Cahill Wealth Management, LLC

CIK

1927960

Location

Portage, MI

Portfolio Value

Micro $3,085,308

Diversification

Diversified

Filing Date

Global Rank

#7,225 / 7,977 ▲ 36

Top Industry

Medical Devices 31.5%

3Y Alpha vs SPY

-9.6%

Period ended 1 year ago

Filed May 12, 2025 · 1y

13 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.3%

SPY

+76.5%

Annualised alpha

-9.7%

Max drawdown

−25.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

22.5%

−1.8 pts

Top 5

75.6%

−1.9 pts

Top 10

94.5%

+0.2 pts

HHI

1,417

Diversified−66

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Healthcare	32.5%	$6,029,217	6
Technology	22.5%	$4,173,822	1
Unclassified	20.8%	$3,861,469	1
Financial Services	16.6%	$3,085,308	2
Consumer Cyclical	3.5%	$646,693	1
Consumer Defensive	3.0%	$556,198	2
Communication Services	1.2%	$224,537	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AQST	Aquestive Therapeutics, Inc.	+75,330	218,381	$633,304
VKTX	Viking Therapeutics, Inc.	+5,991	21,286	$514,056
TMDX	TransMedics Group, Inc.	+3,067	8,987	$604,645
CLPT	ClearPoint Neuro, Inc.	+925	245,347	$2,917,175
SPY	Spdr S&P 500 ETF Trust	+751	6,903	$3,861,469
COST	Costco Wholesale Corp /New	+20	337	$318,727
ZTS	Zoetis Inc.	+1	1,455	$239,565
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SYK	Stryker Corp	−1,086	3,010	$1,120,472
WMT	Walmart Inc.	−474	2,705	$237,471
AAPL	Apple Inc.	−306	18,790	$4,173,822
GOOGL	Alphabet Inc.	−200	1,452	$224,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $3,085,308 total · Financial Services only · as of Mar 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,672	0	$1,955,633	+17.5%	63.39%
MA	Mastercard Inc Financial Services	Held	2,061	0	$1,129,675	+4.1%	36.61%