DOSSIER · 13F-HR · Q1 2026

CAHILL FINANCIAL ADVISORS INC

CAHILL FINANCIAL's asset manager based in London, UK — $924M in tracked AUM across 323 positions as of Q1 2026.

CF

CAHILL FINANCIAL·London, UK·Asset Manager

CIK 0001600327 · last filed Mar 31, 2026

Total AUM

$924M

▼ 13.8%

vs prior

Holdings

323

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of CAHILL FINANCIAL ADVISORS INC 13F Filing

1. Portfolio Overview

Cahill Financial Advisors Inc. reported a significant portfolio restructuring for the period ending September 30, 2025. The total portfolio value decreased sharply by 61.9%, dropping from $805.67 million to $307.31 million. This drastic reduction in assets under management (AUM) is likely driven by substantial client redemptions or large distributions rather than market depreciation alone,...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD GROWTH INDEX FUND

$72M166K7.8%

02

VANGUARD VALUE ETF

$54M273K5.8%

03

VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

$46M479K5.0%

04

DIMENSIONAL U.S. CORE EQUITY 2 ETF

$43M1.1M4.6%

05

VANGUARD FTSE DEVELOPED MARKETS ETF

$40M628K4.4%

06

VANGUARD TOTAL BOND MARKET INDEX FUND

$35M478K3.8%

07

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

$35M1.0M3.7%

08

ISHARES S&P 500 GROWTH ETF

$27M239K2.9%

09

ISHARES MSCI USA QUALITY FACTOR ETF

$22M115K2.4%

10

ISHARES S&P 500 VALUE ETF

$22M104K2.4%

Filing history

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