Portfolio (Quarterly) Guide ↗

Cassady Wealth & Retirement Planning, LLC

· CIK 0002121075

13F Portfolio $193M AUM 101 positions Filed May 18, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 43 Added 27 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBM	INTERNATIONAL BUSINESS MACHS	Technology	720	$213K	0.14%	SOLD

Sector Allocation

Technology 48.1%

Financial Services 27.5%

Consumer Cyclical 8.8%

Utilities 8.3%

Industrials 4.8%

Healthcare 2.4%