What does CAHILL FINANCIAL ADVISORS INC hold?

CAHILL FINANCIAL ADVISORS INC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1600327.

What is CAHILL FINANCIAL ADVISORS INC's AUM?

CAHILL FINANCIAL ADVISORS INC reported approximately $1.0B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.8B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source CAHILL FINANCIAL ADVISORS INC's holdings?

All CAHILL FINANCIAL ADVISORS INC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1600327. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CAHILL FINANCIAL ADVISORS INC's 13F data updated on 13F Pro?

CAHILL FINANCIAL ADVISORS INC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CAHILL FINANCIAL ADVISORS INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1600327

Institutional-grade research for retail investors

Sector Allocation

Other82.7%$861.4M
Financials7.3%$76.0M
Technology5.1%$53.5M
Industrials1.5%$16.1M
Healthcare1.3%$13.7M
Consumer Discretionary0.6%$5.7M
Energy0.5%$5.3M
Consumer Staples0.5%$4.9M
Materials0.2%$1.9M
Utilities0.1%$1.4M

AUM History

13fpro.ai/research/fund/cahill-financial-advisors-inc-1600327

Conviction and streaks

Stable · top 10 = 43.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold8.3% weight · held 10 quarters

$Conviction hold5.9% weight · held 10 quarters

$Conviction hold4.9% weight · held 10 quarters

$Conviction hold4.8% weight · held 10 quarters

$Conviction hold4.3% weight · held 10 quarters

$Accumulating+83% shares · 9 quarters running

$Accumulating+487% shares · 9 quarters running

$WTAccumulating+45% shares · 9 quarters running

$Accumulating+205% shares · 9 quarters running

$Accumulating+9% shares · 9 quarters running

$Trimming-28% shares · 9 quarters running

$Trimming-66% shares · 9 quarters running

$RCLTrimming-50% shares · 9 quarters running

$IBMTrimming-54% shares · 9 quarters running

$MAINTrimming-60% shares · 9 quarters running

Largest positions — Q2 2026

VANGUARD
$86.8M
VANGUARD
$61.8M
DIMENSIONAL
$50.9M
VANECK
$49.5M
VANGUARD
$45.2M
DIMENSIONAL
$39.3M
VANGUARD
$35.8M
ISHARES
$32.3M
ISHARES
$25.7M
ISHARES
$23.5M
AAPL
$23.5M
CAPITAL
$20.3M
SCHWAB
$19.3M
VANGUARD
$18.5M
VANGUARD
$18.3M
ISHARES
$18.0M
BRK.B
$17.2M
SCHWAB
$15.7M
AVANTIS
$15.2M
SCHWAB
$12.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cahill-financial-advisors-inc-1600327

CAHILL FINANCIAL ADVISORS INC 13F holdings — Q2 2026

$1.0B portfolio (+12.8% QoQ) · 296 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

1
VANGUARD GROWTH INDEX FUND - ETF
$86.8M
8.3% of stocks
+507%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD VALUE ETF - ETF
$61.8M
5.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF
$50.9M
4.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF - ETF
$49.5M
4.8% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$45.2M
4.3% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF
$39.3M
3.8% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD TOTAL BOND MARKET INDEX FUND - ETF
$35.8M
3.4% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES S&P 500 GROWTH ETF - ETF
$32.3M
3.1% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES MSCI USA QUALITY FACTOR ETF - ETF
$25.7M
2.5% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES S&P 500 VALUE ETF - ETF
$23.5M
2.3% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD GROWTH INDEX FUND - ETF	$86.8M	8.3%	+507%	—	—	—	—
2	VANGUARD VALUE ETF - ETF	$61.8M	5.9%	+4%	—	—	—	—
3	DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF	$50.9M	4.9%	+4%	—	—	—	—
4	VANECK VECTORS MORNINGSTAR WIDE MOAT ETF - ETF	$49.5M	4.8%	-0.6%	—	—	—	—
5	VANGUARD FTSE DEVELOPED MARKETS ETF - ETF	$45.2M	4.3%	+1%	—	—	—	—
6	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF	$39.3M	3.8%	+5%	—	—	—	—
7	VANGUARD TOTAL BOND MARKET INDEX FUND - ETF	$35.8M	3.4%	+2%	—	—	—	—
8	ISHARES S&P 500 GROWTH ETF - ETF	$32.3M	3.1%	-2%	—	—	—	—
9	ISHARES MSCI USA QUALITY FACTOR ETF - ETF	$25.7M	2.5%	+2%	—	—	—	—
10	ISHARES S&P 500 VALUE ETF - ETF	$23.5M	2.3%	-0.2%	—	—	—	—

