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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBM INTERNATIONAL BUSINESS MACHS Technology 866.0 $244K 0.11% NEW $281.21 -16.5%
2 INNOVATOR ETFS TRUST 11,530.0 $228K 0.11% NEW $19.75
3 INNOVATOR ETFS TRUST 10,694.0 $227K 0.11% NEW $21.23
4 VGT VANGUARD WORLD FD 1,768.0 $211K 0.10% NEW $119.52 +1.1%

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%