13F Filings History of Cahill Wealth Management, LLC

Latest 13F report
Q1 2025 - 12 May 2025
Value $
$196,474,806
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 $196,474,806 as of Q1 2025. Top holdings included IVV, DFAC, BERKSHIRE HATHAWAY INC DEL, IJR, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 49 $196,474,806 +$8,092,483 -$1,486,205 +$6,606,278 IVV, DFAC, BERKSHIRE HATHAWAY INC DEL, IJR, VTI 13F-HR 12 May 2025, 13:01
Q4 2024 49 $196,067,323 +$4,669,020 -$2,243,378 +$2,425,642 IVV, DFAC, IJR, VTI, BRKA 13F-HR 13 Feb 2025, 11:43
Q3 2024 50 $193,768,680 +$16,697,608 -$2,491,456 +$14,206,152 IVV, DFAC, BRKA, IJR, VTI 13F-HR 01 Nov 2024, 13:01
Q2 2024 48 $167,666,299 +$5,884,347 -$11,379,526 -$5,495,179 IVV, DFAC, VTI, IJR, IJH 13F-HR 13 Aug 2024, 14:57
Q1 2024 47 $170,951,167 +$19,580,470 -$1,273,497 +$18,306,973 IVV, DFAC, BRKA, VTI, IJR 13F-HR 10 May 2024, 13:12
Q4 2023 44 $148,727,215 +$6,592,131 -$1,895,127 +$4,697,004 IVV, DFAC, IJR, VTI, IJH 13F-HR 29 Jan 2024, 17:11
Q3 2023 47 $130,267,975 +$5,042,576 -$12,318,144 -$7,275,568 IVV, DFAC, VTI, IJR, IJH 13F-HR 31 Oct 2023, 15:32
Q2 2023 47 $144,907,206 +$1,918,858 -$1,076,828 +$842,030 IVV, BRKA, DFAC, VTI, IJR 13F-HR 11 Aug 2023, 07:39
Q1 2023 47 $135,444,183 +$1,848,892 -$924,395 +$924,497 IVV, BRKA, DFAC, VTI, IJR 13F-HR 08 May 2023, 15:50
Q4 2022 47 $135,658,338 +$22,715,273 -$14,121,761 +$8,593,512 IVV, BRKA, VTI, DFAC, IJR 13F-HR 14 Feb 2023, 14:29
Q3 2022 41 $111,991,000 +$4,098,858 -$4,915,711 -$816,853 IVV, BRKA, VTI, IJH, IJR 13F-HR 10 Nov 2022, 14:11
Q2 2022 41 $118,255,000 +$8,632,693 -$3,270,958 +$5,361,735 IVV, BRKA, VTI, IJR, IJH 13F-HR 15 Aug 2022, 14:11
Q1 2022 41 $134,724,000 $0 $0 $0 IVV, BRKA, VTI, IJR, IJH 13F-HR 10 May 2022, 11:57