All holdings — CAHILL FINANCIAL ADVISORS INC (Q2 2026)

Sort

296 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$AAPL	Apple Inc.	Technology	$23.5M	2.3%	81K	-2%	10+ qtrs	75.7	13F
12	—	CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF - ETFetf/fund	—	$20.3M	1.9%	587K	-1%	—	—	13F
13	—	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF - ETFetf/fund	—	$19.3M	1.9%	620K	+0.7%	—	—	13F
14	—	VANGUARD DIVIDEND APPRECIATION INDEX FUND - ETFetf/fund	—	$18.5M	1.8%	78K	-4%	—	—	13F
15	—	VANGUARD MID-CAP ETF - ETFetf/fund	—	$18.3M	1.8%	227K	+301%	—	—	13F
16	—	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETFetf/fund	—	$18.0M	1.7%	342K	+11%	—	—	13F
17	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$17.2M	1.6%	34K	-0.9%	10+ qtrs	73.5	13F
18	—	SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF - ETFetf/fund	—	$15.7M	1.5%	298K	+2%	—	—	13F
19	—	AVANTIS EMERGING MARKETS EQUITY ETF - ETFetf/fund	—	$15.2M	1.5%	158K	+4%	—	—	13F
20	—	SCHWAB US DIVIDEND EQUITY ETF - ETFetf/fund	—	$12.0M	1.2%	380K	+6%	—	—	13F
21	—	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETFetf/fund	—	$11.5M	1.1%	114K	+4%	—	—	13F
22	—	AVANTIS U.S. SMALL CAP VALUE ETF - ETFetf/fund	—	$11.1M	1.1%	89K	+1%	—	—	13F
23	—	SCHWAB U.S. LARGE-CAP GROWTH ETF - ETFetf/fund	—	$10.0M	1.0%	295K	+1%	—	—	13F
24	$META	Meta Platforms, Inc.note	Technology	$10.0M	1.0%	128K	+0.2%	10+ qtrs	78.0	13F
25	—	SCHWAB U.S. LARGE-CAP ETF - ETFetf/fund	—	$7.8M	0.8%	265K	-2%	—	—	13F
26	—	JPMORGAN MUNICIPAL ETF - ETF	—	$6.9M	0.7%	136K	+0.7%
27	$IVZ	Invesco Ltd.	Financials	$6.7M	0.6%	47K	-0.1%
28	—	SCHWAB U.S. LARGE-CAP VALUE ETF - ETF	—	$6.4M	0.6%	184K	+0.5%
29	—	MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF - ETF	—	$6.1M	0.6%	192K	-0.4%
30	—	JPMORGAN EQUITY PREMIUM INCOME ETF - ETF	—	$5.9M	0.6%	104K	-0.2%
31	$GS	GOLDMAN SACHS GROUP INC	Financials	$5.7M	0.5%	57K	+10%
32	—	MATTHEWS PACIFIC TIGER ACTIVE ETF - ETF	—	$5.6M	0.5%	123K	+0.5%
33	$WT	WisdomTree, Inc.	Financials	$5.5M	0.5%	57K	-1%
34	—	SCHWAB INTERNATIONAL EQUITY ETF - ETF	—	$5.5M	0.5%	197K	+4%
35	$WT	WisdomTree, Inc.	Financials	$5.4M	0.5%	99K	-1%
36	$WT	WisdomTree, Inc.	Financials	$5.0M	0.5%	89K	+2%
37	—	ISHARES MSCI EAFE VALUE ETF - ETF	—	$4.9M	0.5%	64K	-0.2%
38	—	VANGUARD FTSE EMERGING MARKETS ETF - ETF	—	$4.9M	0.5%	81K	-2%
39	—	VANGUARD SMALL-CAP VALUE ETF - ETF	—	$4.8M	0.5%	20K	+0.1%
40	—	RUNNING OAK EFFICIENT GROWTH ETF - ETF	—	$4.5M	0.4%	139K	+4%
41	—	ISHARES CORE S&P 500 ETF - ETF	—	$4.5M	0.4%	5,949	-6%
42	—	ISHARES CORE HIGH DIVIDEND ETF - ETF	—	$4.4M	0.4%	161K	+396%
43	—	SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF - ETF	—	$4.4M	0.4%	139K	+13%
44	$MSFT	MICROSOFT CORP	Technology	$4.3M	0.4%	12K	+2%
45	—	ISHARES CORE S&P MID-CAP ETF - ETF	—	$4.2M	0.4%	55K	-2%
46	—	ISHARES U.S. TECHNOLOGY ETF - ETF	—	$4.1M	0.4%	16K	-7%
47	$SPY	SPDR S&P 500 ETF TRUST	—	$4.1M	0.4%	5,481	+0.1%
48	—	SCHWAB U.S. SMALL-CAP ETF - ETF	—	$4.1M	0.4%	113K	-4%
49	—	SCHWAB US AGGREGATE BOND ETF - ETF	—	$3.9M	0.4%	168K	+7%
50	$IVZ	Invesco Ltd.	Financials	$3.9M	0.4%	175K	-11%
51	—	ISHARES RUSSELL 3000 ETF - ETF	—	$3.9M	0.4%	9,031	+0.1%
52	—	ISHARES RUSSELL 2000 ETF - ETF	—	$3.7M	0.4%	12K	-0.5%
53	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$3.5M	0.3%	4,714	+0.5%
