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Portfolio (Quarterly) Guide ↗

Cassady Wealth & Retirement Planning, LLC

· CIK 0002121075
13F Portfolio $215M AUM 104 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 47 Added 32 Reduced 1 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 141,516.0 $14.2M 6.62% +2K +1.7% $100.67 -0.3%
2 CGDV CAPITAL GROUP DIVIDEND VALUE 197,506.0 $9.7M 4.53% +11K +6.1% $49.28 +0.5%
3 VEA VANGUARD TAX-MANAGED FDS 117,852.0 $8.4M 3.90% +8K +7.5% $71.25 +1.2%
4 PJUN INNOVATOR ETFS TRUST 162,215.0 $7.0M 3.26% +119K +272.0% $43.23 +1.4%
5 LVHI LEGG MASON ETF INVT 134,757.0 $5.5M 2.54% +2K +1.7% $40.59 +6.0%
6 SMH VANECK ETF TRUST 8,229.0 $5.4M 2.51% +469.0 +6.0% $655.91 -16.9%
7 PMAY INNOVATOR ETFS TRUST 128,436.0 $5.3M 2.47% +45K +54.4% $41.30 +1.7%
8 DIVO AMPLIFY ETF TR 115,977.0 $5.3M 2.46% +10K +9.8% $45.70 +5.3%
9 QDPL PACER FDS TR 107,611.0 $4.9M 2.25% +11K +11.1% $45.07 +1.7%
10 BND VANGUARD BD INDEX FDS 65,977.0 $4.8M 2.25% +3K +5.3% $73.41 -2.2%
11 JOET VIRTUS ETF TR II 96,521.0 $4.5M 2.08% +11K +13.5% $46.28 -2.4%
12 PWRD TCW ETF TRUST 36,280.0 $4.5M 2.08% +4K +12.2% $122.96 -15.3%
13 CGGR CAPITAL GROUP GROWTH ETF 92,081.0 $4.3M 2.02% +11K +13.7% $47.20 -1.7%
14 CGBL CAPITAL GROUP CORE BALANCED 110,393.0 $4.2M 1.95% +3K +2.7% $37.96 -0.6%
15 XBI SPDR SERIES TRUST 23,412.0 $3.7M 1.72% +2K +10.7% $158.25 +3.3%
16 VUG VANGUARD INDEX FDS 42,525.0 $3.7M 1.70% +4K +9.1% $86.14 +1.4%
17 XMHQ INVESCO EXCHANGE TRADED FD T 30,315.0 $3.4M 1.59% +890.0 +3.0% $112.88 +3.1%
18 CALF PACER FDS TR 66,527.0 $3.4M 1.57% +7K +10.9% $50.61 +13.2%
19 BUG GLOBAL X FDS 79,830.0 $3.0M 1.42% +10K +13.8% $38.19 +8.8%
20 SEIX VIRTUS ETF TR II 122,878.0 $2.8M 1.32% +20K +19.6% $23.13 +0.7%
Page 1 of 3  ·  47 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
Technology 52.6%
Financial Services 26.6%
Consumer Cyclical 7.6%
Utilities 7.0%
Industrials 4.5%
Healthcare 1.9%