CAHILL FINANCIAL ADVISORS INC

Filed: 5/13/2026ACC: 0001600327-26-000005

📋 What this filing means

CAHILL FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 286 equity positions with a total reported market value of $923.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

286

Positions

$923.89M

Total AUM (reported)

13.45M

Total Shares

Allocation by class

ETF$813.70M88.1%

STOCK$106.14M11.5%

CEF$1.71M0.2%

ADR$1.60M0.2%

REIT$734.7K0.1%

Portfolio Concentration

Top 3$172.39M18.7%

4–10$223.99M24.2%

11–25$199.66M21.6%

Rest$327.85M35.5%

Top 3 weight

18.7%

Top 10 weight

42.9%

Voting Authority Distribution

Total shares with voting rights: 13.45M

Sole

Full voting authority

11.11M

% of voting shares82.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.35M

% of voting shares17.4%

Investment Discretion (by position count)

Sole261

Shared0

Other25

Dominant voting typeSole · 82.6% of voting shares

Institutional Holdings286

Rows:

VANGUARD GROWTH INDEX FUND

OTR

ETF

Shares165.94K

TypeSH

Market value$72.48M

7.85%

Sole

152.75K

Shared

0.00

None

13.19K

VANGUARD VALUE ETF

OTR

ETF

Shares273.01K

TypeSH

Market value$53.56M

5.80%

Sole

233.61K

Shared

0.00

None

39.39K

VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

SOLE

ETF

Shares479.27K

TypeSH

Market value$46.34M

5.02%

Sole

449.29K

Shared

0.00

None

29.98K

DIMENSIONAL U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares1.10M

TypeSH

Market value$42.88M

4.64%

Sole

839.70K

Shared

0.00

None

263.79K

VANGUARD FTSE DEVELOPED MARKETS ETF

OTR

ETF

Shares628.35K

TypeSH

Market value$40.26M

4.36%

Sole

516.87K

Shared

0.00

None

111.48K

VANGUARD TOTAL BOND MARKET INDEX FUND

OTR

ETF

Shares477.76K

TypeSH

Market value$35.18M

3.81%

Sole

445.51K

Shared

0.00

None

32.25K

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares1.02M

TypeSH

Market value$34.60M

3.75%

Sole

923.37K

Shared

0.00

None

95.19K

ISHARES S&P 500 GROWTH ETF

OTR

ETF

Shares239.11K

TypeSH

Market value$27.05M

2.93%

Sole

220.49K

Shared

0.00

None

18.62K

ISHARES MSCI USA QUALITY FACTOR ETF

SOLE

ETF

Shares115.18K

TypeSH

Market value$22.09M

2.39%

Sole

108.45K

Shared

0.00

None

6.72K

ISHARES S&P 500 VALUE ETF

SOLE

ETF

Shares103.85K

TypeSH

Market value$21.93M

2.37%

Sole

90.71K

Shared

0.00

None

13.14K

APPLE INC

OTR

Stock

Shares82.59K

TypeSH

Market value$20.96M

2.27%

Sole

62.45K

Shared

0.00

None

20.13K

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

SOLE

ETF

Shares595.97K

TypeSH

Market value$17.57M

1.90%

Sole

556.35K

Shared

0.00

None

39.62K

VANGUARD DIVIDEND APPRECIATION INDEX FUND

SOLE

ETF

Shares81.34K

TypeSH

Market value$17.49M

1.89%

Sole

71.93K

Shared

0.00

None

9.41K

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

SOLE

ETF

Shares615.47K

TypeSH

Market value$17.14M

1.86%

Sole

598.60K

Shared

0.00

None

16.87K

BERKSHIRE HATHAWAY INC CLASS B

SOLE

Stock

Shares34.76K

TypeSH

Market value$16.65M

1.80%

Sole

32.20K

Shared

0.00

None

2.55K

VANGUARD MID-CAP ETF

SOLE

ETF

Shares56.64K

TypeSH

Market value$16.26M

1.76%

Sole

53.59K

Shared

0.00

None

3.05K

SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

SOLE

ETF

Shares290.87K

TypeSH

Market value$14.23M

1.54%

Sole

