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13F holdings · Q2 2026

Cahill Financial Advisors

Edina, MN · files as Cahill Financial Advisors Inc
Holdings as of Jun 30, 2026Filed Aug 11, 2026Next filing due Nov 16, 2026CIK 1600327

Cahill Financial Advisors reported 296 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VUG (8.3%), VTV (5.9%) and Dimensional ETF Trust (4.9%). Compared with Q1 2026, the fund added to VUG, VTV and VEA, trimmed MOAT, IVW and IVE and sold out of XOM, IWP and ACN.

Reported value$1B+12.8% vs last quarter
Stocks held29623 new · 13 sold out
Top 5 weight28.3%spread out
Turnover13%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VUG
Vanguard Index Fds
$86.8M8.3%1M+842K (+507%)8 of 8
2
VTV
Vanguard Index Fds
$61.8M5.9%284K+11K (+4%)8 of 8
3
DIMENSIONAL ETF TRUST
$50.9M4.9%1.1M+44K (+4%)8 of 8
4
MOAT
Vaneck Morningstar Wide Moat ETF
$49.5M4.8%476K−3,017 (−1%)8 of 8
5
VEA
Vanguard Tax-Managed Fds
$45.2M4.3%635K+6,561 (+1%)8 of 8
6
DFAX
Dimensional ETF Trust
$39.3M3.8%1.1M+49K (+5%)8 of 8
7
BND
Vanguard BD Index Fds
$35.8M3.4%487K+9,653 (+2%)8 of 8
8
IVW
Ishares TR
$32.3M3.1%235K−4,542 (−2%)8 of 8
9
QUAL
Ishares TR
$25.7M2.5%117K+2,100 (+2%)8 of 8
10
IVE
Ishares TR
$23.5M2.3%104K−225 (−0%)8 of 8
🔒 286 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$1.8M11K
HONEYWELL INTL INC
$1.1M4,976
IWP
Ishares TR
$379K2,961
ACN
Accenture PLC Ireland
$319K1,606
DOW
Dow Inc
$296K7,113

🔒 Free account: see all 13.

Reported value

last 8 quarters
$731MQ3 '24
$738MQ4 '24
$736MQ1 '25
$806MQ2 '25
$878MQ3 '25
$914MQ4 '25
$924MQ1 '26
$1BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 11, 202613F-HRQ2 2026SEC filing ↗

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Cahill Financial Advisors 13F FAQ

What does Cahill Financial Advisors own?

Cahill Financial Advisors reported 296 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VUG (8.3%), VTV (5.9%) and Dimensional ETF Trust (4.9%). The table above lists every position in the filing (the top 10 without an account).

What did Cahill Financial Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 23 new positions, 108 added to, 104 trimmed and 13 sold out. It sold all of XOM, IWP and ACN.

When will Cahill Financial Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Cahill Financial Advisors's portfolio worth?

The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.