Cahill Financial Advisors Inc holds a diversified book of 296 stocks worth $1.0B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Vaneck Morningstar Wide Moat. Their largest long position is Vanguard Growth ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cahill Financial Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 79 / 80 | $105.1B |
| MORGAN STANLEY | 78 / 80 | $395.9B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $111.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $111.0B |
| LPL Financial LLC | 78 / 80 | $95.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 / 80 | $92.3B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $18.3B |
| Integrated Wealth Concepts LLC | 78 / 80 | $4.6B |
Ranked by how many of Cahill Financial Advisors Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Growth Index Fund ETF | $86.8M | 1.01M | 8.3% | ▲+507% Added · +842K sh | |
| 2 | Vanguard Value ETF ETF | $61.8M | 283.7K | 5.9% | ▲+3.9% Added · +11K sh | |
| 3 | Dimensional U.S. Core Equity 2 ETF ETF | $50.9M | 1.15M | 4.9% | ▲+4.0% Added · +44K sh | |
| 4 | Vaneck Vectors Morningstar Wide Moat ETF ETF | $49.5M | 476.3K | 4.8% | ▼−0.6% Reduced · −3K sh | |
| 5 | Vanguard Ftse Developed Markets ETF ETF | $45.2M | 634.9K | 4.3% | ▲+1.0% Added · +7K sh | |
| 6 | Dimensional World Ex U.S. Core Equity 2 ETF ETF | $39.3M | 1.07M | 3.8% | ▲+4.8% Added · +49K sh | |
| 7 | Vanguard Total Bond Market Index Fund ETF | $35.8M | 487.4K | 3.4% | ▲+2.0% Added · +10K sh | |
| 8 | Ishares S&P 500 Growth ETF ETF | $32.3M | 234.6K | 3.1% | ▼−1.9% Reduced · −5K sh | |
| 9 | Ishares Msci USA Quality Factor ETF ETF | $25.7M | 117.3K | 2.5% | ▲+1.8% Added · +2K sh | |
| 10 | Ishares S&P 500 Value ETF ETF | $23.5M | 103.6K | 2.3% | ▼−0.2% Reduced · −225 sh | |
| 11 | Apple Inc Stock | $23.5M | 81.2K | 2.3% | ▼−1.7% Reduced · −1K sh | |
| 12 | Capital Group International Focus Equity ETF ETF | $20.3M | 587.4K | 2.0% | ▼−1.4% Reduced · −9K sh | |
| 13 | Schwab Fundamental U.S. Large Company Index ETF ETF | $19.3M | 619.7K | 1.8% | ▲+0.7% Added · +4K sh | |
| 14 | Vanguard Dividend Appreciation Index Fund ETF | $18.5M | 78.2K | 1.8% | ▼−3.8% Reduced · −3K sh | |
| 15 | Vanguard Mid-Cap ETF ETF | $18.3M | 227.3K | 1.8% | ▲+301% Added · +171K sh | |
| 16 | Ishares A.I. Innovation And Tech Active ETF ETF | $18.0M | 341.6K | 1.7% | ▲+11% Added · +34K sh | |
| 17 | Berkshire Hathaway Inc Del CL B New Stock | $17.2M | 34.4K | 1.7% | ▼−0.9% Reduced · −316 sh | |
| 18 | Schwab Fundamental International Large Company Index ETF ETF | $15.7M | 297.9K | 1.5% | ▲+2.4% Added · +7K sh | |
| 19 | Avantis Emerging Markets Equity ETF ETF | $15.2M | 157.7K | 1.5% | ▲+4.3% Added · +6K sh | |
| 20 | Schwab US Dividend Equity ETF ETF | $12.0M | 379.5K | 1.2% | ▲+6.2% Added · +22K sh | |
| 21 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $11.5M | 113.6K | 1.1% | ▲+4.0% Added · +4K sh | |
| 22 | Avantis U.S. Small Cap Value ETF ETF | $11.1M | 88.8K | 1.1% | ▲+1.1% Added · +925 sh | |
| 23 | Schwab U.S. Large-Cap Growth ETF ETF | $10.0M | 294.6K | 1.0% | ▲+1.5% Added · +4K sh | |
| 24 | Vanguard Short-Term Bond ETF ETF | $10.0M | 127.8K | 1.0% | ▲+0.2% Added · +306 sh | |
