CAHILL FINANCIAL ADVISORS INC

Filed: 8/7/2025ACC: 0001600327-25-000007

📋 What this filing means

CAHILL FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $805.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

273

Positions

$805.67M

Total AUM (reported)

12.22M

Total Shares

Allocation by class

ETF$701.11M87.0%

STOCK$99.83M12.4%

CEF$2.60M0.3%

ADR$1.37M0.2%

REIT$760.4K0.1%

Portfolio Concentration

Top 3$150.12M18.6%

4–10$181.92M22.6%

11–25$187.80M23.3%

Rest$285.83M35.5%

Top 3 weight

18.6%

Top 10 weight

41.2%

Voting Authority Distribution

Total shares with voting rights: 12.22M

Sole

Full voting authority

10.60M

% of voting shares86.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.62M

% of voting shares13.2%

Investment Discretion (by position count)

Sole251

Shared0

Other22

Dominant voting typeSole · 86.8% of voting shares

Institutional Holdings273

Rows:

VANGUARD GROWTH INDEX FUND

OTR

ETF

Shares154.32K

TypeSH

Market value$67.65M

8.40%

Sole

144.66K

Shared

0.00

None

9.66K

VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

SOLE

ETF

Shares448.80K

TypeSH

Market value$42.09M

5.22%

Sole

424.89K

Shared

0.00

None

23.91K

VANGUARD VALUE ETF

OTR

ETF

Shares228.42K

TypeSH

Market value$40.37M

5.01%

Sole

194.74K

Shared

0.00

None

33.68K

VANGUARD FTSE DEVELOPED MARKETS ETF

OTR

ETF

Shares567.60K

TypeSH

Market value$32.36M

4.02%

Sole

445.93K

Shared

0.00

None

121.66K

VANGUARD TOTAL BOND MARKET INDEX FUND

OTR

ETF

Shares411.62K

TypeSH

Market value$30.31M

3.76%

Sole

378.81K

Shared

0.00

None

32.82K

ISHARES S&P 500 GROWTH ETF

OTR

ETF

Shares259.38K

TypeSH

Market value$28.56M

3.54%

Sole

231.76K

Shared

0.00

None

27.63K

DIMENSIONAL U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares725.92K

TypeSH

Market value$26.02M

3.23%

Sole

657.33K

Shared

0.00

None

68.59K

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares778.78K

TypeSH

Market value$22.87M

2.84%

Sole

706.70K

Shared

0.00

None

72.08K

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

SOLE

ETF

Shares254.09K

TypeSH

Market value$21.28M

2.64%

Sole

236.65K

Shared

0.00

None

17.44K

ISHARES S&P 500 VALUE ETF

SOLE

ETF

Shares105.04K

TypeSH

Market value$20.53M

2.55%

Sole

91.91K

Shared

0.00

None

13.13K

ISHARES MSCI USA QUALITY FACTOR ETF

SOLE

ETF

Shares109.16K

TypeSH

Market value$19.96M

2.48%

Sole

103.11K

Shared

0.00

None

6.05K

VANGUARD DIVIDEND APPRECIATION INDEX FUND

SOLE

ETF

Shares88.76K

TypeSH

Market value$18.17M

2.25%

Sole

79.34K

Shared

0.00

None

9.42K

BERKSHIRE HATHAWAY INC CLASS B

SOLE

Stock

Shares36.18K

TypeSH

Market value$17.57M

2.18%

Sole

33.90K

Shared

0.00

None

2.27K

APPLE INC

OTR

Stock

Shares81.09K

TypeSH

Market value$16.64M

2.07%

Sole

66.58K

Shared

0.00

None

14.51K

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

SOLE

ETF

Shares658.47K

TypeSH

Market value$16.16M

2.01%

Sole

640.45K

Shared

0.00

None

18.01K

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

SOLE

ETF

Shares577.59K

TypeSH

Market value$15.67M

1.94%

Sole

542.40K

Shared

0.00

None

35.18K

VANGUARD SHORT-TERM BOND ETF

SOLE

ETF

Shares153.71K

TypeSH

Market value$12.10M

