Cahill Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Cahill Wealth Management, LLC reported 49 stock positions worth $196.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 35.8% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 10.6%) and Berkshire Hathaway Class A (BRK.A, 6.1%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 22 and reduced 16. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +14%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q1 2025
- Location
- Portage, MI
- CIK
- 0001927960
- Portfolio Value
- $196.5M (Q1 2025)
- SEC Filing
- 0001172661-25-001684 ↗ filed May 12, 2025
Holdings Value
Holdings 49 stocks · $196.5M
| IVV iShares Core S&P 500 ETF | 35.80% | 125,192 | $70.3M | Add +0.7% |
| DFAC Dimensional US Core Equity 2 | 10.59% | 630,822 | $20.8M | Add +14.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 6.10% | 15 | $12.0M | No change |
| IJR iShares Core S&P Small-Cap E | 5.10% | 95,897 | $10.0M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 5.09% | 36,384 | $10.0M | Reduce -0.3% |
| DFSV Dimensional US Small Cap Val | 3.93% | 274,231 | $7.7M | Add +1.8% |
| DFAI Dimensional International Co. | 3.71% | 233,646 | $7.3M | Add +19.6% |
| IJH iShares Core S&P Midcap ETF | 3.69% | 124,166 | $7.2M | Reduce -0.7% |
| AAPL Apple Inc. | 2.12% | 18,790 | $4.2M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.97% | 6,903 | $3.9M | Add +12.2% |
| TLT iShares 20+ Year Treasury BD | 1.63% | 35,148 | $3.2M | Add +14.9% |
| BND Vanguard Total Bond Market | 1.56% | 41,813 | $3.1M | Reduce -9.6% |
| CLPT Clearpoint Neuro Inc. | 1.48% | 245,347 | $2.9M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 1.35% | 26,877 | $2.7M | Add +0.7% |
| DFAS Dimensional US Small Cap ETF | 1.33% | 43,817 | $2.6M | Add +104.6% |
| DFIC Dimensional International Co. | 1.20% | 84,577 | $2.3M | Add +0.9% |
| PRF Invesco Rafi US 1000 ETF | 1.01% | 48,884 | $2.0M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 3,672 | $2.0M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.91% | 26,335 | $1.8M | Reduce -0.9% |
| BIV Vanguard Intermediate-Term B | 0.89% | 22,961 | $1.8M | Reduce -12.0% |
| DFAE Dimensional Emerging Core Eq | 0.83% | 62,651 | $1.6M | Add +6.5% |
| DFEM Dimensional Emrg MRKT Core | 0.82% | 60,570 | $1.6M | Reduce -1.1% |
| SCHB Schwab US Broad Market ETF | 0.61% | 55,453 | $1.2M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.57% | 2,061 | $1.1M | No change |
| SYK Stryker Corp. | 0.57% | 3,010 | $1.1M | Reduce -26.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 3,932 | $872K | Reduce -2.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.42% | 12,979 | $825K | Reduce -0.3% |
| DFAU Dimensional US Core Equity M | 0.38% | 19,581 | $753K | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,326 | $681K | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 13,175 | $670K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.33% | 3,399 | $647K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.33% | 2,620 | $641K | Add +0.1% |
| AQST Aquestive Therapeutics Inc. | 0.32% | 218,381 | $633K | Add +52.7% |
| TMDX Transmedics Group Inc. | 0.31% | 8,987 | $605K | Add +51.8% |
| DFIS Dimensional International SM | 0.30% | 22,570 | $583K | Reduce -0.7% |
| VKTX Viking Therapeutics Inc. | 0.26% | 21,286 | $514K | Add +39.2% |
| VRNA Verona Pharma Ltd. | 0.26% | 8,060 | $512K | Add +4.1% |
| DUSB Dimension Ultrashort Fi ETF | 0.26% | 9,933 | $504K | New |
| IWF iShares Russell 1000 Growth | 0.26% | 1,390 | $502K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 7,542 | $457K | Reduce -2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 5,658 | $447K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 2,072 | $386K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.17% | 2,800 | $329K | No change |
| COST Costco Wholesale Corp. | 0.16% | 337 | $319K | Add +6.3% |
| VCLT Vanguard Long-Term Corp. Bond | 0.12% | 3,200 | $243K | No change |
| ZTS Zoetis Inc. | 0.12% | 1,455 | $240K | Add +0.1% |
| WMT Walmart Inc. | 0.12% | 2,705 | $237K | Reduce -14.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 3,061 | $232K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,452 | $225K | Reduce -12.1% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.6% | 2.12% | −0.31 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 5.09% | −0.30 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 3.69% | −0.29 |
| SYK Stryker Corp. | Reduce -26.5% | 0.57% | −0.18 |
| BND Vanguard Total Bond Market | Reduce -9.6% | 1.56% | −0.13 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.10 |
| BIV Vanguard Intermediate-Term B | Reduce -12.0% | 0.89% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.9% | 0.91% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.3% | 0.44% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -12.1% | 0.11% | −0.05 |
| WMT Walmart Inc. | Reduce -14.9% | 0.12% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -0.2% | 0.38% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.0% | 1.01% | −0.01 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.1% | 0.82% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.6% | 0.23% | +0.01 |
| DFIS Dimensional International SM | Reduce -0.7% | 0.30% | +0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.3% | 0.42% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAC Dimensional US Core Equity 2 | Add +14.3% | 10.59% | +0.86 |
| DFAI Dimensional International Co. | Add +19.6% | 3.71% | +0.80 |
| DFAS Dimensional US Small Cap ETF | Add +104.6% | 1.33% | +0.62 |
| TLT iShares 20+ Year Treasury BD | Add +14.9% | 1.63% | +0.27 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.26% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.2% | 1.97% | +0.13 |
| TMDX Transmedics Group Inc. | Add +51.8% | 0.31% | +0.12 |
| DFIC Dimensional International Co. | Add +0.9% | 1.20% | +0.09 |
| VRNA Verona Pharma Ltd. | Add +4.1% | 0.26% | +0.08 |
| DFAE Dimensional Emerging Core Eq | Add +6.5% | 0.83% | +0.06 |
| AQST Aquestive Therapeutics Inc. | Add +52.7% | 0.32% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 1.35% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 0.34% | +0.02 |
| COST Costco Wholesale Corp. | Add +6.3% | 0.16% | +0.01 |
| ZTS Zoetis Inc. | Add +0.1% | 0.12% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.1% | 0.33% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.35% | −0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.61% | −0.03 |
| VKTX Viking Therapeutics Inc. | Add +39.2% | 0.26% | −0.05 |
| DFSV Dimensional US Small Cap Val | Add +1.8% | 3.93% | −0.30 |
| IJR iShares Core S&P Small-Cap E | Add +2.3% | 5.10% | −0.40 |
| CLPT Clearpoint Neuro Inc. | Add +0.4% | 1.48% | −0.43 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 35.80% | −1.52 |