SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Cahill Wealth Management, LLC

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

Reported Value
$172M
Q1 2024
Positions
47
Filings on Record
13
2022–present window
Filed
May 10, 2024
original filing

Summary

Cahill Wealth Management, LLC reported $172M in U.S.-listed holdings across 47 positions for Q1 2024.

The portfolio is heavily concentrated: IVV alone accounts for 52.1% of reported value.

Compared with Q4 2023, the fund opened 3 new positions and exited 0.

Portfolio Metrics

Turnover
+1.0%
vs prior filed quarter
Top-10 Concentration
+94.7%
share of reported value
Largest Position
+52.1%
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: 87.1%Common Stock: 12.8%Other: 0.1%
  • ETP · 87.1% · $150M
  • Common Stock · 12.8% · $22M
  • Other · 0.1% · $138,488

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/ABERKSHIRE HATHAWAY INC DELNEW+1717+$10M$10M
VKTXVIKING THERAPEUTICS INCNEW+9.8K9.8K+$807,372$807,372
AQSTAQUESTIVE THERAPEUTICS INCNEW+86.2K86.2K+$367,268$367,268
IJHISHARES TRADDED+101.1K126.4K+$670,996$8M
BRK/BBERKSHIRE HATHAWAY INC DELADDED+7301.4K+$630,064$867,957
XPELXPEL INCTRIMMED8.5K17.7K$455,842$957,559
TLTISHARES TRADDED+2.1K23.9K+$107,479$2M
SPDR SER TRADDED+2.2K25.4K+$273,772$2M

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

Holdings — Q1 2024

23 positions (from 47 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 EAFE52.08%$89M411.3K
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 E18.60%$32M1.04M
3VTIVANGUARD INDEX FDSTOTAL STK MKT · SMALL CP ETF · MCAP GR IDXVIP · S&P 500 ETF SHS · SM CP VAL ETF7.01%$12M46.6K
4BRK/ABERKSHIRE HATHAWAY INC DELCL A · CL B NEW6.56%$11M1.4K
5BNDVANGUARD BD INDEX FDSTOTAL BND MRKT · INTERMED TERM3.64%$6M85.0K
6AAPLAPPLE INChistory →COM1.88%$3M18.8K
7SPYSPDR S&P 500 ETF TRhistory →TR UNIT1.87%$3M6.1K
8PRFINVESCO EXCHANGE TRADED FD Thistory →FTSE RAFI 10001.11%$2M49.4K
9CLPTCLEARPOINT NEURO INCCOM0.97%$2M244.4K
10SPDR SER TRPORTFOLI S&P15000.95%$2M25.4K
11SYKSTRYKER CORPORATIONCOM0.92%$2M4.4K
12SCHBSCHWAB STRATEGIC TRUS BRD MKT ETF0.61%$1M17.1K
13MAMASTERCARD INCORPORATEDCL A0.58%$992,5162.1K
14XPELXPEL INCCOM0.56%$957,55917.7K
15VEAVANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.48%$820,23716.3K
16VKTXVIKING THERAPEUTICS INCCOM0.47%$807,3729.8K
17VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EMR MKT ETF0.40%$688,43513.3K
18VCSHVANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · LG-TERM COR BD0.40%$687,7568.9K
19AMZNAMAZON COM INCCOM0.36%$612,3653.4K
20AQSTAQUESTIVE THERAPEUTICS INCCOM0.21%$367,26886.2K
21ZTSZOETIS INCCL A0.14%$245,4241.4K
22GOOGLALPHABET INCCAP STK CL A0.14%$233,9421.6K
23EXPION360 INCCOM0.08%$138,48844.4K

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 ↗.