13F filer

Cahill Financial Advisors

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 1600327 SEC filings ↗

13F Value

$1.04B

Positions

296

Top Position

VUG8.3%

Top 5

28.2%

Latest filing changes

vs Mar 31, 2026

1 VTV Vanguard Morningstar Value Index Fund — ETF Shares +3.9%+$2.3M

2 DFAC Dimensional U.S. Core Equity 2 ETF +4.0%+$1.9M

3 DFAX Dimensional World ex U.S. Core Equity 2 ETF +4.8%+$1.8M

4 BAI iShares A.I. Innovation and Tech Active ETF +11.0%+$1.8M

5 USRT iShares Core U.S. REIT ETF +54.2%+$737K

Holdings296

#							Trend (4Q)
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	8.3%	$86.8M	—	1.01M	7.8%	—	ETF
2	VTV Vanguard Morningstar Value Index Fund — ETF Shares	5.9%	$61.8M	+3.9%	283.7K	5.8%		ETF
3	DFAC Dimensional U.S. Core Equity 2 ETF	4.9%	$50.9M	+4.0%	1.15M	4.6%		ETF
4	MOAT VanEck Morningstar Wide Moat ETF	4.8%	$49.5M	-0.6%	476.3K	5.0%		ETF
5	VEA Vanguard Developed Markets Index Fund — ETF Shares	4.3%	$45.2M	+1.0%	634.9K	4.4%		ETF
6	DFAX Dimensional World ex U.S. Core Equity 2 ETF	3.8%	$39.3M	+4.8%	1.07M	3.7%		ETF
7	BND Vanguard Total Bond Market Index Fund — ETF Shares	3.4%	$35.8M	+2.0%	487.4K	3.8%		ETF
8	IVW iShares S&P 500 Growth ETF	3.1%	$32.3M	-1.9%	234.6K	2.9%		ETF
9	QUAL iShares MSCI USA Quality Factor ETF	2.5%	$25.7M	+1.8%	117.3K	2.4%		ETF
10	IVE iShares S&P 500 Value ETF	2.3%	$23.5M	-0.2%	103.6K	2.4%		ETF
11	AAPL Apple	2.3%	$23.5M	-1.7%	81.2K	2.3%		Common Stock
12	CGXU Capital Group International Focus Equity ETF — Share Class	2.0%	$20.3M	-1.4%	587.4K	1.9%		ETF
13	FNDX Schwab Fundamental U.S. Large Company ETF	1.8%	$19.3M	+0.7%	619.7K	1.9%		ETF
14	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.8%	$18.5M	-3.8%	78.2K	1.9%		ETF
15	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.8%	$18.3M	+0.3%	227.3K	1.8%		ETF
16	BAI iShares A.I. Innovation and Tech Active ETF	1.7%	$18.0M	+11.0%	341.6K	1.1%		ETF
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 34,439 reported quantity $17,232,703 reported value	1.7%	$17.2M	-0.9%	34.4K	1.8%		Common Stock
18	FNDF Schwab Fundamental International Equity ETF	1.5%	$15.7M	+2.4%	297.9K	1.5%		ETF
19	AVEM Avantis Emerging Markets Equity ETF	1.5%	$15.2M	+4.3%	157.7K	1.3%		ETF
20	SCHD Schwab U.S. Dividend Equity ETF	1.2%	$12.0M	+6.2%	379.5K	1.2%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing11

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.