Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Growth Index FundETF | ETF | $86.8M | 8.3% |
| Vanguard Value ETFETF | ETF | $61.8M | 5.9% |
| Dimensional U.S. Core Equity 2 ETFETF | ETF | $50.9M | 4.9% |
| Vaneck Vectors Morningstar Wide Moat ETFETF | ETF | $49.5M | 4.8% |
| Vanguard FTSE Developed Markets ETFETF | ETF | $45.2M | 4.3% |
| Dimensional World EX U.S. Core Equity 2 ETFETF | ETF | $39.3M | 3.8% |
| Vanguard Total Bond Market Index FundETF | ETF | $35.8M | 3.4% |
| iShares S&P 500 Growth ETFETF | ETF | $32.3M | 3.1% |
| iShares MSCI USA Quality Factor ETFETF | ETF | $25.7M | 2.5% |
| iShares S&P 500 Value ETFETF | ETF | $23.5M | 2.3% |
| Apple Inc.Stock | Stock | $23.5M | 2.3% |
| Capital Group International Focus Equity ETFETF | ETF | $20.3M | 2.0% |
| Schwab Fundamental U.S. Large Company Index ETFETF | ETF | $19.3M | 1.8% |
| Vanguard Dividend Appreciation Index FundETF | ETF | $18.5M | 1.8% |
| Vanguard Mid-cap ETFETF | ETF | $18.3M | 1.8% |
| iShares A.i. Innovation And Tech Active ETFETF | ETF | $18M | 1.7% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $17.2M | 1.7% |
| Schwab Fundamental International Large Company Index ETFETF | ETF | $15.7M | 1.5% |
| Avantis Emerging Markets Equity ETFETF | ETF | $15.2M | 1.5% |
| Schwab US Dividend Equity ETFETF | ETF | $12M | 1.2% |
| Pimco Enhanced Short Maturity Active Exchange-traded FundETF | ETF | $11.5M | 1.1% |
| Avantis U.S. Small Cap Value ETFETF | ETF | $11.1M | 1.1% |
| Schwab U.S. Large-cap Growth ETFETF | ETF | $9.97M | 1.0% |
| Vanguard Short-term Bond ETFETF | ETF | $9.96M | 1.0% |
| Schwab U.S. Large-cap ETFETF | ETF | $7.79M | 0.7% |
| JPMORGAN Municipal ETFETF | ETF | $6.87M | 0.7% |
| Invesco Buyback Achievers ETFETF | ETF | $6.69M | 0.6% |
| Schwab U.S. Large-cap Value ETFETF | ETF | $6.41M | 0.6% |
| Matthews Emerging Markets Discovery Active ETFETF | ETF | $6.09M | 0.6% |
| JPMORGAN Equity Premium Income ETFETF | ETF | $5.89M | 0.6% |
| Goldman Sachs Access Treasury 0-1 Year ETFETF | ETF | $5.66M | 0.5% |
| Matthews Pacific Tiger Active ETFETF | ETF | $5.58M | 0.5% |
| Wisdomtree U.S. Quality Dividend Growth FundETF | ETF | $5.49M | 0.5% |
| Schwab International Equity ETFETF | ETF | $5.46M | 0.5% |
| Wisdomtree International High Dividend FundETF | ETF | $5.38M | 0.5% |
| Wisdomtree U.S. Midcap Dividend FundETF | ETF | $5.03M | 0.5% |
| iShares MSCI Eafe Value ETFETF | ETF | $4.91M | 0.5% |
| Vanguard FTSE Emerging Markets ETFETF | ETF | $4.86M | 0.5% |
| Vanguard Small-cap Value ETFETF | ETF | $4.84M | 0.5% |
| Running Oak Efficient Growth ETFETF | ETF | $4.49M | 0.4% |
| iShares Core S&P 500 ETFETF | ETF | $4.45M | 0.4% |
| iShares Core High Dividend ETFETF | ETF | $4.41M | 0.4% |
| Schwab International Dividend Equity ETFETF | ETF | $4.4M | 0.4% |
| Microsoft CorporationStock | Stock | $4.31M | 0.4% |
| iShares Core S&P Mid-cap ETFETF | ETF | $4.22M | 0.4% |
| iShares U.S. Technology ETFETF | ETF | $4.13M | 0.4% |
| SPDR S&P 500 ETFETF | ETF | $4.09M | 0.4% |
| Schwab U.S. Small-cap ETFETF | ETF | $4.09M | 0.4% |
| Schwab US Aggregate Bond ETFETF | ETF | $3.89M | 0.4% |
| Invesco International Dividend Achievers ETFETF | ETF | $3.88M | 0.4% |
Vanguard Growth Index FundETF$86.8M
- Class
- ETF
- Share
- 8.3%
Vanguard Value ETFETF$61.8M
- Class
- ETF
- Share
- 5.9%
Dimensional U.S. Core Equity 2 ETFETF$50.9M
- Class
- ETF
- Share
- 4.9%
Vaneck Vectors Morningstar Wide Moat ETFETF$49.5M
- Class
- ETF
- Share
- 4.8%
Vanguard FTSE Developed Markets ETFETF$45.2M
- Class
- ETF
- Share
- 4.3%
Dimensional World EX U.S. Core Equity 2 ETFETF$39.3M
- Class
- ETF
- Share
- 3.8%
Vanguard Total Bond Market Index FundETF$35.8M
- Class
- ETF
- Share
- 3.4%
iShares S&P 500 Growth ETFETF$32.3M
- Class
- ETF
- Share
- 3.1%
iShares MSCI USA Quality Factor ETFETF$25.7M
- Class
- ETF
- Share
- 2.5%
iShares S&P 500 Value ETFETF$23.5M
