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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
IVVIshares Tr
Recent Activity
Increased 0.3%
36.81%
$71.315M
123,635 shares@ $576.82 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 5.14%
9.09%
$17.602M
513,335 shares@ $34.29 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
New Position
6.07%
$11.75M
17 shares@ $691180.0 avg price
IJRIshares Tr
Recent Activity
Increased 5.02%
5.55%
$10.742M
91,843 shares@ $116.96 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.79%
5.33%
$10.313M
36,422 shares@ $283.17 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 5.29%
4.12%
$7.97M
258,767 shares@ $30.8 avg price
IJHIshares Tr
Recent Activity
Decreased -0.38%
4.03%
$7.79M
125,000 shares@ $62.32 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 22.38%
3%
$5.804M
182,617 shares@ $31.79 avg price
AAPLApple Inc
Recent Activity
Decreased -0.06%
2.3%
$4.45M
19,099 shares@ $233.01 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -7.81%
2.06%
$3.99M
53,123 shares@ $75.12 avg price