Cahill Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001927960

Type: FundHoldings: 49Value: $196.5MLatest: 2025Q1

Cahill Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MA",
  "IJR",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "TMDX",
  "IEFA",
  "SYK",
  "BIV",
  "AQST",
  null,
  null,
  "PRF",
  null,
  null,
  "IWP",
  "CLPT",
  "AMZN",
  "SCHB",
  null,
  "VEU",
  "VEA",
  null,
  null,
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VRNA",
  "VKTX",
  "WMT",
  null,
  "BRK-A",
  "BRK-B",
  "COST",
  null,
  null,
  "DFAC",
  "VTI",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 49
Total Value: 196474806
Accession Number: 0001172661-25-001684
Form Type: 13F-HR
CIK: cahill-wealth-management
Manager Name: Cahill-Wealth-Management

Data Enrichment

69% identified

34 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $196.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:125.2K

Value:$70.3M

% of Portfolio:35.8% ($70.3M/$196.5M)

25434V708

DFAC|25434V708

Shares:630.8K

Value:$20.8M

% of Portfolio:10.6% ($20.8M/$196.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:15

Value:$12.0M

% of Portfolio:6.1% ($12.0M/$196.5M)

464287804

IJR|464287804

Shares:95.9K

Value:$10.0M

% of Portfolio:5.1% ($10.0M/$196.5M)

922908769

VTI|922908769

Shares:36.4K

Value:$10.0M

% of Portfolio:5.1% ($10.0M/$196.5M)

25434V815

Shares:274.2K

Value:$7.7M

% of Portfolio:3.9% ($7.7M/$196.5M)

25434V203

Shares:233.6K

Value:$7.3M

% of Portfolio:3.7% ($7.3M/$196.5M)

464287507

IJH|464287507

Shares:124.2K

Value:$7.2M

% of Portfolio:3.7% ($7.2M/$196.5M)

Apple Inc.

AAPL|037833100

Shares:18.8K

Value:$4.2M

% of Portfolio:2.1% ($4.2M/$196.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.9K

Value:$3.9M

% of Portfolio:2.0% ($3.9M/$196.5M)

464287432

Shares:35.1K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$196.5M)

921937835

BND|921937835

Shares:41.8K

Value:$3.1M

% of Portfolio:1.6% ($3.1M/$196.5M)

ClearPoint Neuro, Inc.

CLPT|18507C103

Shares:245.3K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$196.5M)

464287226

Shares:26.9K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$196.5M)

25434V500

Shares:43.8K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$196.5M)

25434V799

Shares:84.6K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$196.5M)

46137V613

PRF|46137V613

Shares:48.9K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$196.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$196.5M)

78464A805

Shares:26.3K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$196.5M)

