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 Index Fds (VUG, 8.3%), Vanguard Index Fds (VTV, 5.9%), Dimensional ETF Trust (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 Index Fds	8.3%	7.8%	1,007,937	+507.4%	$86.8M
VTVVanguard Index Fds	5.9%	5.8%	283,723	+3.9%	$61.8M
DFACDimensional ETF Trust	4.9%	4.6%	1,147,238	+4.0%	$50.9M
MOATVaneck Morningstar Wide Moat ETF	4.8%	5.0%	476,253	-0.6%	$49.5M
VEAVanguard Ftse Developed Markets Index Fu	4.3%	4.4%	634,911	+1.0%	$45.2M
DFAXDimensional ETF Trust	3.8%	3.7%	1,067,151	+4.8%	$39.3M
BNDVanguard Bd Index Fds	3.4%	3.8%	487,415	+2.0%	$35.8M
IVWIshares Tr	3.1%	2.9%	234,566	-1.9%	$32.3M
QUALIshares Tr	2.5%	2.4%	117,276	+1.8%	$25.7M
IVEIshares Tr	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 Specialized Funds	1.8%	1.9%	78,228	-3.8%	$18.5M
VOVanguard Index Fds	1.8%	1.8%	227,260	+301.3%	$18.3M
BAIBlackrock ETF Trust	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 Enhanced Short Maturity Active Exc	1.1%	1.2%	113,585	+4.0%	$11.5M
AVUVAmerican Centy ETF Tr	1.1%	1.1%	88,790	+1.1%	$11.1M
SCHGSchwab Strategic Tr	1.0%	0.9%	294,569	+1.5%	$10.0M
BSVVanguard Bd Index Fds	1.0%	1.1%	127,811	+0.2%	$10.0M
SCHXSchwab Strategic 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 EM Discovery Active ETF	0.6%	0.5%	191,899	-0.4%	$6.1M
JEPIJ P Morgan Exchange Traded F	0.6%	0.6%	104,359	-0.2%	$5.9M
GBILGoldman Sachs ETF Tr	0.5%	0.6%	56,509	+9.7%	$5.7M
ASIAMatthews Intl Fds	0.5%	0.5%	123,257	+0.5%	$5.6M
DGRWWisdomtree Tr	0.5%	0.6%	57,460	-1.2%	$5.5M
SCHFSchwab Strategic Tr	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 Index Fds	0.5%	0.5%	19,917	+0.1%	$4.8M
RUNNStrategic Trust	0.4%	0.5%	138,718	+3.7%	$4.5M
IVVIshares Tr	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
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	5,481	+0.1%	$4.1M
SCHASchwab Strategic Tr	0.4%	0.4%	113,089	-3.9%	$4.1M
SCHZSchwab Strategic Tr	0.4%	0.4%	168,200	+7.0%	$3.9M
PIDInvesco International Dividend Achievers	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.

Added to

Reduced

PID Invesco International Dividend Achievers-11.2% shares
IVV Ishares Tr-6.1% shares

Left the top 50

IWV Ishares Trwas 0.4%

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Index Fds (VUG) at 8.3%, Vanguard Index Fds (VTV) at 5.9%, Dimensional ETF Trust (DFAC) at 4.9%, Vaneck Morningstar Wide Moat ETF (MOAT) at 4.8% and Vanguard Ftse Developed Markets Index Fu (VEA) at 4.3%.

What did Cahill Financial Advisors Inc buy last quarter?

In Q2 2026, Cahill Financial Advisors Inc added Vanguard Index Fds (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 Tr (IWV), Invesco International Dividend Achievers (PID) (-11.2% shares) and Ishares Tr (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.