Filed: 11/3/2025ACC: 0001600327-25-000014
📋 What this filing means
CAHILL FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 288 equity positions with a total reported market value of $878.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
288
Positions
$878.34M
Total AUM (reported)
12.61M
Total Shares
Allocation by class
ETF$763.77M87.0%
STOCK$109.73M12.5%
CEF$2.52M0.3%
ADR$1.59M0.2%
REIT$736.4K0.1%
Portfolio Concentration
Top 3$162.29M18.5%
4–10$198.74M22.6%
11–25$203.53M23.2%
Rest$313.79M35.7%
Top 3 weight
18.5%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 12.61M
Sole
Full voting authority
10.99M
shares
% of voting shares87.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.62M
shares
% of voting shares12.8%
Investment Discretion (by position count)
Sole266
Shared0
Other22
Dominant voting typeSole · 87.2% of voting shares
Institutional Holdings288
Rows:
VANGUARD GROWTH INDEX FUND
OTRShares156.01K
TypeSH
Market value$74.83M
8.52%
Sole
146.65K
Shared
0.00
None
9.36K
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
SOLEShares445.55K
TypeSH
Market value$44.16M
5.03%
Sole
421.07K
Shared
0.00
None
24.48K
VANGUARD VALUE ETF
OTRShares232.23K
TypeSH
Market value$43.31M
4.93%
Sole
198.71K
Shared
0.00
None
33.52K
VANGUARD FTSE DEVELOPED MARKETS ETF
OTRShares582.95K
TypeSH
Market value$34.93M
3.98%
Sole
461.49K
Shared
0.00
None
121.46K
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares811.23K
TypeSH
Market value$31.29M
3.56%
Sole
742.57K
Shared
0.00
None
68.67K
VANGUARD TOTAL BOND MARKET INDEX FUND
OTRShares415.42K
TypeSH
Market value$30.89M
3.52%
Sole
381.95K
Shared
0.00
None
33.47K
ISHARES S&P 500 GROWTH ETF
OTRShares251.22K
TypeSH
Market value$30.33M
3.45%
Sole
226.79K
Shared
0.00
None
24.43K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares849.31K
TypeSH
Market value$26.65M
3.03%
Sole
777.03K
Shared
0.00
None
72.28K
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
SOLEShares258.43K
TypeSH
Market value$22.99M
2.62%
Sole
240.86K
Shared
0.00
None
17.57K
ISHARES S&P 500 VALUE ETF
SOLEShares104.86K
TypeSH
Market value$21.65M
2.47%
Sole
91.73K
Shared
0.00
None
13.13K
APPLE INC
OTRShares83.53K
TypeSH
Market value$21.27M
2.42%
Sole
67.61K
Shared
0.00
None
15.92K
ISHARES MSCI USA QUALITY FACTOR ETF
SOLEShares109.17K
TypeSH
Market value$21.23M
2.42%
Sole
103K
Shared
0.00
None
6.17K
VANGUARD DIVIDEND APPRECIATION INDEX FUND
SOLEShares86.82K
TypeSH
Market value$18.74M
2.13%
Sole
77.64K
Shared
0.00
None
9.18K
BERKSHIRE HATHAWAY INC CLASS B
SOLEShares36.42K
TypeSH
Market value$18.31M
2.08%
Sole
34.14K
Shared
0.00
None
2.27K
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SOLEShares598.89K
TypeSH
Market value$17.74M
2.02%
Sole
563.96K
Shared
0.00
None
34.93K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
SOLEShares644.41K
TypeSH
Market value$16.95M
1.93%
Sole
626.36K
Shared
0.00
None
18.05K
ISHARES U.S. TECHNOLOGY ETF
SOLEShares69.55K
TypeSH
Market value$13.62M
1.55%
Sole
65.03K
Shared
0.00
None
4.52K
ISHARES CORE S&P MID-CAP ETF
SOLEShares175.79K
TypeSH
Market value$11.47M
1.31%
Sole
161.43K
Shared
0.00
None
14.36K
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
SOLEShares265.42K
TypeSH
Market value$11.40M
1.30%
Sole
228.35K
Shared
0.00
None
37.06K
VANGUARD SHORT-TERM BOND ETF
SOLEShares142.74K
TypeSH
Market value$11.26M