921937819

BIV|921937819

Shares:23.0K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$196.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	125.2K	QoQ +0.69% (-865) YoY +0.91% (+1.1K)	All Managers (Combined)	$70.3M	35.8% ($70.3M/$196.5M)	QoQ -3.88% (-$2.8M) YoY +7.86% (+$5.1M)
(DFACcusip25434V708)	630.8K	QoQ +14.31% (+79.0K) YoY +41.34% (+184.5K)	All Managers (Combined)	$20.8M	10.6% ($20.8M/$196.5M)	QoQ +9.02% (+$1.7M) YoY +45.94% (+$6.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	15	QoQ 0.00% (+0) YoY -11.76% (-2)	All Managers (Combined)	$12.0M	6.1% ($12.0M/$196.5M)	QoQ +17.25% (+$1.8M) YoY +15.20% (-$1.6M)
(IJRcusip464287804)	95.9K	QoQ +2.32% (-2.2K) YoY +12.81% (+10.9K)	All Managers (Combined)	$10.0M	5.1% ($10.0M/$196.5M)	QoQ -7.13% (-$770.0K) YoY +6.74% (+$633.5K)
(VTIcusip922908769)	36.4K	QoQ -0.28% (-104) YoY -1.06% (-392)	All Managers (Combined)	$10.0M	5.1% ($10.0M/$196.5M)	QoQ -5.43% (-$574.9K) YoY +4.62% (-$441.7K)
(cusip25434V815)✕	274.2K	QoQ +1.77% (-4.8K) YoY +20.21% (+46.1K)	All Managers (Combined)	$7.7M	3.9% ($7.7M/$196.5M)	QoQ -6.92% (-$574.3K) YoY +12.42% (+$853.0K)
(cusip25434V203)✕	233.6K	QoQ +19.56% (+38.2K) YoY +87.12% (+108.8K)	All Managers (Combined)	$7.3M	3.7% ($7.3M/$196.5M)	QoQ +27.87% (+$1.6M) YoY +93.37% (+$3.5M)
(IJHcusip464287507)	124.2K	QoQ -0.70% (-885) YoY -1.77% (-2.2K)	All Managers (Combined)	$7.2M	3.7% ($7.2M/$196.5M)	QoQ -7.01% (-$546.9K) YoY -5.63% (-$432.9K)
Apple Inc.(AAPLcusip037833100)	18.8K	QoQ -1.60% (-306) YoY -0.17% (-33)	All Managers (Combined)	$4.2M	2.1% ($4.2M/$196.5M)	QoQ -12.71% (-$608.2K) YoY +29.30% (-$946.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.9K	QoQ +12.20% (+751) YoY +12.28% (+755)	All Managers (Combined)	$3.9M	2.0% ($3.9M/$196.5M)	QoQ +7.10% (+$256.1K) YoY +20.08% (+$645.8K)
(cusip464287432)✕	35.1K	QoQ +14.95% (+4.6K) YoY +46.79% (+11.2K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$196.5M)	QoQ +19.82% (+$529.3K) YoY +41.22% (+$934.0K)
(BNDcusip921937835)	41.8K	QoQ -9.59% (-4.4K) YoY -28.41% (-16.6K)	All Managers (Combined)	$3.1M	1.6% ($3.1M/$196.5M)	QoQ -7.65% (-$254.6K) YoY -27.60% (-$1.2M)
ClearPoint Neuro, Inc.(CLPTcusip18507C103)	245.3K	QoQ +0.37% (-925) YoY +0.39% (+960)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$196.5M)	QoQ -22.39% (-$842.0K) YoY +75.53% (+$1.3M)
(cusip464287226)✕	26.9K	QoQ +0.70% (+189) YoY -7.56% (-2.2K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$196.5M)	QoQ +2.80% (+$72.6K) YoY -6.63% (-$189.1K)
(cusip25434V500)✕	43.8K	QoQ +104.61% (+22.4K) YoY +175.56% (+27.9K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$196.5M)	QoQ +87.86% (+$1.2M) YoY +164.11% (+$1.6M)
(cusip25434V799)✕	84.6K	QoQ +0.91% (+763) YoY +1.28% (+1.1K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$196.5M)	QoQ +8.42% (+$182.5K) YoY +5.15% (+$115.0K)
(PRFcusip46137V613)	48.9K	QoQ -1.03% (-511) YoY -0.98% (-486)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$196.5M)	QoQ -0.86% (-$17.2K) YoY +4.00% (-$76.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ 0.00% (+0) YoY +162.84% (+2.3K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$196.5M)	QoQ +17.49% (+$291.2K) YoY +125.31% (+$1.1M)
(cusip78464A805)✕	26.3K	QoQ -0.86% (-230) YoY +3.87% (+983)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$196.5M)	QoQ -5.61% (-$106.5K) YoY +10.12% (+$164.7K)
(BIVcusip921937819)	23.0K	QoQ -11.98% (-3.1K) YoY -13.60% (-3.6K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$196.5M)	QoQ -9.82% (-$191.5K) YoY -12.26% (-$245.8K)