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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VNQ	VANGUARD INDEX FDS	—	2,353	$227K	0.12%	SOLD

Sector Allocation

Technology 52.6%

Financial Services 26.6%

Consumer Cyclical 7.6%

Utilities 7.0%

Industrials 4.5%

Healthcare 1.9%