CAHILL FINANCIAL ADVISORS INC

Q1 2026 13F-HR Holdings

Location
Edina, MN
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
286
Total value ($000)
$923,893
Net value change ($000)
+9,576 (1.0%)
New positions
13
Sold out positions
8
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVEM 11,909 4253.2%
BAI 10,137 NEW
VTV 6,356 13.5%
MINT 3,218 41.4%
DFAX 3,171 10.1%
DFAC 2,006 4.9%
SCHD 1,550 16.5%
BND 1,393 4.1%
FNDF 1,376 10.7%
JMUB 1,227 22.3%
Top Reduces (Value $000, Stocks/ETFs)
IYW -10,650 -77.0%
VUG -9,487 -11.6%
IVW -2,848 -9.5%
QUAL -1,863 -7.8%
AAPL -1,669 -7.4%
VEA -1,589 -3.8%
SCHG -1,323 -13.5%
MOAT -1,306 -2.7%
MSFT -1,259 -23.1%
BSV -1,253 -11.1%
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