• 13F History

Cahill Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$196M
Signature - Title
Ryan Cahill - Managing Member/Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by Cahill Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cahill Wealth Management, LLC reported 49 stock holdings with total value $196M as of Q4 2024. Top holdings included IVV, DFAC, IJR, VTI, and BRKA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 49 $196M +$4.67M -$2.24M +$2.43M IVV, DFAC, IJR, VTI, BRKA 13F-HR 2/13/2025, 11:43 AM
Q3 2024 50 $194M +$16.7M -$2.49M +$14.2M IVV, DFAC, BRKA, IJR, VTI 13F-HR 11/1/2024, 01:01 PM
Q2 2024 48 $168M +$5.88M -$11.4M -$5.5M IVV, DFAC, VTI, IJR, IJH 13F-HR 8/13/2024, 02:57 PM
Q1 2024 45 $169M +$19.5M -$1.27M +$18.2M IVV, DFAC, BRKA, VTI, IJR 13F-HR 5/10/2024, 01:12 PM
Q4 2023 44 $149M +$6.59M -$1.9M +$4.7M IVV, DFAC, IJR, VTI, IJH 13F-HR 1/29/2024, 05:11 PM
Q3 2023 49 $130M +$5.04M -$12.3M -$7.28M IVV, DFAC, VTI, IJR, IJH 13F-HR 10/31/2023, 03:32 PM
Q2 2023 47 $145M +$1.92M -$1.08M +$842K IVV, BRKA, DFAC, VTI, IJR 13F-HR 8/11/2023, 07:39 AM
Q1 2023 47 $135M +$1.92M -$924K +$1M IVV, BRKA, DFAC, VTI, IJR 13F-HR 5/8/2023, 03:50 PM
Q4 2022 45 $136M +$22.7M -$12.7M +$9.98M IVV, BRKA, VTI, DFAC, IJR 13F-HR 2/14/2023, 01:29 PM
Q3 2022 41 $112M +$4.1M -$2.87M +$1.23M IVV, BRKA, VTI, IJR, IJH 13F-HR 11/10/2022, 01:11 PM
Q2 2022 41 $118M +$8.63M -$1.95M +$6.68M IVV, BRKA, VTI, IJR, IJH 13F-HR 8/15/2022, 02:11 PM
Q1 2022 41 $135M IVV, BRKA, VTI, IJR, IJH 13F-HR 5/10/2022, 11:57 AM