CAHILL FINANCIAL ADVISORS INC

Filed: 8/11/2026ACC: 0001600327-26-000007

📋 What this filing means

CAHILL FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 296 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

296

Positions

$1.04B

Total AUM (reported)

14.82M

Total Shares

Allocation by class

ETF$922.55M88.6%

STOCK$114.97M11.0%

ADR$2.13M0.2%

CEF$1.47M0.1%

REIT$677.5K0.1%

Portfolio Concentration

Top 3$199.55M19.2%

4–10$251.37M24.1%

11–25$228.39M21.9%

Rest$362.50M34.8%

Top 3 weight

19.2%

Top 10 weight

43.3%

Voting Authority Distribution

Total shares with voting rights: 14.82M

Sole

Full voting authority

12.42M

% of voting shares83.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.40M

% of voting shares16.2%

Investment Discretion (by position count)

Sole273

Shared0

Other23

Dominant voting typeSole · 83.8% of voting shares

Institutional Holdings296

Rows:

VANGUARD GROWTH INDEX FUND

OTR

ETF

Shares1.01M

TypeSH

Market value$86.82M

8.33%

Sole

929.34K

Shared

0.00

None

78.59K

VANGUARD VALUE ETF

OTR

ETF

Shares283.72K

TypeSH

Market value$61.83M

5.94%

Sole

243.68K

Shared

0.00

None

40.05K

DIMENSIONAL U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares1.15M

TypeSH

Market value$50.89M

4.88%

Sole

909.28K

Shared

0.00

None

237.95K

VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

SOLE

ETF

Shares476.25K

TypeSH

Market value$49.51M

4.75%

Sole

446.11K

Shared

0.00

None

30.14K

VANGUARD FTSE DEVELOPED MARKETS ETF

OTR

ETF

Shares634.91K

TypeSH

Market value$45.24M

4.34%

Sole

526.44K

Shared

0.00

None

108.47K

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares1.07M

TypeSH

Market value$39.31M

3.77%

Sole

985.78K

Shared

0.00

None

81.37K

VANGUARD TOTAL BOND MARKET INDEX FUND

OTR

ETF

Shares487.42K

TypeSH

Market value$35.78M

3.43%

Sole

456.85K

Shared

0.00

None

30.56K

ISHARES S&P 500 GROWTH ETF

OTR

ETF

Shares234.57K

TypeSH

Market value$32.26M

3.10%

Sole

215.95K

Shared

0.00

None

18.62K

ISHARES MSCI USA QUALITY FACTOR ETF

SOLE

ETF

Shares117.28K

TypeSH

Market value$25.73M

2.47%

Sole

110.52K

Shared

0.00

None

6.75K

ISHARES S&P 500 VALUE ETF

SOLE

ETF

Shares103.63K

TypeSH

Market value$23.53M

2.26%

Sole

90.48K

Shared

0.00

None

13.14K

APPLE INC

SOLE

Stock

Shares81.21K

TypeSH

Market value$23.50M

2.26%

Sole

66.89K

Shared

0.00

None

14.32K

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

SOLE

ETF

Shares587.44K

TypeSH

Market value$20.34M

1.95%

Sole

551.20K

Shared

0.00

None

36.24K

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

SOLE

ETF

Shares619.67K

TypeSH

Market value$19.27M

1.85%

Sole

599.85K

Shared

0.00

None

19.81K

VANGUARD DIVIDEND APPRECIATION INDEX FUND

SOLE

ETF

Shares78.23K

TypeSH

Market value$18.51M

1.78%

Sole

68.87K

Shared

0.00

None

9.36K

VANGUARD MID-CAP ETF

SOLE

ETF

Shares227.26K

TypeSH

Market value$18.31M

1.76%

Sole

214.72K

Shared

0.00

None

12.54K

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

SOLE

ETF

Shares341.56K

TypeSH

Market value$18.01M

1.73%

Sole

321.75K

Shared

0.00

None

19.81K

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE

Stock

Shares34.44K

TypeSH

Market value$17.23M

1.65%

Sole

33.04K

Shared

0.00

None

1.39K

SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

SOLE

ETF

Shares297.89K

TypeSH

Market value$15.72M

1.51%

Sole

259.14K

Shared

0.00

None

38.75K

AVANTIS EMERGING MARKETS EQUITY ETF

SOLE

ETF

Shares157.74K

TypeSH

Market value$15.22M

1.46%

Sole

146.39K

Shared

0.00

None

11.35K

SCHWAB US DIVIDEND EQUITY ETF

SOLE

ETF

Shares379.55K

TypeSH

Market value$12.04M

1.16%

Sole

308.13K

Shared

0.00

None

71.41K

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

SOLE

ETF

Shares113.58K

TypeSH

Market value$11.45M

1.10%

Sole

107.88K

Shared

0.00

None

5.70K

AVANTIS U.S. SMALL CAP VALUE ETF

SOLE

ETF

Shares88.79K

TypeSH

Market value$11.08M

1.06%

Sole

82.12K

Shared

0.00

None

6.67K

SCHWAB U.S. LARGE-CAP GROWTH ETF

OTR

ETF

Shares294.57K

TypeSH

Market value$9.97M

0.96%

Sole

229.47K

Shared

0.00

None

65.09K

VANGUARD SHORT-TERM BOND ETF

SOLE

ETF

Shares127.81K

TypeSH

Market value$9.96M

0.96%

Sole

123.13K

Shared

0.00

None

4.68K

SCHWAB U.S. LARGE-CAP ETF

OTR

ETF

Shares264.71K

TypeSH

Market value$7.79M

0.75%

Sole

161.35K

Shared

0.00

None

103.36K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD GROWTH INDEX FUNDOTR	ETF	1.01M	SH	$86.82M 8.33%	929.34K	78.59K
VANGUARD VALUE ETFOTR	ETF	283.72K	SH	$61.83M 5.94%	243.68K	40.05K
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE	ETF	1.15M	SH	$50.89M 4.88%	909.28K	237.95K
VANECK VECTORS MORNINGSTAR WIDE MOAT ETFSOLE	ETF	476.25K	SH	$49.51M 4.75%	446.11K	30.14K
VANGUARD FTSE DEVELOPED MARKETS ETFOTR	ETF	634.91K	SH	$45.24M 4.34%	526.44K	108.47K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE	ETF	1.07M	SH	$39.31M 3.77%	985.78K	81.37K
VANGUARD TOTAL BOND MARKET INDEX FUNDOTR	ETF	487.42K	SH	$35.78M 3.43%	456.85K	30.56K
ISHARES S&P 500 GROWTH ETFOTR	ETF	234.57K	SH	$32.26M 3.10%	215.95K	18.62K
ISHARES MSCI USA QUALITY FACTOR ETFSOLE	ETF	117.28K	SH	$25.73M 2.47%	110.52K	6.75K
ISHARES S&P 500 VALUE ETFSOLE	ETF	103.63K	SH	$23.53M 2.26%	90.48K	13.14K
APPLE INCSOLE	Stock	81.21K	SH	$23.50M 2.26%	66.89K	14.32K
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE	ETF	587.44K	SH	$20.34M 1.95%	551.20K	36.24K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFSOLE	ETF	619.67K	SH	$19.27M 1.85%	599.85K	19.81K
VANGUARD DIVIDEND APPRECIATION INDEX FUNDSOLE	ETF	78.23K	SH	$18.51M 1.78%	68.87K	9.36K
VANGUARD MID-CAP ETFSOLE	ETF	227.26K	SH	$18.31M 1.76%	214.72K	12.54K
ISHARES A.I. INNOVATION AND TECH ACTIVE ETFSOLE	ETF	341.56K	SH	$18.01M 1.73%	321.75K	19.81K
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE	Stock	34.44K	SH	$17.23M 1.65%	33.04K	1.39K
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFSOLE	ETF	297.89K	SH	$15.72M 1.51%	259.14K	38.75K
AVANTIS EMERGING MARKETS EQUITY ETFSOLE	ETF	157.74K	SH	$15.22M 1.46%	146.39K	11.35K
SCHWAB US DIVIDEND EQUITY ETFSOLE	ETF	379.55K	SH	$12.04M 1.16%	308.13K	71.41K
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDSOLE	ETF	113.58K	SH	$11.45M 1.10%	107.88K	5.70K
AVANTIS U.S. SMALL CAP VALUE ETFSOLE	ETF	88.79K	SH	$11.08M 1.06%	82.12K	6.67K
SCHWAB U.S. LARGE-CAP GROWTH ETFOTR	ETF	294.57K	SH	$9.97M 0.96%	229.47K	65.09K
VANGUARD SHORT-TERM BOND ETFSOLE	ETF	127.81K	SH	$9.96M 0.96%	123.13K	4.68K
SCHWAB U.S. LARGE-CAP ETFOTR	ETF	264.71K	SH	$7.79M 0.75%	161.35K	103.36K

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