| 25 | Schwab U.S. Large-Cap ETF ETF | $7.8M | 264.7K | 0.7% | ▼−1.8% Reduced · −5K sh | |
| 26 | JPMorgan Municipal ETF ETF | $6.9M | 135.6K | 0.7% | ▲+0.7% Added · +954 sh | |
| 27 | Invesco Buyback Achievers ETF ETF | $6.7M | 47.2K | 0.6% | ▼−0.1% Reduced · −38 sh | |
| 28 | Schwab U.S. Large-Cap Value ETF ETF | $6.4M | 184.2K | 0.6% | ▲+0.5% Added · +987 sh | |
| 29 | Matthews Emerging Markets Discovery Active ETF ETF | $6.1M | 191.9K | 0.6% | ▼−0.4% Reduced · −699 sh | |
| 30 | JPMorgan Equity Premium Income ETF ETF | $5.9M | 104.4K | 0.6% | ▼−0.1% Reduced · −164 sh | |
| 31 | Goldman Sachs Access Treasury 0-1 Year ETF ETF | $5.7M | 56.5K | 0.5% | ▲+9.7% Added · +5K sh | |
| 32 | Matthews Pacific Tiger Active ETF ETF | $5.6M | 123.3K | 0.5% | ▲+0.5% Added · +630 sh | |
| 33 | Wisdomtree U.S. Quality Dividend Growth Fund ETF | $5.5M | 57.5K | 0.5% | ▼−1.2% Reduced · −705 sh | |
| 34 | Schwab International Equity ETF ETF | $5.5M | 197.2K | 0.5% | ▲+4.4% Added · +8K sh | |
| 35 | Wisdomtree International High Dividend Fund ETF | $5.4M | 99.5K | 0.5% | ▼−1.0% Reduced · −1K sh | |
| 36 | Wisdomtree U.S. Midcap Dividend Fund ETF | $5.0M | 89.0K | 0.5% | ▲+2.4% Added · +2K sh | |
| 37 | Ishares Msci Eafe Value ETF ETF | $4.9M | 64.1K | 0.5% | ▼−0.2% Reduced · −137 sh | |
| 38 | Vanguard Ftse Emerging Markets ETF ETF | $4.9M | 81.5K | 0.5% | ▼−1.7% Reduced · −1K sh | |
| 39 | Vanguard Small-Cap Value ETF ETF | $4.8M | 19.9K | 0.5% | ▲+0.1% Added · +19 sh | |
| 40 | Running Oak Efficient Growth ETF ETF | $4.5M | 138.7K | 0.4% | ▲+3.7% Added · +5K sh | |
| 41 | Ishares Core S&P 500 ETF ETF | $4.5M | 5.9K | 0.4% | ▼−6.1% Reduced · −388 sh | |
| 42 | Ishares Core High Dividend ETF ETF | $4.4M | 160.8K | 0.4% | ▲+396% Added · +128K sh | |
| 43 | Schwab International Dividend Equity ETF ETF | $4.4M | 138.8K | 0.4% | ▲+13% Added · +16K sh | |
| 44 | Microsoft Corporation Stock | $4.3M | 11.5K | 0.4% | ▲+1.8% Added · +206 sh | |
| 45 | Ishares Core S&P Mid-Cap ETF ETF | $4.2M | 54.7K | 0.4% | ▼−2.2% Reduced · −1K sh | |
| 46 | Ishares U.S. Technology ETF ETF | $4.1M | 16.4K | 0.4% | ▼−6.6% Reduced · −1K sh | |
| 47 | SPDR S&P 500 ETF ETF | $4.1M | 5.5K | 0.4% | ▲+0.1% Added · +3 sh | |
| 48 | Schwab U.S. Small-Cap ETF ETF | $4.1M | 113.1K | 0.4% | ▼−3.9% Reduced · −5K sh | |
| 49 | Schwab US Aggregate Bond ETF ETF | $3.9M | 168.2K | 0.4% | ▲+7.0% Added · +11K sh | |
| 50 | Invesco International Dividend Achievers ETF ETF | $3.9M | 174.9K | 0.4% | ▼−11% Reduced · −22K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1600327/holdings"
Use Arkolith to show CAHILL FINANCIAL ADVISORS INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 332 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 323 | $923.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 319 | $914.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 326 | $878.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 312 | $805.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 306 | $735.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 294 | $737.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 332 | $731.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.