CAHILL FINANCIAL ADVISORS INC

Q3 2025 13F-HR Holdings

Location
Edina, MN
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
288
Total value ($000)
$878,344
Net value change ($000)
+72,677 (9.0%)
New positions
21
Sold out positions
6
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/7/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 7,173 10.6%
DFAC 5,272 20.3%
AAPL 4,632 27.8%
DFAX 3,778 16.5%
VTV 2,937 7.3%
VEA 2,571 7.9%
IVV 2,293 77.2%
CGXU 2,069 13.2%
MOAT 2,066 4.9%
IVW 1,770 6.2%
Top Reduces (Value $000, Stocks/ETFs)
BSV -834 -6.9%
COWZ -486 -100.0%
RSP -464 -18.6%
AVLV -336 -100.0%
JEPQ -334 -31.7%
FLTB -301 -36.0%
HELO -296 -20.0%
IBM -276 -22.7%
DOW -258 -100.0%
SCHH -247 -42.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type