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Portfolio (Quarterly) Guide ↗

Cassaday & Co Wealth Management LLC

· CIK 0001963612
13F Portfolio $5.3B AUM 1,319 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 21 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RGA REINSURANCE GROUP AMER INC Financial Services 700.0 $149K 0.00% NEW $212.65 +14.9%
402 SLB SLB LIMITED Energy 3,194.0 $148K 0.00% NEW $46.49 +14.5%
403 LALT FIRST TR EXCHNG TRADED FD VI 6,160.0 $148K 0.00% NEW $24.03 +1.5%
404 URE PROSHARES TR 2,146.0 $148K 0.00% NEW $68.74 +1.9%
405 FNV FRANCO NEV CORP Basic Materials 702.0 $146K 0.00% NEW $208.36 +11.8%
406 GINN GOLDMAN SACHS ETF TR 1,854.0 $146K 0.00% NEW $78.77 +3.3%
407 WSBC WESBANCO INC Financial Services 3,643.0 $142K 0.00% NEW $39.03 +8.1%
408 SNA SNAP ON INC Industrials 352.0 $142K 0.00% NEW $402.40 -1.7%
409 IDN INTELLICHECK MOBILISA INC Technology 34,530.0 $142K 0.00% NEW $4.10 -27.6%
410 EFA ISHARES TR 1,362.0 $141K 0.00% NEW $103.85 +3.3%
411 TROW PRICE T ROWE GROUP INC Financial Services 1,243.0 $141K 0.00% NEW $113.69 -3.0%
412 AXTI AXT INC Technology 1,960.0 $141K 0.00% NEW $72.08 +14.2%
413 SCHM SCHWAB STRATEGIC TR 3,768.0 $139K 0.00% NEW $36.87 -2.2%
414 VMC VULCAN MATLS CO Basic Materials 468.0 $138K 0.00% NEW $295.26 -8.0%
415 CXSE WISDOMTREE TR 3,537.0 $138K 0.00% NEW $38.88 -0.3%
416 PPA INVESCO EXCHANGE TRADED FD T 777.0 $137K 0.00% NEW $176.68 +3.3%
417 JBND J P MORGAN EXCHANGE TRADED F 2,554.0 $137K 0.00% NEW $53.50 -1.6%
418 SWKS SKYWORKS SOLUTIONS INC Technology 2,000.0 $136K 0.00% NEW $67.80 -0.5%
419 SEIC SEI INVTS CO Financial Services 1,524.0 $134K 0.00% NEW $87.71 +21.9%
420 VLTO VERALTO CORP Industrials 1,495.0 $133K 0.00% NEW $88.68 +8.3%
Page 21 of 66  ·  1,313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.2%
Technology 19.8%
Consumer Cyclical 8.8%
Communication Services 4.6%
Healthcare 4.6%
Industrials 4.1%
Consumer Defensive 3.7%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%