SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Cahill Wealth Management, LLC

CIK 0001927960 · 5831 OAKLAND DRIVE, PORTAGE, MI, 49024 · 269-321-6600

Reported Value
$149M
Q4 2023
Positions
44
Filings on Record
13
2022–present window
Filed
Jan 29, 2024
original filing

Summary

Cahill Wealth Management, LLC reported $149M in U.S.-listed holdings across 44 positions for Q4 2023.

The portfolio is heavily concentrated: IVV alone accounts for 55.5% of reported value.

Compared with Q3 2023, the fund opened 0 new positions and exited 3.

Portfolio Metrics

Turnover
+1.1%
vs prior filed quarter
Top-10 Concentration
+95.4%
share of reported value
Largest Position
+55.5%
Ishares Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $135MQ1 ’22Q2 ’22: $118MQ3 ’22: $112MQ3 ’22Q4 ’22: $138MQ1 ’23: $135MQ1 ’23Q2 ’23: $145MQ3 ’23: $130MQ3 ’23Q4 ’23: $149MQ1 ’24: $172MQ1 ’24Q2 ’24: $168MQ3 ’24: $194MQ3 ’24Q4 ’24: $196MQ1 ’25: $196MQ1 ’25filingsflow.com

Portfolio Composition

By security type
ETP: 93.1%Common Stock: 6.8%Other: 0.2%
  • ETP · 93.1% · $138M
  • Common Stock · 6.8% · $10M
  • Other · 0.2% · $239,246

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IWMISHARES TRSOLD OUT1.2K0$207,172$0
VRNAVERONA PHARMA PLCSOLD OUT10.4K0$170,254$0
SRTSSENSUS HEALTHCARE INCSOLD OUT10.5K0$29,016$0
DFAIDIMENSIONAL ETF TRUSTADDED+53.7K119.7K+$2M$3M
TLTISHARES TRADDED+8.3K21.8K+$956,287$2M
CLPTCLEARPOINT NEURO INCADDED+44.2K232.3K+$634,765$2M
VOTVANGUARD INDEX FDSTRIMMED5462.6K$41,717$572,174
BNDVANGUARD BD INDEX FDSTRIMMED10.5K62.3K$496,338$5M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

21 positions (from 44 filing rows — )
#IssuerClass% PortfolioValueShares
1IVVISHARES TRCORE S&P500 ETF · CORE S&P SCP ETF · CORE S&P MCP ETF · CORE US AGGBD ET · 20 YR TR BD ETF · EAFE SML CP ETF · RUS 1000 GRW ETF · RUS MD CP GR ETF · CORE MSCI EAFE55.52%$83M308.8K
2DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 2 · US SMALL CAP VAL · INTL CORE EQT MK · INTL CORE EQUITY · EMERGING MKTS CO · EMGR CRE EQT MNG · US SMALL CAP ETF · US CORE EQT MKT · INTL SMALL CAP E19.44%$29M1.00M
3VTIVANGUARD INDEX FDSTOTAL STK MKT · SMALL CP ETF · MCAP GR IDXVIP · S&P 500 ETF SHS · SM CP VAL ETF7.48%$11M47.1K
4BNDVANGUARD BD INDEX FDSTOTAL BND MRKT · INTERMED TERM4.44%$7M88.8K
5AAPLAPPLE INChistory →COM2.42%$4M18.7K
6SPYSPDR S&P 500 ETF TRhistory →TR UNIT1.96%$3M6.1K
7PRFINVESCO EXCHANGE TRADED FD Thistory →FTSE RAFI 10001.21%$2M51.0K
8CLPTCLEARPOINT NEURO INChistory →COM1.06%$2M232.3K
9XPELXPEL INCCOM0.95%$1M26.2K
10SPDR SER TRPORTFOLI S&P15000.91%$1M23.1K
11SYKSTRYKER CORPORATIONCOM0.89%$1M4.4K
12SCHBSCHWAB STRATEGIC TRUS BRD MKT ETF0.64%$950,31017.1K
13MAMASTERCARD INCORPORATEDCL A0.59%$879,0382.1K
14VEAVANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.54%$801,93816.7K
15VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EMR MKT ETF0.47%$697,52613.9K
16VCSHVANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · LG-TERM COR BD0.47%$694,2408.9K
17AMZNAMAZON COM INCCOM0.35%$516,5193.4K
18ZTSZOETIS INCCL A0.19%$286,0721.4K
19EXPION360 INCCOM0.16%$239,24644.4K
20BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.16%$237,893667
21GOOGLALPHABET INCCAP STK CL A0.15%$216,5201.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2025$196M49May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$196M49Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$194M50Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$168M48Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$172M47May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$149M44Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$130M47Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$145M47Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$135M47May 8, 202313F-HRchanges · EDGAR ↗
Q4 2022$138M47Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$112M41Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$118M41Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$135M41May 10, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.