Filed: 5/12/2025ACC: 0001172661-25-001684
📋 What this filing means
CAHILL WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $196.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$196.47M
Total AUM (reported)
2.69M
Total Shares
Allocation by class
CORE S&P500 ETF$70.35M35.8%
US CORE EQUITY 2$20.81M10.6%
CL A$13.35M6.8%
COM$11.17M5.7%
CORE S&P SCP ETF$10.03M5.1%
TOTAL STK MKT$10.00M5.1%
US SMALL CAP VAL$7.72M3.9%
Portfolio Concentration
Top 3$103.13M52.5%
4–10$50.32M25.6%
11–25$30.96M15.8%
Rest$12.05M6.1%
Top 3 weight
52.5%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 2.69M
Sole
Full voting authority
2.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
ISHARES TR
SOLEShares125.19K
TypeSH
Market value$70.35M
35.80%
Sole
125.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares630.82K
TypeSH
Market value$20.81M
10.59%
Sole
630.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.00
TypeSH
Market value$11.98M
6.10%
Sole
15.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.90K
TypeSH
Market value$10.03M
5.10%
Sole
95.90K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares36.38K
TypeSH
Market value$10.00M
5.09%
Sole
36.38K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares274.23K
TypeSH
Market value$7.72M
3.93%
Sole
274.23K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares233.65K
TypeSH
Market value$7.30M
3.71%
Sole
233.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares124.17K
TypeSH
Market value$7.25M
3.69%
Sole
124.17K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.79K
TypeSH
Market value$4.17M
2.12%
Sole
18.79K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares6.90K
TypeSH
Market value$3.86M
1.97%
Sole
6.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares35.15K
TypeSH
Market value$3.20M
1.63%
Sole
35.15K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares41.81K
TypeSH
Market value$3.07M
1.56%
Sole
41.81K
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares245.35K
TypeSH
Market value$2.92M
1.48%
Sole
245.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.88K
TypeSH
Market value$2.66M
1.35%
Sole
26.88K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares43.82K
TypeSH
Market value$2.62M
1.33%
Sole
43.82K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares84.58K
TypeSH
Market value$2.35M
1.20%
Sole
84.58K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares48.88K
TypeSH
Market value$1.98M
1.01%
Sole
48.88K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.67K
TypeSH
Market value$1.96M
1.00%
Sole
3.67K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares26.34K
TypeSH
Market value$1.79M
0.91%
Sole
26.34K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares22.96K
TypeSH
Market value$1.76M
0.89%
Sole
22.96K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.65K
TypeSH
Market value$1.62M
0.83%
Sole
62.65K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares60.57K
TypeSH
Market value$1.60M
0.82%
Sole
60.57K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares55.45K
TypeSH
Market value$1.19M
0.61%
Sole
55.45K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.06K
TypeSH
Market value$1.13M
0.57%
Sole
2.06K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares3.01K
TypeSH
Market value$1.12M
0.57%
Sole
3.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 125.19K | SH | $70.35M 35.80% | 125.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 630.82K | SH | $20.81M 10.59% | 630.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $11.98M 6.10% | 15.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 95.90K | SH | $10.03M 5.10% | 95.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 36.38K | SH | $10.00M 5.09% | 36.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 274.23K | SH | $7.72M 3.93% | 274.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 233.65K | SH | $7.30M 3.71% | 233.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 124.17K | SH | $7.25M 3.69% | 124.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.79K | SH | $4.17M 2.12% | 18.79K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.90K | SH | $3.86M 1.97% | 6.90K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 35.15K | SH | $3.20M 1.63% | 35.15K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 41.81K | SH | $3.07M 1.56% | 41.81K | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 245.35K | SH | $2.92M 1.48% | 245.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 26.88K | SH | $2.66M 1.35% | 26.88K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 43.82K | SH | $2.62M 1.33% | 43.82K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 84.58K | SH | $2.35M 1.20% | 84.58K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 48.88K | SH | $1.98M 1.01% | 48.88K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.67K | SH | $1.96M 1.00% | 3.67K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 26.34K | SH | $1.79M 0.91% | 26.34K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 22.96K | SH | $1.76M 0.89% | 22.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 62.65K | SH | $1.62M 0.83% | 62.65K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 60.57K | SH | $1.60M 0.82% | 60.57K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 55.45K | SH | $1.19M 0.61% | 55.45K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.06K | SH | $1.13M 0.57% | 2.06K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 3.01K | SH | $1.12M 0.57% | 3.01K | 0.00 | 0.00 |
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