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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDX VANECK ETF TRUST 35,635.0 $2.7M 1.25% +4K +12.6% $75.45 +25.5%
22 CGMS CAPITAL GRP FIXED INCM ETF T 97,908.0 $2.7M 1.24% +15K +18.8% $27.33 -1.4%
23 VCIT VANGUARD SCOTTSDALE FDS 27,761.0 $2.3M 1.07% +4K +19.3% $82.65 -2.7%
24 PPH VANECK ETF TRUST 18,863.0 $2.1M 0.96% +2K +10.6% $109.35 +4.7%
25 PFF ISHARES TR 56,257.0 $1.7M 0.80% +7K +14.8% $30.49 -1.3%
26 QDVO AMPLIFY ETF TR 57,312.0 $1.7M 0.80% +10K +22.1% $29.84 -1.4%
27 BNDX VANGUARD CHARLOTTE FDS 33,216.0 $1.6M 0.75% +2K +5.2% $48.43 -2.4%
28 PFXF VANECK ETF TRUST 87,363.0 $1.6M 0.72% +14K +18.7% $17.84 -1.2%
29 SCHX SCHWAB STRATEGIC TR 47,449.0 $1.4M 0.65% +570.0 +1.2% $29.43 +2.0%
30 DDFD INNOVATOR ETFS TRUST 51,363.0 $1.0M 0.48% +2K +4.5% $19.98 +1.3%
31 SPHY SPDR SERIES TRUST 43,335.0 $1.0M 0.47% +2K +4.9% $23.44 -1.3%
32 VTIP VANGUARD MALVERN FDS 18,214.0 $915K 0.42% +660.0 +3.8% $50.23 -1.1%
33 AAPL APPLE INC Technology 2,900.0 $839K 0.39% +330.0 +12.8% $289.39 +12.3%
34 DDFJ INNOVATOR ETFS TRUST 30,290.0 $599K 0.28% +237.0 +0.8% $19.77 +1.3%
35 PAAA PGIM ETF TR 10,922.0 $560K 0.26% +428.0 +4.1% $51.27 +0.1%
36 SCHP SCHWAB STRATEGIC TR 19,708.0 $522K 0.24% +1K +6.8% $26.50 -2.6%
37 VWOB VANGUARD WHITEHALL FDS 7,700.0 $518K 0.24% +395.0 +5.4% $67.24 -2.7%
38 EMLC VANECK ETF TRUST 19,995.0 $511K 0.24% +1K +7.0% $25.56 -0.5%
39 SEIQ SEI EXCHANGE TRADED FUNDS 11,508.0 $454K 0.21% +432.0 +3.9% $39.41 +6.5%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 583.0 $435K 0.20% +75.0 +14.8% $746.77 +2.0%
Page 2 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%