- Class
- ETF
- Share
- 2.3%
Apple Inc.Stock$23.5M
- Class
- Stock
- Share
- 2.3%
Capital Group International Focus Equity ETFETF$20.3M
- Class
- ETF
- Share
- 2.0%
Schwab Fundamental U.S. Large Company Index ETFETF$19.3M
- Class
- ETF
- Share
- 1.8%
Vanguard Dividend Appreciation Index FundETF$18.5M
- Class
- ETF
- Share
- 1.8%
Vanguard Mid-cap ETFETF$18.3M
- Class
- ETF
- Share
- 1.8%
iShares A.i. Innovation And Tech Active ETFETF$18M
- Class
- ETF
- Share
- 1.7%
Berkshire Hathaway Inc. Del CL B NewStock$17.2M
- Class
- Stock
- Share
- 1.7%
Schwab Fundamental International Large Company Index ETFETF$15.7M
- Class
- ETF
- Share
- 1.5%
Avantis Emerging Markets Equity ETFETF$15.2M
- Class
- ETF
- Share
- 1.5%
Schwab US Dividend Equity ETFETF$12M
- Class
- ETF
- Share
- 1.2%
Pimco Enhanced Short Maturity Active Exchange-traded FundETF$11.5M
- Class
- ETF
- Share
- 1.1%
Avantis U.S. Small Cap Value ETFETF$11.1M
- Class
- ETF
- Share
- 1.1%
Schwab U.S. Large-cap Growth ETFETF$9.97M
- Class
- ETF
- Share
- 1.0%
Vanguard Short-term Bond ETFETF$9.96M
- Class
- ETF
- Share
- 1.0%
Schwab U.S. Large-cap ETFETF$7.79M
- Class
- ETF
- Share
- 0.7%
JPMORGAN Municipal ETFETF$6.87M
- Class
- ETF
- Share
- 0.7%
Invesco Buyback Achievers ETFETF$6.69M
- Class
- ETF
- Share
- 0.6%
Schwab U.S. Large-cap Value ETFETF$6.41M
- Class
- ETF
- Share
- 0.6%
Matthews Emerging Markets Discovery Active ETFETF$6.09M
- Class
- ETF
- Share
- 0.6%
JPMORGAN Equity Premium Income ETFETF$5.89M
- Class
- ETF
- Share
- 0.6%
Goldman Sachs Access Treasury 0-1 Year ETFETF$5.66M
- Class
- ETF
- Share
- 0.5%
Matthews Pacific Tiger Active ETFETF$5.58M
- Class
- ETF
- Share
- 0.5%
Wisdomtree U.S. Quality Dividend Growth FundETF$5.49M
- Class
- ETF
- Share
- 0.5%
Schwab International Equity ETFETF$5.46M
- Class
- ETF
- Share
- 0.5%
Wisdomtree International High Dividend FundETF$5.38M
- Class
- ETF
- Share
- 0.5%
Wisdomtree U.S. Midcap Dividend FundETF$5.03M
- Class
- ETF
- Share
- 0.5%
iShares MSCI Eafe Value ETFETF$4.91M
- Class
- ETF
- Share
- 0.5%
Vanguard FTSE Emerging Markets ETFETF$4.86M
- Class
- ETF
- Share
- 0.5%
Vanguard Small-cap Value ETFETF$4.84M
- Class
- ETF
- Share
- 0.5%
Running Oak Efficient Growth ETFETF$4.49M
- Class
- ETF
- Share
- 0.4%
iShares Core S&P 500 ETFETF$4.45M
- Class
- ETF
- Share
- 0.4%
iShares Core High Dividend ETFETF$4.41M
- Class
- ETF
- Share
- 0.4%
Schwab International Dividend Equity ETFETF$4.4M
- Class
- ETF
- Share
- 0.4%
Microsoft CorporationStock$4.31M
- Class
- Stock
- Share
- 0.4%
iShares Core S&P Mid-cap ETFETF$4.22M
- Class
- ETF
- Share
- 0.4%
iShares U.S. Technology ETFETF$4.13M
- Class
- ETF
- Share
- 0.4%
SPDR S&P 500 ETFETF$4.09M
- Class
- ETF
- Share
- 0.4%
Schwab U.S. Small-cap ETFETF$4.09M
- Class
- ETF
- Share
- 0.4%
Schwab US Aggregate Bond ETFETF$3.89M
- Class
- ETF
- Share
- 0.4%
Invesco International Dividend Achievers ETFETF$3.88M
- Class
- ETF
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 296 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1600327
- File number
- 028-16077
- Options
- 0 call, 0 put
- In the 25 largest
- 65.2%
- Prior quarter
- $924M at 31 March 2026
- Positions opened
- 23
- Positions closed
- 13
Common questions
What are Cahill Financial Advisors’ 13F holdings worth?
$1.04 billion across 296 positions for the quarter ended 30 June 2026.
What is Cahill Financial Advisors’ largest 13F holding?
VANGUARD GROWTH INDEX FUND (ETF) was the largest position at $86.8 million, or 8.3% of reported 13F value, as of 30 June 2026.
How concentrated is Cahill Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 43.3% of reported value and the twenty-five largest for 65.2%, across 296 positions as of 30 June 2026.
Does Form 13F show everything Cahill Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cahill Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.