1y return+17.4%S&P 500 +20.9%
3y return+45.6%S&P 500 +68.5%
5y return+40.9%S&P 500 +74.5%
10y return+127.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $228 against $357 in the S&P 500.2
Cahill Financial Advisors IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Growth Index Fund | $86.8M | 8.3% | +1.2% |
| VTVVanguard Value Etf | $61.8M | 5.9% | +3.9% |
| Dimensional U.s. Core Equity 2 EtfCUSIP 25434V708 | $50.9M | 4.9% | +4.0% |
| MOATVaneck Vectors Morningstar Wide Moat Etf | $49.5M | 4.8% | |
| VEAVanguard Ftse Developed Markets Etf | $45.2M | 4.3% | +1.0% |
| DFAXDimensional World Ex U.s. Core Equity 2 Etf | $39.3M | 3.8% | +4.8% |
| BNDVanguard Total Bond Market Index Fund | $35.8M | 3.4% | +2.0% |
| IVWIshares S&p 500 Growth Etf | $32.3M | 3.1% | −1.9% |
| QUALIshares Msci Usa Quality Factor Etf | $25.7M | 2.5% | +1.8% |
| IVEIshares S&p 500 Value Etf | $23.5M | 2.3% | |
| AAPLApple Inc | $23.5M | 2.3% | −1.7% |
| CGXUCapital Group International Focus Equity Etf | $20.3M | 2.0% | −1.4% |
| FNDXSchwab Fundamental U.s. Large Company Index Etf | $19.3M | 1.8% | |
| VIGVanguard Dividend Appreciation Index Fund | $18.5M | 1.8% | −3.8% |
| VOVanguard Mid-cap Etf | $18.3M | 1.8% | |
| BAIIshares A.i. Innovation And Tech Active Etf | $18.0M | 1.7% | +11.0% |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $17.2M | 1.7% | |
| FNDFSchwab Fundamental International Large Company Index Etf | $15.7M | 1.5% | +2.4% |
| AVEMAvantis Emerging Markets Equity Etf | $15.2M | 1.5% | +4.3% |
| SCHDSchwab Us Dividend Equity Etf | $12.0M | 1.2% | +6.2% |
| MINTPimco Enhanced Short Maturity Active Exchange-traded Fund | $11.5M | 1.1% | +4.0% |
| AVUVAvantis U.s. Small Cap Value Etf | $11.1M | 1.1% | +1.1% |
| SCHGSchwab U.s. Large-cap Growth Etf | $10.0M | 1.0% | +1.5% |
| BSVVanguard Short-term Bond Etf | $10.0M | 1.0% | |
| SCHXSchwab U.s. Large-cap Etf | $7.8M | 0.7% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $23.5M |
| BRK/BBerkshire Hathaway Inc Del Cl B New | June 30, 2020 | +180.3% | $17.2M |
| SCHGSchwab U.s. Large-cap Growth Etf | June 30, 2020 | +166.6% | $10.0M |
| IVWIshares S&p 500 Growth Etf | June 30, 2020 | +165.1% | $32.3M |
| FNDXSchwab Fundamental U.s. Large Company Index Etf | June 30, 2020 | +153.3% | $19.3M |
| PKWInvesco Buyback Achievers Etf | June 30, 2020 | +146.8% | $6.7M |
| SCHXSchwab U.s. Large-cap Etf | June 30, 2020 | +138.3% | $7.8M |
| VBRVanguard Small-cap Value Etf | June 30, 2020 | +127.3% | $4.8M |
| FNDFSchwab Fundamental International Large Company Index Etf | June 30, 2020 | +122.2% | $15.7M |
| VTVVanguard Value Etf | June 30, 2020 | +118.8% | $61.8M |
Sold off last quarter
- Exxon Mobil CorporationCUSIP 30231G102 was $1.8M
- Honeywell International IncCUSIP 438516106 was $1.1M
- IWPIshares Russell Mid-cap Growth Etf was $379K
- Accenture PLCCUSIP G1151C101 was $319K
- DOWDow Jones Industrial Average was $296K
- TSCOTractor Supply Company was $283K
- PAAAPgim Aaa Clo Etf was $241K
- BINCIshares Flexible Income Active Etf was $235K
- GLDSpdr Gold Shares was $221K
- GGGGraco Inc Com was $219K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cahill Financial Advisors Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1600327&type=13F-HR&dateb=&owner=include&count=40CIK 1600327
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1600327/000160032726000007/Filed August 11, 2026 · accession 0001600327-26-000007