Cahill Financial Advisors portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 11, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Cahill Financial Advisors reported a $1.0 bn portfolio of 295 companies (296 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are VUG, VTV, DFAC.
Sections with a free account
What changed this quarter
168 positions with a change (18 new, 55 added to, 85 trimmed, 10 sold); also, 1 entered through an IPO, 1 entered through a spin-off.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard Mrngstar GR ETF-sui ETFVUG8.3%
- Vanguard Mrngstr Val ETF-aui ETFVTV5.9%
- Dimensional ETF TrustDFAC4.9%
- Vaneck ETF TrustMOAT4.8%
- Vanguard Ftse Developed ETFVEA4.3%
- Dimensional ETF TrustDFAX3.8%
- Vanguard Total Bond Market ETFBND3.4%
- iShares S&P 500 Growth ETFIVW3.1%
- iShares Msci USA Quality FAC ETFQUAL2.5%
- iShares S&P 500 Value ETFIVE2.3%
- AppleAAPL2.3%
- Capital Group International Focus EQTCGXU2.0%
- Schwab Fndmntl US LRG Co ETFFNDX1.8%
- Vanguard Dividend Apprec ETFVIG1.8%
- Vanguard Index FundsVO1.8%
Portfolio by sector
- ● No sector 90%
- ● Information Technology 4%
- ● Financials 3%
- ● Industrials 2%
- ● Health Care 1%
- ● Consumer Discretionary 1%
- ● Energy 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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- Broad Bay Capital ManagementInvestment firm · $1.1 bn
- Engine Capital ManagementInvestment firm · $1.0 bn
- Apis Capital AdvisorsInvestment firm · $1.0 bn