Cahill Wealth Management, LLC

Portage, MI · CIK 1927960 · 13F filing filed 2025-05-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPortage, MI

$196.5m reported value +0.2% vs Q4 2024

49positions

78.1%in top 10

1 new 22 added 16 reduced 1 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	125,192	$70.3m35.80%	35.80%	Added +865	+865 0.7%
2	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	630,822	$20.8m10.59%	10.59%	Added +79.0k	+78,977 14.3%
3	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	15	$12.0m6.10%	6.10%	Unchanged
4	ISHARES TR CORE S&P SCP ETF IJR	IJR	95,897	$10.0m5.10%	5.10%	Added +2.2k	+2,181 2.3%
5	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	36,384	$10.0m5.09%	5.09%	Reduced -104	-104 -0.3%
6	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		274,231	$7.7m3.93%	3.93%	Added +4.8k	+4,775 1.8%
7	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	233,646	$7.3m3.71%	3.71%	Added +38.2k	+38,227 19.6%
8	ISHARES TR CORE S&P MCP ETF IJH	IJH	124,166	$7.2m3.69%	3.69%	Reduced -885	-885 -0.7%
9	APPLE INC COM AAPL	AAPL	18,790	$4.2m2.12%	2.12%	Reduced -306	-306 -1.6%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,903	$3.9m1.97%	1.97%	Added +751	+751 12.2%
11	ISHARES TR 20 YR TR BD ETF TLT	TLT	35,148	$3.2m1.63%	1.63%	Added +4.6k	+4,572 14.9%
12	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	41,813	$3.1m1.56%	1.56%	Reduced -4.4k	-4,436 -9.6%
13	CLEARPOINT NEURO INC COM CLPT	CLPT	245,347	$2.9m1.48%	1.48%	Added +925	+925 0.4%
14	ISHARES TR CORE US AGGBD ET AGG	AGG	26,877	$2.7m1.35%	1.35%	Added +189	+189 0.7%
15	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	43,817	$2.6m1.33%	1.33%	Added +22.4k	+22,403 104.6%
16	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	84,577	$2.3m1.20%	1.20%	Added +763	+763 0.9%
17	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	48,884	$2.0m1.01%	1.01%	Reduced -511	-511 -1.0%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,672	$2.0m1.00%	1.00%	Unchanged
19	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	26,335	$1.8m0.91%	0.91%	Reduced -230	-230 -0.9%
20	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	22,961	$1.8m0.89%	0.89%	Reduced -3.1k	-3,128 -12.0%
21	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	62,651	$1.6m0.83%	0.83%	Added +3.8k	+3,795 6.5%
22	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	60,570	$1.6m0.82%	0.82%	Reduced -648	-648 -1.1%
23	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	55,453	$1.2m0.61%	0.61%	Added +169	+169 0.3%
24	MASTERCARD INCORPORATED CL A MA	MA	2,061	$1.1m0.57%	0.57%	Unchanged
25	STRYKER CORPORATION COM SYK	SYK	3,010	$1.1m0.57%	0.57%	Reduced -1.1k	-1,086 -26.5%
26	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,932	$871.9k0.44%	0.44%	Reduced -94	-94 -2.3%
27	ISHARES TR EAFE SML CP ETF SCZ	SCZ	12,979	$824.6k0.42%	0.42%	Reduced -41	-41 -0.3%
28	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	19,581	$752.7k0.38%	0.38%	Reduced -33	-33 -0.2%
29	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,326	$681.4k0.35%	0.35%	Added +4	+4 0.3%
30	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	13,175	$669.7k0.34%	0.34%	Added +34	+34 0.3%
31	AMAZON COM INC COM AMZN	AMZN	3,399	$646.8k0.33%	0.33%	Unchanged
32	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	2,620	$641.0k0.33%	0.33%	Added +3	+3 0.1%
33	AQUESTIVE THERAPEUTICS INC COM AQST	AQST	218,381	$633.3k0.32%	0.32%	Added +75.3k	+75,330 52.7%
34	TRANSMEDICS GROUP INC COM TMDX	TMDX	8,987	$604.6k0.31%	0.31%	Added +3.1k	+3,067 51.8%
35	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	22,570	$583.2k0.30%	0.30%	Reduced -162	-162 -0.7%
36	VIKING THERAPEUTICS INC COM VKTX	VKTX	21,286	$514.1k0.26%	0.26%	Added +6.0k	+5,991 39.2%
37	VERONA PHARMA PLC SPONSORED ADS VRNA	VRNA	8,060	$511.7k0.26%	0.26%	Added +315	+315 4.1%
38	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	9,933	$503.9k0.26%	0.26%	New
39	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,390	$501.9k0.26%	0.26%	Unchanged
40	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	7,542	$457.5k0.23%	0.23%	Reduced -198	-198 -2.6%
41	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	5,658	$446.6k0.23%	0.23%	Unchanged
42	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,072	$385.9k0.20%	0.20%	Unchanged
43	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,800	$329.0k0.17%	0.17%	Unchanged
44	COSTCO WHSL CORP NEW COM COST	COST	337	$318.9k0.16%	0.16%	Added +20	+20 6.3%
45	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	3,200	$242.9k0.12%	0.12%	Unchanged
46	ZOETIS INC CL A ZTS	ZTS	1,455	$239.5k0.12%	0.12%	Added +1	+1 0.1%
47	WALMART INC COM WMT	WMT	2,705	$237.5k0.12%	0.12%	Reduced -474	-474 -14.9%
48	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,061	$231.6k0.12%	0.12%	Unchanged
49	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,452	$224.6k0.11%	0.11%	Reduced -200	-200 -12.1%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
VANGUARD WORLD FD ESGV	ESGV	1,921	$201.5k1.9k shares