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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACWV ISHARES INC 3,522.0 $423K 0.20% +180.0 +5.4% $120.23 +5.8%
42 NVDA NVIDIA CORPORATION Technology 1,972.0 $395K 0.18% +270.0 +15.9% $200.09 +8.7%
43 QQQ INVESCO QQQ TR Financial Services 492.0 $363K 0.17% +22.0 +4.7% $736.81 -4.0%
44 AMZN AMAZON COM INC Consumer Cyclical 1,426.0 $340K 0.16% +25.0 +1.8% $238.34 +7.0%
45 INNOVATOR ETFS TRUST 14,806.0 $333K 0.15% +2K +13.6% $22.51
46 BERKSHIRE HATHAWAY INC DEL 540.0 $270K 0.13% +55.0 +11.3% $500.39
47 USIG ISHARES TR 4,964.0 $255K 0.12% +185.0 +3.9% $51.29 -2.7%
Page 3 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%