Q2 2026 13F · SEC CIK 1600327

Cahill Financial Advisors Inc

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 296
Top holdings a year, 3 yrs: +16.2%
Assets under management: $1.8B

Cahill Financial Advisors Inc is a wealth manager that reported 296 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Vanguard Indx Fd (VUG, 8.3%), Vanguard Value ETF (VTV, 5.9%), Dimensional U.s. Core Equity 2 (DFAC, 4.9%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.4% for the S&P 500.

Cahill Financial Advisors Inc holdings largest 50 of 296 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cahill Financial Advisors Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	8.3%	7.8%	1,007,937	+507.4%	$86.8M
VTVVanguard Value ETF	5.9%	5.8%	283,723	+3.9%	$61.8M
DFACDimensional U.s. Core Equity 2	4.9%	4.6%	1,147,238	+4.0%	$50.9M
MOATVaneck ETF Trust	4.8%	5.0%	476,253	-0.6%	$49.5M
VEAVanguard Tax-Managed Fds	4.3%	4.4%	634,911	+1.0%	$45.2M
DFAXDimensional World Ex U.s. Core	3.8%	3.7%	1,067,151	+4.8%	$39.3M
BNDVanguard Total Bond Market ETF	3.4%	3.8%	487,415	+2.0%	$35.8M
IVWIshares	3.1%	2.9%	234,566	-1.9%	$32.3M
QUALIshares Msci USA Quality Factor ETF	2.5%	2.4%	117,276	+1.8%	$25.7M
IVEIshares S&p 500 Value ETF	2.3%	2.4%	103,626	-0.2%	$23.5M
AAPLApple Inc	2.3%	2.3%	81,213	-1.7%	$23.5M
CGXUCapital Group Intl Focus Eqt	2.0%	1.9%	587,439	-1.4%	$20.3M
FNDXSchwab Strategic Tr	1.9%	1.9%	619,666	+0.7%	$19.3M
VIGVanguard Dividend Appreciation ETF	1.8%	1.9%	78,228	-3.8%	$18.5M
VOVanguard Index Fds	1.8%	1.8%	227,260	+301.3%	$18.3M
BAIIshares A.i. Innovation and Tech Active	1.7%	1.1%	341,560	+11.0%	$18.0M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.8%	34,439	-0.9%	$17.2M
FNDFSchwab Strategic Tr	1.5%	1.5%	297,892	+2.4%	$15.7M
AVEMAmerican Centy ETF Tr	1.5%	1.3%	157,737	+4.3%	$15.2M
SCHDSchwab Strategic Tr	1.2%	1.2%	379,548	+6.2%	$12.0M
MINTPimco ETF Tr	1.1%	1.2%	113,585	+4.0%	$11.5M
AVUVAvantis US Small Cap Value ETF	1.1%	1.1%	88,790	+1.1%	$11.1M
SCHGSchwab U.s. Large-Cap Growth ETF	1.0%	0.9%	294,569	+1.5%	$10.0M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.0%	1.1%	127,811	+0.2%	$10.0M
SCHXSchwab Stratgc Tr	0.7%	0.7%	264,708	-1.8%	$7.8M
JMUBJ P Morgan Exchange Traded F	0.7%	0.7%	135,577	+0.7%	$6.9M
PKWInvesco Exchange Traded Fd T	0.6%	0.7%	47,208	-0.1%	$6.7M
SCHVSchwab Strategic Tr	0.6%	0.6%	184,223	+0.5%	$6.4M
MEMSMatthews Asia Fds	0.6%	0.5%	191,899	-0.4%	$6.1M
JEPIJpmorgan Equity Premium Income ETF	0.6%	0.6%	104,359	-0.2%	$5.9M
GBILGoldman Sachs Access Treasury 0 1	0.5%	0.6%	56,509	+9.7%	$5.7M
ASIAMatthews Intl Fds	0.5%	0.5%	123,257	+0.5%	$5.6M
DGRWWisdomTree US Quality Dividend Gr ETF To	0.5%	0.6%	57,460	-1.2%	$5.5M
SCHFSchwab Intl Equity	0.5%	0.5%	197,190	+4.4%	$5.5M
DTHWisdomtree Tr	0.5%	0.6%	99,465	-1.0%	$5.4M
DONWisdomtree Tr	0.5%	0.5%	89,047	+2.4%	$5.0M
EFVIshares Tr	0.5%	0.5%	64,079	-0.2%	$4.9M
VWOVanguard Intl Equity Index F	0.5%	0.5%	81,463	-1.7%	$4.9M
VBRVanguard Small Cap Value ETF	0.5%	0.5%	19,917	+0.1%	$4.8M
RUNNStrategic Trust	0.4%	0.5%	138,718	+3.7%	$4.5M
IVVIshares Core S&p 500 ETF	0.4%	0.4%	5,949	-6.1%	$4.5M
HDVIshares Tr	0.4%	0.5%	160,794	+396.3%	$4.4M
SCHYSchwab Strategic Tr	0.4%	0.4%	138,764	+13.4%	$4.4M
MSFTMicrosoft Corp	0.4%	0.5%	11,545	+1.8%	$4.3M
IJHIshares Tr	0.4%	0.4%	54,692	-2.2%	$4.2M
IYWIshares Tr	0.4%	—	16,375	—	$4.1M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	5,481	+0.1%	$4.1M
SCHASchwab U.s. Small-Cap ETF	0.4%	0.4%	113,089	-3.9%	$4.1M
SCHZSchwab Strategic Tr	0.4%	0.4%	168,200	+7.0%	$3.9M
PIDInvesco Exchange Traded Fd T	0.4%	0.5%	174,940	-11.2%	$3.9M

What Cahill Financial Advisors Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	296
Q1 2026	$923.9M	285
Q4 2025	$914.3M	280
Q3 2025	$878.3M	288
Q2 2025	$805.7M	273
Q1 2025	$735.8M	266
Q4 2024	$737.8M	262
Q3 2024	$731.2M	253
Q2 2024	$730.1M	261
Q1 2024	$733.1M	259
Q4 2023	$676.1M	239
Q3 2023	$602.1M	241

Questions about Cahill Financial Advisors Inc's portfolio

What stocks does Cahill Financial Advisors Inc own?

Cahill Financial Advisors Inc's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 296 positions worth $1.0B. The largest are Vanguard Indx Fd (VUG) at 8.3%, Vanguard Value ETF (VTV) at 5.9%, Dimensional U.s. Core Equity 2 (DFAC) at 4.9%, Vaneck ETF Trust (MOAT) at 4.8% and Vanguard Tax-Managed Fds (VEA) at 4.3%.

What did Cahill Financial Advisors Inc buy last quarter?

In Q2 2026, Cahill Financial Advisors Inc added Vanguard Indx Fd (VUG) (+507.4% shares), Ishares Tr (HDV) (+396.3% shares) and Vanguard Index Fds (VO) (+301.3% shares), compared with its Q1 2026 filing.

What did Cahill Financial Advisors Inc sell last quarter?

In Q2 2026, Cahill Financial Advisors Inc cut from its top 50 Ishares Russell 3000 Index (IWV), Invesco Exchange Traded Fd T (PID) (-11.2% shares) and Ishares Core S&p 500 ETF (IVV) (-6.1% shares), compared with its Q1 2026 filing.

How has Cahill Financial Advisors Inc's portfolio performed?

A portfolio copying Cahill Financial Advisors Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Cahill Financial Advisors Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cahill Financial Advisors Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cahill Financial Advisors Inc manage?

Cahill Financial Advisors Inc reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.