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Ryan Cahill

@Cahill Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$193.769MTotal holdings50
Assets growth rate15.57%Assets growth rate (2-Q avg)6.58%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cahill Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Cahill Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 193.769M in assets, with a quarterly growth rate of 15.57% and a 2-quarter average growth rate of 6.58%. The portfolio is managed by Ryan Cahill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.04%
1.83%
$3.529M
6,151 shares@ $573.75 avg price
TLTIshares Tr
Recent Activity
Decreased -2.03%
1.5%
$2.894M
29,496 shares@ $98.11 avg price
CLPTClearpoint Neuro Inc
Recent Activity
Increased 0.02%
1.42%
$2.74M
244,422 shares@ $11.22 avg price
AGGIshares Tr
Recent Activity
Decreased -10.77%
1.41%
$2.732M
26,974 shares@ $101.28 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 0.05%
1.22%
$2.354M
83,652 shares@ $28.15 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 0.16%
1.07%
$2.069M
26,403 shares@ $78.38 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.07%
1.04%
$2.007M
49,387 shares@ $40.63 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -18.24%
0.97%
$1.87M
26,689 shares@ $70.07 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 13.33%
0.89%
$1.714M
60,871 shares@ $28.15 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 0.14%
0.82%
$1.572M
57,338 shares@ $27.41 avg price