Cahill Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    portage, MI
  • CIK
    0001927960
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

49

$196.07M
IVV, DFAC, IJR, VTI
13F-HR
Feb 13, 2025
000117266125000739

50

$193.77M
IVV, DFAC, BRK.A, IJR
13F-HR
Nov 1, 2024
000117266124004442

48

$167.67M
IVV, DFAC, VTI, IJR
13F-HR
Aug 13, 2024
000117266124003302

47

$171.82M
IVV, DFAC, BRK.A, VTI
13F-HR
May 10, 2024
000117266124002139

44

$148.73M
IVV, DFAC, IJR, VTI
13F-HR
Jan 29, 2024
000117266124000370

47

$130.27M
IVV, DFAC, VTI, IJR
13F-HR
Oct 31, 2023
000117266123003552

47

$144.91M
IVV, BRK.A, DFAC, VTI
13F-HR
Aug 11, 2023
000117266123002898

47

$135.44M
IVV, BRK.A, DFAC, VTI
13F-HR
May 8, 2023
000117266123001887

47

$137.64M
IVV, BRK.A, VTI, DFAC
13F-HR
Feb 14, 2023
000117266123001229

41

$111.99M
IVV, BRK.A, VTI, IJR
13F-HR
Nov 10, 2022
000160658722002262

41

$118.25M
IVV, BRK.A, VTI, IJR
13F-HR
Aug 15, 2022
000160658722001797

41

$134.72M
IVV, BRK.A, VTI, IJR
13F-HR
May 10, 2022
000160658722001050
Cahill Wealth Management, Llc 13F Filings