1.28%
Sole
136.36K
Shared
0.00
None
6.38K
SCHWAB U.S. LARGE-CAP GROWTH ETF
OTRShares306.76K
TypeSH
Market value$9.79M
1.11%
Sole
256.01K
Shared
0.00
None
50.75K
SCHWAB U.S. LARGE-CAP ETF
OTRShares319.24K
TypeSH
Market value$8.41M
0.96%
Sole
168.35K
Shared
0.00
None
150.89K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares304.95K
TypeSH
Market value$8.33M
0.95%
Sole
273.77K
Shared
0.00
None
31.18K
VANGUARD MID-CAP ETF
SOLEShares26.38K
TypeSH
Market value$7.75M
0.88%
Sole
26.28K
Shared
0.00
None
93.00
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares72.96K
TypeSH
Market value$7.26M
0.83%
Sole
67.55K
Shared
0.00
None
5.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH INDEX FUNDOTR | ETF | 156.01K | SH | $74.83M 8.52% | 146.65K | 0.00 | 9.36K |
VANECK VECTORS MORNINGSTAR WIDE MOAT ETFSOLE | ETF | 445.55K | SH | $44.16M 5.03% | 421.07K | 0.00 | 24.48K |
VANGUARD VALUE ETFOTR | ETF | 232.23K | SH | $43.31M 4.93% | 198.71K | 0.00 | 33.52K |
VANGUARD FTSE DEVELOPED MARKETS ETFOTR | ETF | 582.95K | SH | $34.93M 3.98% | 461.49K | 0.00 | 121.46K |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 811.23K | SH | $31.29M 3.56% | 742.57K | 0.00 | 68.67K |
VANGUARD TOTAL BOND MARKET INDEX FUNDOTR | ETF | 415.42K | SH | $30.89M 3.52% | 381.95K | 0.00 | 33.47K |
ISHARES S&P 500 GROWTH ETFOTR | ETF | 251.22K | SH | $30.33M 3.45% | 226.79K | 0.00 | 24.43K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 849.31K | SH | $26.65M 3.03% | 777.03K | 0.00 | 72.28K |
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 258.43K | SH | $22.99M 2.62% | 240.86K | 0.00 | 17.57K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 104.86K | SH | $21.65M 2.47% | 91.73K | 0.00 | 13.13K |
APPLE INCOTR | Stock | 83.53K | SH | $21.27M 2.42% | 67.61K | 0.00 | 15.92K |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 109.17K | SH | $21.23M 2.42% | 103K | 0.00 | 6.17K |
VANGUARD DIVIDEND APPRECIATION INDEX FUNDSOLE | ETF | 86.82K | SH | $18.74M 2.13% | 77.64K | 0.00 | 9.18K |
BERKSHIRE HATHAWAY INC CLASS BSOLE | Stock | 36.42K | SH | $18.31M 2.08% | 34.14K | 0.00 | 2.27K |
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE | ETF | 598.89K | SH | $17.74M 2.02% | 563.96K | 0.00 | 34.93K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFSOLE | ETF | 644.41K | SH | $16.95M 1.93% | 626.36K | 0.00 | 18.05K |
ISHARES U.S. TECHNOLOGY ETFSOLE | ETF | 69.55K | SH | $13.62M 1.55% | 65.03K | 0.00 | 4.52K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 175.79K | SH | $11.47M 1.31% | 161.43K | 0.00 | 14.36K |
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFSOLE | ETF | 265.42K | SH | $11.40M 1.30% | 228.35K | 0.00 | 37.06K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 142.74K | SH | $11.26M 1.28% | 136.36K | 0.00 | 6.38K |
SCHWAB U.S. LARGE-CAP GROWTH ETFOTR | ETF | 306.76K | SH | $9.79M 1.11% | 256.01K | 0.00 | 50.75K |
SCHWAB U.S. LARGE-CAP ETFOTR | ETF | 319.24K | SH | $8.41M 0.96% | 168.35K | 0.00 | 150.89K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 304.95K | SH | $8.33M 0.95% | 273.77K | 0.00 | 31.18K |
VANGUARD MID-CAP ETFSOLE | ETF | 26.38K | SH | $7.75M 0.88% | 26.28K | 0.00 | 93.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 72.96K | SH | $7.26M 0.83% | 67.55K | 0.00 | 5.41K |
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