54	—	SPDR PORTFOLIO AGGREGATE BOND ETF - ETF	—	$3.5M	0.3%	136K	+5%
55	—	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF - ETF	—	$3.4M	0.3%	36K	+0.8%
56	—	ISHARES CORE S&P SMALL CAP ETF - ETF	—	$3.2M	0.3%	22K	-2%
57	—	VANGUARD TOTAL STOCK MARKET ETF - ETF	—	$3.1M	0.3%	8,437	+1%
58	—	ISHARES CORE S&P U.S. GROWTH ETF - ETF	—	$3.1M	0.3%	17K	-0.2%
59	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.0M	0.3%	13K	-2%
60	—	ISHARES RUSSELL MID-CAP ETF - ETF	—	$2.9M	0.3%	26K	-5%
61	—	VANGUARD TAX-EXEMPT BOND ETF - ETF	—	$2.8M	0.3%	56K	+19%
62	—	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - ETF	—	$2.8M	0.3%	75K	+5%
63	—	ISHARES MSCI EAFE GROWTH ETF - ETF	—	$2.7M	0.3%	22K	-0.1%
64	—	ISHARES RUSSELL 1000 ETF - ETF	—	$2.7M	0.3%	6,644	—
65	$ALPS	Alps Group Inc	Healthcare	$2.7M	0.3%	66K	+1%
66	—	ISHARES CORE GROWTH ALLOCATION ETF - ETF	—	$2.7M	0.3%	39K	+0.4%
67	$BIP	Brookfield Infrastructure Partners L.P.	Industrials	$2.6M	0.3%	72K	-0.1%
68	—	DIMENSIONAL US CORE EQUITY MARKET ETF - ETF	—	$2.6M	0.3%	51K	—
69	$NVDA	NVIDIA CORP	Technology	$2.6M	0.3%	13K	+2%
70	—	ISHARES NATIONAL MUNI BOND ETF - ETF	—	$2.6M	0.3%	24K	-3%
71	$IVZ	Invesco Ltd.	Financials	$2.5M	0.2%	76K	+0.1%
72	—	VANGUARD REAL ESTATE ETF - ETF	—	$2.5M	0.2%	26K	-4%
73	—	ISHARES CORE S&P U.S. VALUE ETF - ETF	—	$2.4M	0.2%	22K	+0.3%
74	—	VANGUARD INFORMATION TECHNOLOGY ETF - ETF	—	$2.4M	0.2%	20K	+704%
75	$STX	Seagate Technology Holdings plc	Technology	$2.4M	0.2%	2,463	—
76	$WT	WisdomTree, Inc.	Financials	$2.4M	0.2%	58K	-0.5%
77	$CAT	CATERPILLAR INC	Industrials	$2.3M	0.2%	2,166	-5%
78	$JPM	JPMORGAN CHASE & CO	Financials	$2.3M	0.2%	6,916	-0.5%
79	$IVZ	Invesco Ltd.	Financials	$2.2M	0.2%	10K	-0.5%
80	—	ISHARES MSCI EAFE ETF - ETF	—	$2.1M	0.2%	20K	-3%
81	—	VANGUARD SMALL-CAP ETF - ETF	—	$2.1M	0.2%	6,964	-4%
82	—	SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF - ETF	—	$2.1M	0.2%	53K	+4%
83	—	ISHARES CORE U.S. REIT ETF - ETF	—	$2.1M	0.2%	32K	+54%
84	—	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF - ETF	—	$2.1M	0.2%	45K	+31%
85	$MMM	3M CO	Healthcare	$2.1M	0.2%	13K	+0.1%
86	—	VANGUARD SMALL-CAP GROWTH INDEX FUND - ETF	—	$2.0M	0.2%	5,567	-1%
87	—	ISHARES U.S. PHARMACEUTICALS ETF - ETF	—	$2.0M	0.2%	20K	+0.1%
88	—	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF - ETF	—	$2.0M	0.2%	52K	+5%
89	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$2.0M	0.2%	4,776	-1%
90	$IVZ	Invesco Ltd.	Financials	$1.9M	0.2%	30K	-0.1%
91	—	JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF - ETF	—	$1.9M	0.2%	38K	+23%
92	—	SCHWAB U.S. MID-CAP ETF - ETF	—	$1.9M	0.2%	51K	+0.2%
93	—	ISHARES CORE MSCI EAFE ETF - ETF	—	$1.9M	0.2%	19K	-0.5%
94	—	SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF - ETF	—	$1.8M	0.2%	32K	-9%
95	$GOOG	Alphabet Inc.	Technology	$1.8M	0.2%	5,103	+2%
96	$WT	WisdomTree, Inc.	Financials	$1.8M	0.2%	35K	-1%
97	—	SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF - ETF	—	$1.8M	0.2%	37K	-7%
98	$MA	Mastercard Inc	Financials	$1.7M	0.2%	3,404	+0.0%
99	$V	VISA INC.	Financials	$1.7M	0.2%	4,980	+0.0%
100	—	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF - ETF	—	$1.7M	0.2%	37K	+22%
101	—	VANGUARD HIGH DIVIDEND YIELD ETF - ETF	—	$1.7M	0.2%	10K	-2%
102	—	BLACKROCK ETF TRUST II ISHARES HIGH YIE - ETF	—	$1.6M	0.2%	33K	+21%
