Cahill Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    portage, MI
  • Num holdings

    49

  • Value ($000)

    $196,475

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001927960
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$70.35M
36 %

125,192

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$20.81M
11 %

630,822

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$11.98M
6 %

15

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$10.03M
5 %

95,897

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$10.00M
5 %

36,384

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$7.72M
4 %

274,231

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$7.30M
4 %

233,646

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.25M
4 %

124,166

A
AAPL

APPLE INC

COM
037833100
$4.17M
2 %

18,790

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.86M
2 %

6,903

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