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Crystal Nye

Cahill Financial Advisors Inc

Assets Managed
$923.893M
Holdings
286
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
1.05%(2Q avg: 2.58%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cahill Financial Advisors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of Cahill Financial Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 923.893M in assets, with a quarterly growth rate of 1.05% and a 2-quarter average growth rate of 2.58%. The portfolio is managed by Crystal Nye, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -63.55%
7.85%
$72.48M
165,939 shares@ $436.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 10.46%
5.8%
$53.564M
273,007 shares@ $196.2 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -15.25%
5.02%
$46.345M
479,270 shares@ $96.7 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6.88%
4.65%
$42.882M
1.103M shares@ $38.86 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -6.21%
4.36%
$40.265M
628,350 shares@ $64.09 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -20.53%
3.81%
$35.182M
477,762 shares@ $73.65 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 6.08%
3.75%
$34.6M
1.019M shares@ $33.98 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -1.41%
2.93%
$27.046M
239,108 shares@ $113.12 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -4.5%
2.4%
$22.092M
115,176 shares@ $191.82 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -0.68%
2.38%
$21.928M
103,851 shares@ $211.15 avg price

1-10 of 286