# EDGAR Filing Document

**Accession Number:** 0001927960
**File Stem:** 0001172661-23-001229
**Filing Date:** 2023-2
**Character Count:** 8556
**Document Hash:** 493d3f591c6d93df59a6f56837ac7826
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-001229.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001172661-23-001229

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cahill Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001927960
- **IRS NUMBER:** 204973373
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22472
- **FILM NUMBER:** 23627182

**BUSINESS ADDRESS:**
- **STREET 1:** 5831 OAKLAND DRIVE
- **CITY:** PORTAGE
- **STATE:** MI
- **ZIP:** 49024
- **BUSINESS PHONE:** 269-321-6600

**MAIL ADDRESS:**
- **STREET 1:** 5831 OAKLAND DRIVE
- **CITY:** PORTAGE
- **STATE:** MI
- **ZIP:** 49024

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cahill Wealth Management LLC<br>**Address:** 5831 Oakland Drive<br>Portage, MI 49024

**Form 13F File Number:** 028-22472

**CRD Number (if applicable):** 000134508

**SEC File Number (if applicable):** 801-64009

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Cahill<br>**Title:** Managing Member/Chief Compliance Officer<br>**Phone:** 269-321-6600

**Signature, Place, and Date of Signing:**

Ryan Cahill  Portage, MI  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $137637541

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 418006 | 4199 | SH |  | SOLE |  | 0 | 0 | 4199 |
| APPLE INC | COM | 037833100 |  | 2872188 | 18669 | SH |  | SOLE |  | 0 | 0 | 18669 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 10483000 | 22 | SH |  | SOLE |  | 0 | 0 | 22 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 209265 | 667 | SH |  | SOLE |  | 0 | 0 | 667 |
| CLEARPOINT NEURO INC | COM | 18507C103 |  | 1499440 | 159855 | SH |  | SOLE |  | 0 | 0 | 159855 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 7893556 | 299793 | SH |  | SOLE |  | 0 | 0 | 299793 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 866643 | 36201 | SH |  | SOLE |  | 0 | 0 | 36201 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1095974 | 46737 | SH |  | SOLE |  | 0 | 0 | 46737 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 4803464 | 173098 | SH |  | SOLE |  | 0 | 0 | 173098 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 824783 | 14549 | SH |  | SOLE |  | 0 | 0 | 14549 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1124261 | 41394 | SH |  | SOLE |  | 0 | 0 | 41394 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 409785 | 17520 | SH |  | SOLE |  | 0 | 0 | 17520 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 898574 | 30679 | SH |  | SOLE |  | 0 | 0 | 30679 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 1808437 | 74483 | SH |  | SOLE |  | 0 | 0 | 74483 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 1898867 | 11539 | SH |  | SOLE |  | 0 | 0 | 11539 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 412114 | 1730 | SH |  | SOLE |  | 0 | 0 | 1730 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 265164 | 2862 | SH |  | SOLE |  | 0 | 0 | 2862 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 225377 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6708257 | 25194 | SH |  | SOLE |  | 0 | 0 | 25194 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1055554 | 10124 | SH |  | SOLE |  | 0 | 0 | 10124 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2331589 | 23618 | SH |  | SOLE |  | 0 | 0 | 23618 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 915102 | 15088 | SH |  | SOLE |  | 0 | 0 | 15088 |
| ISHARES TR | CORE S ETF | 464287200 |  | 51121304 | 123249 | SH |  | SOLE |  | 0 | 0 | 123249 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7585686 | 72265 | SH |  | SOLE |  | 0 | 0 | 72265 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 764281 | 2061 | SH |  | SOLE |  | 0 | 0 | 2061 |
| MODERNA INC | COM | 60770K107 |  | 533646 | 3112 | SH |  | SOLE |  | 0 | 0 | 3112 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1015545 | 20896 | SH |  | SOLE |  | 0 | 0 | 20896 |
| SENSUS HEALTHCARE INC | COM | 81728J109 |  | 404020 | 57065 | SH |  | SOLE |  | 0 | 0 | 57065 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2713057 | 6572 | SH |  | SOLE |  | 0 | 0 | 6572 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 1212889 | 23712 | SH |  | SOLE |  | 0 | 0 | 23712 |
| STRYKER CORPORATION | COM | 863667101 |  | 1222814 | 4580 | SH |  | SOLE |  | 0 | 0 | 4580 |
| TRANSCODE THERAPEUTICS INC | COM | 89357L105 |  | 22946 | 47060 | SH |  | SOLE |  | 0 | 0 | 47060 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 1910796 | 25309 | SH |  | SOLE |  | 0 | 0 | 25309 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 5145442 | 70418 | SH |  | SOLE |  | 0 | 0 | 70418 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 7913455 | 38146 | SH |  | SOLE |  | 0 | 0 | 38146 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 415354 | 1095 | SH |  | SOLE |  | 0 | 0 | 1095 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 624824 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 404313 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 952596 | 4693 | SH |  | SOLE |  | 0 | 0 | 4693 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 555684 | 10270 | SH |  | SOLE |  | 0 | 0 | 10270 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 221497 | 5345 | SH |  | SOLE |  | 0 | 0 | 5345 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 428537 | 5658 | SH |  | SOLE |  | 0 | 0 | 5658 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 252224 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 760381 | 16675 | SH |  | SOLE |  | 0 | 0 | 16675 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 |  | 217815 | 9750 | SH |  | SOLE |  | 0 | 0 | 9750 |
| XPEL INC | COM | 98379L100 |  | 1956257 | 25135 | SH |  | SOLE |  | 0 | 0 | 25135 |
| ZOETIS INC | CL A | 98978V103 |  | 262778 | 1611 | SH |  | SOLE |  | 0 | 0 | 1611 |

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