103	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$1.6M	0.2%	5,153	-2%
104	—	VANGUARD S&P 500 ETF - ETF	—	$1.6M	0.2%	2,366	-3%
105	$USB	US BANCORP \DE\	Financials	$1.6M	0.2%	27K	-0.6%
106	—	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF	—	$1.6M	0.1%	9,753	-0.5%
107	—	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF	—	$1.6M	0.1%	20K	+14%
108	—	ISHARES CORE MSCI EMERGING MARKETS ETF - ETF	—	$1.5M	0.1%	18K	-3%
109	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.4M	0.1%	17K	+0.1%
110	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.4M	0.1%	10K	-3%
111	—	VANGUARD ESG U.S. STOCK ETF - ETF	—	$1.4M	0.1%	11K	-2%
112	—	JPMORGAN ULTRA-SHORT INCOME ETF - ETF	—	$1.4M	0.1%	28K	-33%
113	—	CAMBRIA GLOBAL EW ETF - ETF	—	$1.4M	0.1%	26K	—
114	$LMT	LOCKHEED MARTIN CORP	Industrials	$1.4M	0.1%	2,703	-5%
115	$DE	DEERE & CO	Industrials	$1.3M	0.1%	2,089	—
116	$TGT	TARGET CORP	Consumer Staples	$1.3M	0.1%	9,886	-4%
117	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.3M	0.1%	4,966	-2%
118	—	VANGUARD MID-CAP VALUE ETF - ETF	—	$1.3M	0.1%	6,338	+0.8%
119	$RTX	RTX Corp	Industrials	$1.2M	0.1%	6,409	-1%
120	—	VANGUARD ULTRA-SHORT BOND ETF - ETF	—	$1.2M	0.1%	24K	-5%
121	—	SCHWAB EMERGING MARKETS EQUITY ETF - ETF	—	$1.2M	0.1%	33K	-7%
122	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.2M	0.1%	10K	+0.2%
123	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.2M	0.1%	1,619	-0.2%
124	$IVZ	Invesco Ltd.	Financials	$1.1M	0.1%	38K	-7%
125	$AVGO	Broadcom Inc.	Technology	$1.1M	0.1%	3,017	+0.4%
126	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.1M	0.1%	1,203	-5%
127	—	ISHARES CORE TOTAL USD BOND MARKET ETF - ETF	—	$1.1M	0.1%	24K	+3%
128	—	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX - ETF	—	$1.1M	0.1%	4,069	-3%
129	$KMI	KINDER MORGAN, INC.	Energy	$1.0M	0.1%	33K	-3%
130	—	ISHARES INTERNATIONAL SELECT DIVIDEND ETF - ETF	—	$1.0M	0.1%	25K	+4%
131	—	ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF	—	$1.0M	0.1%	7,587	-2%
132	—	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF - ETF	—	$1.0M	0.1%	11K	-3%
133	$NOG	NORTHERN OIL & GAS, INC.	Energy	$997K	0.1%	55K	—
134	—	VANGUARD LARGE CAP ETF - ETF	—	$977K	0.1%	2,841	+0.0%
135	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$971K	0.1%	2,033	+0.3%
136	—	SCHWAB U.S. TIPS ETF - ETF	—	$946K	0.1%	36K	-0.5%
137	$TYG	TORTOISE ENERGY INFRASTRUCTURE CORP	Other	$924K	0.1%	22K	+0.8%
138	$ECL	ECOLAB INC.	Materials	$922K	0.1%	3,308	-0.4%
139	$EMR	EMERSON ELECTRIC CO	Industrials	$898K	0.1%	6,273	—
140	—	VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF	—	$887K	0.1%	10K	+1.0%
141	—	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF	—	$878K	0.1%	21K	+10%
142	$ALPS	Alps Group Inc	Healthcare	$877K	0.1%	13K	-20%
143	—	SCHWAB 1-5 YEAR CORPORATE BOND ETF - ETF	—	$874K	0.1%	35K	-0.1%
144	—	VANGUARD FINANCIALS INDEX FUND - ETF	—	$870K	0.1%	6,613	+2%
145	$HD	HOME DEPOT, INC.	Consumer Discretionary	$806K	0.1%	2,286	+0.4%
146	—	VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF	—	$804K	0.1%	17K	-5%
147	$MDT	Medtronic plc	Healthcare	$798K	0.1%	10K	-9%
148	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$790K	0.1%	2,809	-4%
149	—	SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF - ETF	—	$784K	0.1%	20K	-2%
150	—	ISHARES RUSSELL 1000 GROWTH ETF - ETF	—	$774K	0.1%	6,233	New