253.14K

Shared

0.00

None

37.73K

AVANTIS EMERGING MARKETS EQUITY ETF

SOLE

ETF

Shares151.26K

TypeSH

Market value$12.19M

1.32%

Sole

140.87K

Shared

0.00

None

10.39K

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

SOLE

ETF

Shares109.20K

TypeSH

Market value$10.98M

1.19%

Sole

102.14K

Shared

0.00

None

7.06K

SCHWAB US DIVIDEND EQUITY ETF

SOLE

ETF

Shares357.33K

TypeSH

Market value$10.96M

1.19%

Sole

295.82K

Shared

0.00

None

61.50K

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

SOLE

ETF

Shares307.66K

TypeSH

Market value$10.14M

1.10%

Sole

287.91K

Shared

0.00

None

19.75K

VANGUARD SHORT-TERM BOND ETF

SOLE

ETF

Shares127.50K

TypeSH

Market value$10.00M

1.08%

Sole

122.82K

Shared

0.00

None

4.68K

AVANTIS U.S. SMALL CAP VALUE ETF

SOLE

ETF

Shares87.86K

TypeSH

Market value$9.71M

1.05%

Sole

80.19K

Shared

0.00

None

7.68K

SCHWAB U.S. LARGE-CAP GROWTH ETF

OTR

ETF

Shares290.26K

TypeSH

Market value$8.46M

0.92%

Sole

231.48K

Shared

0.00

None

58.78K

SCHWAB U.S. LARGE-CAP ETF

OTR

ETF

Shares269.48K

TypeSH

Market value$6.91M

0.75%

Sole

161.24K

Shared

0.00

None

108.24K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD GROWTH INDEX FUNDOTR	ETF	165.94K	SH	$72.48M 7.85%	152.75K	13.19K
VANGUARD VALUE ETFOTR	ETF	273.01K	SH	$53.56M 5.80%	233.61K	39.39K
VANECK VECTORS MORNINGSTAR WIDE MOAT ETFSOLE	ETF	479.27K	SH	$46.34M 5.02%	449.29K	29.98K
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE	ETF	1.10M	SH	$42.88M 4.64%	839.70K	263.79K
VANGUARD FTSE DEVELOPED MARKETS ETFOTR	ETF	628.35K	SH	$40.26M 4.36%	516.87K	111.48K
VANGUARD TOTAL BOND MARKET INDEX FUNDOTR	ETF	477.76K	SH	$35.18M 3.81%	445.51K	32.25K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE	ETF	1.02M	SH	$34.60M 3.75%	923.37K	95.19K
ISHARES S&P 500 GROWTH ETFOTR	ETF	239.11K	SH	$27.05M 2.93%	220.49K	18.62K
ISHARES MSCI USA QUALITY FACTOR ETFSOLE	ETF	115.18K	SH	$22.09M 2.39%	108.45K	6.72K
ISHARES S&P 500 VALUE ETFSOLE	ETF	103.85K	SH	$21.93M 2.37%	90.71K	13.14K
APPLE INCOTR	Stock	82.59K	SH	$20.96M 2.27%	62.45K	20.13K
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE	ETF	595.97K	SH	$17.57M 1.90%	556.35K	39.62K
VANGUARD DIVIDEND APPRECIATION INDEX FUNDSOLE	ETF	81.34K	SH	$17.49M 1.89%	71.93K	9.41K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFSOLE	ETF	615.47K	SH	$17.14M 1.86%	598.60K	16.87K
BERKSHIRE HATHAWAY INC CLASS BSOLE	Stock	34.76K	SH	$16.65M 1.80%	32.20K	2.55K
VANGUARD MID-CAP ETFSOLE	ETF	56.64K	SH	$16.26M 1.76%	53.59K	3.05K
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFSOLE	ETF	290.87K	SH	$14.23M 1.54%	253.14K	37.73K
AVANTIS EMERGING MARKETS EQUITY ETFSOLE	ETF	151.26K	SH	$12.19M 1.32%	140.87K	10.39K
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDSOLE	ETF	109.20K	SH	$10.98M 1.19%	102.14K	7.06K
SCHWAB US DIVIDEND EQUITY ETFSOLE	ETF	357.33K	SH	$10.96M 1.19%	295.82K	61.50K
ISHARES A.I. INNOVATION AND TECH ACTIVE ETFSOLE	ETF	307.66K	SH	$10.14M 1.10%	287.91K	19.75K
VANGUARD SHORT-TERM BOND ETFSOLE	ETF	127.50K	SH	$10.00M 1.08%	122.82K	4.68K
AVANTIS U.S. SMALL CAP VALUE ETFSOLE	ETF	87.86K	SH	$9.71M 1.05%	80.19K	7.68K
SCHWAB U.S. LARGE-CAP GROWTH ETFOTR	ETF	290.26K	SH	$8.46M 0.92%	231.48K	58.78K
SCHWAB U.S. LARGE-CAP ETFOTR	ETF	269.48K	SH	$6.91M 0.75%	161.24K	108.24K

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