Cahill Financial Advisors Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Cahill Financial Advisors Inc disclosed 295 stock positions valued at approximately $1.04B as of quarter-end June 30, 2026. The largest holdings include VANGUARD GROWTH INDEX FUND, VANGUARD VALUE ETF, and DIMENSIONAL U.S. CORE EQUITY 2 ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 295
- Portfolio Value
- $1.04B
Holdings by Sector
Cahill Financial Advisors Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | Other | 8.33% | 1,007,937 | +841,998 | +507.41% | $86,823,733 |
| VANGUARD VALUE ETF | VTV | Other | 5.94% | 283,723 | +10,716 | +3.93% | $61,831,654 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | DFAC | Other | 4.88% | 1,147,238 | +43,743 | +3.96% | $50,891,456 |
| VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT | Other | 4.75% | 476,253 | -3,017 | -0.63% | $49,511,183 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 4.34% | 634,911 | +6,561 | +1.04% | $45,237,410 |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | DFAX | Other | 3.77% | 1,067,151 | +48,592 | +4.77% | $39,313,839 |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | Other | 3.43% | 487,415 | +9,653 | +2.02% | $35,781,104 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 3.10% | 234,566 | -4,542 | -1.90% | $32,259,922 |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | Other | 2.47% | 117,276 | +2,100 | +1.82% | $25,733,834 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 2.26% | 103,626 | -225 | -0.22% | $23,529,423 |
| APPLE INC | AAPL | Technology | 2.26% | 81,213 | -1,373 | -1.66% | $23,499,851 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | Other | 1.95% | 587,439 | -8,526 | -1.43% | $20,337,154 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | FNDX | Other | 1.85% | 619,666 | +4,197 | +0.68% | $19,271,626 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | VIG | Other | 1.78% | 78,228 | -3,115 | -3.83% | $18,510,389 |
| VANGUARD MID-CAP ETF | VO | Other | 1.76% | 227,260 | +170,624 | +301.26% | $18,310,366 |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | BAI | Other | 1.73% | 341,560 | +33,902 | +11.02% | $18,007,062 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 1.65% | 34,439 | -316 | -0.91% | $17,232,703 |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | FNDF | Other | 1.51% | 297,892 | +7,019 | +2.41% | $15,716,673 |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Other | 1.46% | 157,737 | +6,475 | +4.28% | $15,219,996 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 1.16% | 379,548 | +22,218 | +6.22% | $12,035,483 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | Other | 1.10% | 113,585 | +4,389 | +4.02% | $11,450,487 |
| AVANTIS U.S. SMALL CAP VALUE ETF | AVUV | Other | 1.06% | 88,790 | +925 | +1.05% | $11,077,382 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | Other | 0.96% | 294,569 | +4,307 | +1.48% | $9,968,209 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.96% | 127,811 | +306 | +0.24% | $9,957,776 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.75% | 264,708 | -4,775 | -1.77% | $7,790,354 |
| JPMORGAN MUNICIPAL ETF | JMUB | Other | 0.66% | 135,577 | +954 | +0.71% | $6,867,650 |
| INVESCO BUYBACK ACHIEVERS ETF | PKW | Other | 0.64% | 47,208 | -38 | -0.08% | $6,687,450 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | SCHV | Other | 0.62% | 184,223 | +987 | +0.54% | $6,412,798 |
| MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF | MEMS | Other | 0.58% | 191,899 | -699 | -0.36% | $6,089,866 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.57% | 104,359 | -164 | -0.16% | $5,894,214 |
Showing 30 of 295 holdings in the latest reporting period.