1.50%

Sole

144.33K

Shared

0.00

None

9.38K

ISHARES U.S. TECHNOLOGY ETF

SOLE

ETF

Shares69.21K

TypeSH

Market value$11.99M

1.49%

Sole

64.60K

Shared

0.00

None

4.61K

ISHARES CORE S&P MID-CAP ETF

SOLE

ETF

Shares173.88K

TypeSH

Market value$10.78M

1.34%

Sole

159.68K

Shared

0.00

None

14.19K

SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

SOLE

ETF

Shares264.30K

TypeSH

Market value$10.58M

1.31%

Sole

228.12K

Shared

0.00

None

36.18K

SCHWAB U.S. LARGE-CAP ETF

OTR

ETF

Shares348.87K

TypeSH

Market value$8.53M

1.06%

Sole

173.96K

Shared

0.00

None

174.91K

SCHWAB U.S. LARGE-CAP GROWTH ETF

OTR

ETF

Shares284.96K

TypeSH

Market value$8.32M

1.03%

Sole

234.66K

Shared

0.00

None

50.30K

VANGUARD MID-CAP ETF

SOLE

ETF

Shares27.11K

TypeSH

Market value$7.59M

0.94%

Sole

27.02K

Shared

0.00

None

93.00

SCHWAB US DIVIDEND EQUITY ETF

SOLE

ETF

Shares285.38K

TypeSH

Market value$7.56M

0.94%

Sole

257.18K

Shared

0.00

None

28.21K

AVANTIS U.S. SMALL CAP VALUE ETF

SOLE

ETF

Shares67.91K

TypeSH

Market value$6.19M

0.77%

Sole

62.51K

Shared

0.00

None

5.40K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD GROWTH INDEX FUNDOTR	ETF	154.32K	SH	$67.65M 8.40%	144.66K	9.66K
VANECK VECTORS MORNINGSTAR WIDE MOAT ETFSOLE	ETF	448.80K	SH	$42.09M 5.22%	424.89K	23.91K
VANGUARD VALUE ETFOTR	ETF	228.42K	SH	$40.37M 5.01%	194.74K	33.68K
VANGUARD FTSE DEVELOPED MARKETS ETFOTR	ETF	567.60K	SH	$32.36M 4.02%	445.93K	121.66K
VANGUARD TOTAL BOND MARKET INDEX FUNDOTR	ETF	411.62K	SH	$30.31M 3.76%	378.81K	32.82K
ISHARES S&P 500 GROWTH ETFOTR	ETF	259.38K	SH	$28.56M 3.54%	231.76K	27.63K
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE	ETF	725.92K	SH	$26.02M 3.23%	657.33K	68.59K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE	ETF	778.78K	SH	$22.87M 2.84%	706.70K	72.08K
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDSOLE	ETF	254.09K	SH	$21.28M 2.64%	236.65K	17.44K
ISHARES S&P 500 VALUE ETFSOLE	ETF	105.04K	SH	$20.53M 2.55%	91.91K	13.13K
ISHARES MSCI USA QUALITY FACTOR ETFSOLE	ETF	109.16K	SH	$19.96M 2.48%	103.11K	6.05K
VANGUARD DIVIDEND APPRECIATION INDEX FUNDSOLE	ETF	88.76K	SH	$18.17M 2.25%	79.34K	9.42K
BERKSHIRE HATHAWAY INC CLASS BSOLE	Stock	36.18K	SH	$17.57M 2.18%	33.90K	2.27K
APPLE INCOTR	Stock	81.09K	SH	$16.64M 2.07%	66.58K	14.51K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFSOLE	ETF	658.47K	SH	$16.16M 2.01%	640.45K	18.01K
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE	ETF	577.59K	SH	$15.67M 1.94%	542.40K	35.18K
VANGUARD SHORT-TERM BOND ETFSOLE	ETF	153.71K	SH	$12.10M 1.50%	144.33K	9.38K
ISHARES U.S. TECHNOLOGY ETFSOLE	ETF	69.21K	SH	$11.99M 1.49%	64.60K	4.61K
ISHARES CORE S&P MID-CAP ETFSOLE	ETF	173.88K	SH	$10.78M 1.34%	159.68K	14.19K
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFSOLE	ETF	264.30K	SH	$10.58M 1.31%	228.12K	36.18K
SCHWAB U.S. LARGE-CAP ETFOTR	ETF	348.87K	SH	$8.53M 1.06%	173.96K	174.91K
SCHWAB U.S. LARGE-CAP GROWTH ETFOTR	ETF	284.96K	SH	$8.32M 1.03%	234.66K	50.30K
VANGUARD MID-CAP ETFSOLE	ETF	27.11K	SH	$7.59M 0.94%	27.02K	93.00
SCHWAB US DIVIDEND EQUITY ETFSOLE	ETF	285.38K	SH	$7.56M 0.94%	257.18K	28.21K
AVANTIS U.S. SMALL CAP VALUE ETFSOLE	ETF	67.91K	SH	$6.19M 0.77%	62.51K	5.40K

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