CAHILL FINANCIAL ADVISORS INC

Q2 2026 13F-HR Holdings

Location
Edina, MN
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
296
Total value ($000)
$1,041,799
Net value change ($000)
+117,906 (12.8%)
New positions
23
Sold out positions
13
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 14,344 19.8%
VTV 8,268 15.4%
DFAC 8,009 18.7%
BAI 7,870 77.6%
IVW 5,214 19.3%
VEA 4,972 12.3%
DFAX 4,714 13.6%
QUAL 3,642 16.5%
MOAT 3,166 6.8%
AVEM 3,031 24.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,828 -100.0%
HON -1,125 -100.0%
JPST -690 -33.1%
NOG -609 -37.9%
PID -500 -11.4%
IWP -379 -100.0%
LMT -337 -19.7%
ACN -319 -100.0%
DOW -296 -100.0%
TSCO -283 -100.0%
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