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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
SYKStryker Corporation
Recent Activity
Decreased -7.53%
0.77%
$1.48M
4,096 shares@ $361.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 127.04%
0.7%
$1.345M
2,922 shares@ $460.27 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -19.28%
0.64%
$1.222M
18,363 shares@ $66.53 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.18%
0.63%
$1.207M
18,606 shares@ $64.87 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.19%
0.53%
$1.018M
2,061 shares@ $493.81 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.13%
0.5%
$956,595
4,033 shares@ $237.2 avg price
VKTXViking Therapeutics Inc
Recent Activity
Increased 9.51%
0.46%
$872,412
13,780 shares@ $63.32 avg price
SCZIshares Tr
Recent Activity
Decreased -9.99%
0.45%
$868,489
12,828 shares@ $67.71 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -0.04%
0.41%
$778,409
19,612 shares@ $39.7 avg price
AQSTAquestive Therapeutics Inc
Recent Activity
Increased 20.57%
0.37%
$711,846
142,941 shares@ $4.98 avg price