Cahill Wealth Management, LLC
CIK: 0001927960SEC EDGAR →
Portfolio Value
$196.5M
Holdings
49
As of
Q1 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 125,192 | $70.3M | 35.80% |
| 2 | DIMENSIONAL ETF TRUST | 630,822 | $20.8M | 10.59% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 15 | $12.0M | 6.10% |
| 4 | ISHARES TR | 95,897 | $10.0M | 5.10% |
| 5 | VANGUARD INDEX FDS | 36,384 | $10.0M | 5.09% |
| 6 | DIMENSIONAL ETF TRUST | 274,231 | $7.7M | 3.93% |
| 7 | DIMENSIONAL ETF TRUST | 233,646 | $7.3M | 3.71% |
| 8 | ISHARES TR | 124,166 | $7.2M | 3.69% |
| 9 | APPLE INC | 18,790 | $4.2M | 2.12% |
| 10 | SPDR S&P 500 ETF TR | 6,903 | $3.9M | 1.97% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $170.2M | 86.6% |
| Unknown | 4 | $14.7M | 7.5% |
| Healthcare | 6 | $6.0M | 3.1% |
| Technology | 1 | $4.2M | 2.1% |
| Consumer Cyclical | 1 | $647K | 0.3% |
| Consumer Defensive | 2 | $556K | 0.3% |
| Communication Services | 1 | $225K | 0.1% |