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CAHILL FINANCIAL ADVISORS INC — 13F Holdings & Portfolio

CIK 1600327 · latest 13F-HR filed 2026-05-13

Backtest portfolio

CAHILL FINANCIAL ADVISORS INC manages $923.9M in 13F-reported U.S. long-equity assets across 323 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VUG (7.81%), VTV (5.70%), MOAT (5.02%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 8, added to 72, and trimmed 80.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$923.9M

Long-equity book

Holdings

323

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+13 / −8 / ↑72 / ↓80

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AVANTIS EMERGING MARKETS EQUITY ETF$11.9M +4260.8%
  • VANGUARD VALUE ETF$6.4M +13.5%
  • PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$3.2M +41.4%
  • DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$3.2M +10.1%
  • SCHWAB US DIVIDEND EQUITY ETF$1.6M +16.5%
Show all 72 →

Top Trims

  • ISHARES U.S. TECHNOLOGY ETF-$10.7M -77.0%
  • VANGUARD GROWTH INDEX FUND-$9.5M -11.6%
  • ISHARES S&P 500 GROWTH ETF-$2.8M -9.5%
  • ISHARES MSCI USA QUALITY FACTOR ETF-$1.9M -7.8%
  • APPLE INC-$1.7M -7.4%
Show all 80 →

New Positions

  • ISHARES A.I. INNOVATION AND TECH ACTIVE ETF$10.1M
  • DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$756.4K
  • DOW JONES INDUSTRIAL AVERAGE$296.3K
  • PHILLIPS 66$274.9K
  • GE VERNOVA INC COM$253.2K
Show all 13 →

Exited Positions

  • PIMCO CORPORATE & INCOME OPPOR COM$466.5K
  • VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$336.2K
  • ALLY FINL INC COM$263.7K
  • ABBOTT LABORATORIES$238.0K
  • ISHARES RUSSELL 1000 GROWTH ETF$214.0K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD GROWTH INDEX FUND VUG 922908736 $72.2M 7.81% 165,232 SH
2 VANGUARD VALUE ETF VTV 922908744 $52.7M 5.70% 268,494 SH
3 VANECK VECTORS MORNINGSTAR WIDE MOAT ETF MOAT 92189F643 $46.3M 5.02% 479,270 SH
4 DIMENSIONAL U.S. CORE EQUITY 2 ETF DFAC 25434V708 $42.9M 4.64% 1,103,495 SH
5 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $36.7M 3.98% 573,407 SH
6 VANGUARD TOTAL BOND MARKET INDEX FUND BND 921937835 $34.6M 3.75% 470,189 SH
7 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX 25434V880 $34.6M 3.75% 1,018,559 SH
8 ISHARES S&P 500 GROWTH ETF IVW 464287309 $26.7M 2.89% 236,391 SH
9 ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 $22.1M 2.39% 115,176 SH
10 ISHARES S&P 500 VALUE ETF IVE 464287408 $21.9M 2.37% 103,851 SH
11 APPLE INC AAPL 037833100 $19.5M 2.11% 76,776 SH
12 CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF CGXU 14019W109 $17.6M 1.90% 595,965 SH
13 VANGUARD DIVIDEND APPRECIATION INDEX FUND VIG 921908844 $17.5M 1.89% 81,343 SH
14 SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF FNDX 808524771 $17.1M 1.86% 615,469 SH
15 BERKSHIRE HATHAWAY INC CLASS B BRK.B 084670702 $16.7M 1.80% 34,755 SH
16 VANGUARD MID-CAP ETF VO 922908629 $16.3M 1.76% 56,636 SH
17 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF FNDF 808524755 $14.2M 1.54% 290,873 SH
18 AVANTIS EMERGING MARKETS EQUITY ETF AVEM 025072604 $12.2M 1.32% 151,262 SH
19 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND MINT 72201R833 $11.0M 1.19% 109,196 SH
20 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $11.0M 1.19% 357,330 SH
21 ISHARES A.I. INNOVATION AND TECH ACTIVE ETF BAI 09290C780 $10.1M 1.10% 307,658 SH
22 VANGUARD SHORT-TERM BOND ETF BSV 921937827 $10.0M 1.08% 127,505 SH
23 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $9.7M 1.05% 87,865 SH
24 SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG 808524300 $7.8M 0.85% 269,317 SH
25 JPMORGAN MUNICIPAL ETF JMUB 46641Q647 $6.7M 0.73% 134,623 SH
26 INVESCO BUYBACK ACHIEVERS ETF PKW 46137V308 $6.2M 0.67% 47,246 SH
27 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $5.9M 0.64% 104,523 SH
28 WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND DTH 97717W802 $5.4M 0.59% 100,503 SH
29 SCHWAB U.S. LARGE-CAP VALUE ETF SCHV 808524409 $5.2M 0.56% 170,902 SH
30 GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF GBIL 381430529 $5.2M 0.56% 51,494 SH
31 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND DGRW 97717X669 $5.1M 0.55% 58,165 SH
32 MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF MEMS 577125743 $5.1M 0.55% 192,598 SH
33 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $4.8M 0.52% 189,150 SH
34 ISHARES MSCI EAFE VALUE ETF EFV 464288877 $4.8M 0.52% 64,216 SH
35 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $4.7M 0.51% 188,939 SH
36 WISDOMTREE U.S. MIDCAP DIVIDEND FUND DON 97717W505 $4.6M 0.49% 86,936 SH
37 ISHARES CORE HIGH DIVIDEND ETF HDV 46429B663 $4.4M 0.48% 32,398 SH
38 INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF PID 46137V548 $4.4M 0.47% 197,082 SH
39 RUNNING OAK EFFICIENT GROWTH ETF RUNN 48817R870 $4.3M 0.47% 133,736 SH
40 MATTHEWS PACIFIC TIGER ACTIVE ETF ASIA 577130578 $4.3M 0.46% 122,627 SH
41 MICROSOFT CORPORATION MSFT 594918104 $4.2M 0.45% 11,339 SH
42 ISHARES CORE S&P 500 ETF IVV 464287200 $4.1M 0.45% 6,337 SH
43 VANGUARD SMALL-CAP VALUE ETF VBR 922908611 $4.1M 0.45% 18,971 SH
44 SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF SCHY 808524672 $3.9M 0.42% 122,412 SH
45 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $3.8M 0.41% 55,939 SH
46 SCHWAB US AGGREGATE BOND ETF SCHZ 808524839 $3.7M 0.40% 157,257 SH
47 SPDR S&P 500 ETF SPY 78462F103 $3.6M 0.39% 5,478 SH
48 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $3.5M 0.38% 54,943 SH
49 ISHARES RUSSELL 3000 ETF IWV 464287689 $3.3M 0.36% 9,026 SH
50 SPDR PORTFOLIO AGGREGATE BOND ETF SPAB 78464A649 $3.3M 0.36% 128,547 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $923.9M 323 0001600327-26-000005
2025-12-31 2026-02-18 $914.3M 319 0001600327-26-000003
2025-09-30 2025-11-03 $878.3M 326 0001600327-25-000014