Institutional Fund
Cahill Financial Advisors Inc
Edina, MNCIK 16003275 filings on record
Portfolio Value
$923.89M
Q1 2026
Holdings
286
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+1.0%
from $914.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.8%
- Vanguard Index Fds5.8%
- Vaneck ETF Trust5.0%
- Dimensional ETF Trust4.6%
- Vanguard Tax-Managed Fds4.4%
- Vanguard Bd Index Fds3.8%
- Other68.5%
Portfolio Holdings
286 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 165.9K | $72.48M | 7.8% | −289.3K | Reduced |
| 2 | Vanguard Index Fds | 273.0K | $53.56M | 5.8% | +25.8K | Added |
| 3 | Vaneck ETF Trust | 479.3K | $46.34M | 5.0% | −86.3K | Reduced |
| 4 | Dimensional ETF Trust | 1.10M | $42.88M | 4.6% | +71.0K | Added |
| 5 | Vanguard Tax-Managed Fds | 628.4K | $40.26M | 4.4% | −41.6K | Reduced |
| 6 | Vanguard Bd Index Fds | 477.8K | $35.18M | 3.8% | −123.5K | Reduced |
| 7 | Dimensional ETF Trust | 1.02M | $34.60M | 3.7% | +58.3K | Added |
| 8 | Ishares Tr | 239.1K | $27.05M | 2.9% | −3.4K | Reduced |
| 9 | Ishares Tr | 115.2K | $22.09M | 2.4% | −5.4K | Reduced |
| 10 | Ishares Tr | 103.9K | $21.93M | 2.4% | −716 | Reduced |
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