cap Value ETF | 5.6M | 0.6% | 183.2K | 34.94 | +22.7% |
| DTH WisdomTree International High Dividend Fund | 5.4M | 0.6% | 100.5K | 58.95 | +19.6% |
| GBIL Goldman Sachs Access Treasury 0-1 Year ETF | 5.2M | 0.6% | 51.5K | 100.11 | +0.0% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 5.1M | 0.6% | 58.2K | 99.29 | +14.2% |
| MEMS Matthews Emerging Markets Discovery Active ETF | 5.1M | 0.5% | 192.6K | 30.74 | +17.0% |
| EFV iShares MSCI EAFE Value ETF | 4.8M | 0.5% | 64.2K | 82.23 | +21.4% |
| SCHF Schwab International Equity ETF | 4.7M | 0.5% | 188.9K | 28.46 | +24.7% |
| DON WisdomTree U.S. MidCap Dividend Fund | 4.6M | 0.5% | 86.9K | 58.26 | +12.6% |
| VWO Vanguard FTSE Emerging Markets ETF | 4.5M | 0.5% | 82.8K | 60.45 | +17.7% |
| HDV iShares Core High Dividend ETF | 4.4M | 0.5% | 32.4K | 29.81 | +21.7% |
| PID Invesco International Dividend Achievers ETF | 4.4M | 0.5% | 197.1K | 23.13 | +8.8% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 4.3M | 0.5% | 19.9K | 249.18 | +22.7% |
| RUNN Running Oak Efficient Growth ETF | 4.3M | 0.5% | 133.7K | 35.29 | +2.2% |
| ASIA Matthews Pacific Tiger Active ETF | 4.3M | 0.5% | 122.6K | 41.42 | +35.1% |
| MSFT MICROSOFT CORP | 4.2M | 0.5% | 11.3K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 4.1M | 0.4% | 6.3K | 769.31 | +20.0% |
| SCHY Schwab International Dividend Equity ETF | 3.9M | 0.4% | 122.4K | 33.62 | +18.1% |
| IJH iShares Core S&P Mid-Cap ETF | 3.8M | 0.4% | 55.9K | 76.77 | +20.8% |
| SCHZ Schwab US Aggregate Bond ETF | 3.7M | 0.4% | 157.3K | 22.77 | -1.8% |
| SPY SPDR S&P 500 ETF TRUST | 3.6M | 0.4% | 5.5K | 765.72 | +20.0% |
| SCHA Schwab U.S. Small-Cap ETF | 3.4M | 0.4% | 117.7K | 34.83 | +32.4% |
| IWV iShares Russell 3000 Fund | 3.3M | 0.4% | 9.0K | 436.47 | +20.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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