Cahill Wealth Management, LLC
CIK 1927960 · Holdings on Mar 31, 2025 · First reported May 12, 2025
Top ten holdings
Q1 2025- IVV35.80%
- DFAC10.59%
- BRK.A6.10%
- IJR5.10%
- VTI5.09%
- DFSV3.93%
- DFAI3.71%
- IJH3.69%
- AAPL2.12%
- SPY1.97%
Share classes counted separately78.10%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -1.53 pp37.33% → 35.80%Shares +865 (+0.70%)
- BRK.AWeight increased · +0.89 pp5.21% → 6.10%Shares 0 (0.00%)
- DFACWeight increased · +0.85 pp9.74% → 10.59%Shares +78.98K (+14.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $70.35M | 35.80% | 125.19K shares | 37.33% → 35.80%-1.53 pp +865 (+0.70%) | Added | ▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $20.81M | 10.59% | 630.82K shares | 9.74% → 10.59%+0.85 pp +78.98K (+14.31%) | Added | ▾ |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $11.98M | 6.10% | 15 shares | 5.21% → 6.10%+0.89 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $10.03M | 5.10% | 95.90K shares | 5.51% → 5.10%-0.41 pp +2.18K (+2.33%) | Added | ▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $10.00M | 5.09% | 36.38K shares | 5.39% → 5.09%-0.30 pp -104 (-0.29%) | Reduced | ▾ |
| 06 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $7.72M | 3.93% | 274.23K shares | 4.23% → 3.93%-0.30 pp +4.78K (+1.77%) | Added | ▾ |
| 07 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $7.30M | 3.71% | 233.65K shares | 2.91% → 3.71%+0.80 pp +38.23K (+19.56%) | Added | ▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $7.25M | 3.69% | 124.17K shares | 3.97% → 3.69%-0.28 pp -885 (-0.71%) | Reduced | ▾ |
| 09 | AAPLAPPLE INC View history and evidence | $4.17M | 2.12% | 18.79K shares | 2.44% → 2.12%-0.32 pp -306 (-1.60%) | Reduced | ▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.86M | 1.97% | 6.90K shares | 1.84% → 1.97%+0.13 pp +751 (+12.21%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ESGV VANGUARD ESG US STOCK ETF | Non-derivative | -1,921 | -$201.51K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1927960 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 196474806
}Research all 49 reported holdings.
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