What changed in Q2 2026

Against the previous quarter's 13F: 20 new, 122 added to, 112 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (20)

ISHARES RUSSELL 1000 GROWTH ETF - ETF$774K
first bought this quarter
$HONAHoneywell Aerospace Inc.$549K
first bought this quarter
AVANTIS U.S. LARGE CAP VALUE ETF - ETF$345K
first bought this quarter
AVANTIS U.S SMALL CAP EQUITY ETF - ETF$338K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$289K
first bought this quarter
$MSMORGAN STANLEY$272K
first bought this quarter

+14 more in the Excel export

Added to (122)

VANGUARD GROWTH INDEX FUND - ETF+507%
now $86.8M
VANGUARD MID-CAP ETF - ETF+301%
now $18.3M
ISHARES CORE HIGH DIVIDEND ETF - ETF+396%
now $4.4M
VANGUARD VALUE ETF - ETF+4%
now $61.8M
VANGUARD INFORMATION TECHNOLOGY ETF - ETF+704%
now $2.4M
DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF+4%
now $50.9M

+116 more in the Excel export

Trimmed (112)

VANGUARD DIVIDEND APPRECIATION INDEX FUND - ETF-4%
now $18.5M
JPMORGAN ULTRA-SHORT INCOME ETF - ETF-33%
now $1.4M
ISHARES S&P 500 GROWTH ETF - ETF-2%
now $32.3M
$HONHONEYWELL INTERNATIONAL INC-51%
now $545K · held 10+ qtrs
$AAPLApple Inc.-2%
now $23.5M · held 10+ qtrs
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF - ETF-0.6%
now $49.5M

+106 more in the Excel export

Sold out (11)

ISHARES RUSSELL MID-CAP GROWTH ETFwas $379K
$ACNAccenture plcwas $319K
held 9+ qtrs
$DOWDOW INC.was $296K
held 1 qtr
$TSCOTRACTOR SUPPLY CO /DE/was $283K
PGIM AAA CLO ETFwas $241K
ISHARES FLEXIBLE INCOME ACTIVE ETFwas $235K

+5 more in the Excel export

Firm AUM (Form ADV): $1.8B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F CAHILL FINANCIAL ADVISORS INC has filed, 40 earlier quarters. Pick one to see what it held then.

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Is it too late to follow CAHILL FINANCIAL ADVISORS?

Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of CAHILL FINANCIAL ADVISORS's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-0.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

CAHILL FINANCIAL ADVISORS INC disclosed 296 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 11. The portfolio is most concentrated in Other (82.7% of disclosed assets). All figures are sourced directly from CAHILL FINANCIAL ADVISORS INC’s Form 13F-HR filing with the SEC under CIK 1600327.

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AI-Powered Hedge Fund Analysis: CAHILL FINANCIAL ADVISORS INC

13F Pro is an AI hedge fund tracker and stock research platform. For CAHILL FINANCIAL ADVISORS INC (SEC CIK: 1600327), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CAHILL FINANCIAL ADVISORS INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.