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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 1,078.0 $397K 0.18% -53.0 -4.7% $368.38 +7.7%
22 BCI ABRDN ETFS 16,684.0 $373K 0.17% -1K -6.8% $22.34 +16.6%
23 INNOVATOR ETFS TRUST 13,332.0 $366K 0.17% -134.0 -1.0% $27.46
24 VIG VANGUARD SPECIALIZED FUNDS 1,507.0 $357K 0.17% -200.0 -11.7% $236.62 +1.9%
25 JEPQ J P MORGAN EXCHANGE TRADED F 5,647.0 $347K 0.16% -66.0 -1.2% $61.46 -4.0%
26 IEFA ISHARES TR 2,803.0 $271K 0.13% -38.0 -1.3% $96.57 +2.9%
27 MUB ISHARES TR 2,334.0 $251K 0.12% -599.0 -20.4% $107.62 -3.1%
28 SCHO SCHWAB STRATEGIC TR 10,306.0 $249K 0.12% -79.0 -0.8% $24.14 -0.6%
29 JANT AIM ETF PRODUCTS TRUST 5,551.0 $244K 0.11% -256.0 -4.4% $44.01 +2.1%
30 FOCT FIRST TR EXCHNG TRADED FD VI 4,596.0 $240K 0.11% -212.0 -4.4% $52.29 +2.4%
31 JULT AIM ETF PRODUCTS TRUST 4,723.0 $226K 0.10% -184.0 -3.8% $47.77 +1.7%
32 APRT AIM ETF PRODUCTS TRUST 4,898.0 $225K 0.10% -208.0 -4.1% $45.87 +1.8%
Page 2 of 2  ·  32 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%