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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
Page 2 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PMAY INNOVATOR ETFS TRUST 83,194.0 $3.4M 1.75% $40.54 +2.1%
22 VUG VANGUARD INDEX FDS 38,983.0 $3.2M 1.68% +34K +646.1% $83.17 +4.7%
23 XMHQ INVESCO EXCHANGE TRADED FD T 29,425.0 $3.2M 1.64% +3K +11.2% $107.31 +4.4%
24 POCT INNOVATOR ETFS TRUST 67,842.0 $3.1M 1.59% -789.0 -1.1% $45.38 +2.2%
25 PJAN INNOVATOR ETFS TRUST 62,809.0 $3.0M 1.58% +31K +98.4% $48.50 +2.1%
26 CALF PACER FDS TR 59,964.0 $2.9M 1.49% +12K +25.2% $47.99 +4.3%
27 GDX VANECK ETF TRUST 31,648.0 $2.8M 1.45% +9K +39.2% $88.29 -1.1%
28 PAUG INNOVATOR ETFS TRUST 62,339.0 $2.8M 1.44% $44.70 +1.8%
29 XBI SPDR SERIES TRUST 21,141.0 $2.8M 1.44% +4K +25.4% $131.33 +3.8%
30 PJUL INNOVATOR ETFS TRUST 55,929.0 $2.7M 1.39% $47.96 +1.4%
31 IDEV ISHARES TR 28,287.0 $2.5M 1.29% -3K -10.9% $88.34 +1.9%
32 SEIX VIRTUS ETF TR II 102,698.0 $2.4M 1.24% +44K +75.3% $23.23 +0.2%
33 CGMS CAPITAL GRP FIXED INCM ETF T 82,451.0 $2.3M 1.17% +33K +65.8% $27.44 +0.3%
34 VCIT VANGUARD SCOTTSDALE FDS 23,267.0 $1.9M 1.00% +10K +69.9% $82.85 -0.2%
35 PSEP INNOVATOR ETFS TRUST 41,838.0 $1.9M 0.98% -2K -3.5% $45.13 +1.9%
36 PJUN INNOVATOR ETFS TRUST 43,608.0 $1.9M 0.97% $43.12 +0.5%
37 BUG GLOBAL X FDS 70,157.0 $1.9M 0.96% +23K +48.6% $26.55 +28.0%
38 PPH VANECK ETF TRUST 17,059.0 $1.7M 0.90% +3K +20.1% $101.85 +3.3%
39 PFF ISHARES TR 49,017.0 $1.5M 0.80% +18K +57.9% $31.45 -0.6%
40 BNDX VANGUARD CHARLOTTE FDS 31,558.0 $1.5M 0.79% -936.0 -2.9% $48.05 +0.6%
Page 2 of 6  ·  101 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 48.1%
Financial Services 27.5%
Consumer Cyclical 8.8%
Utilities 8.3%
Industrials 4.8%
Healthcare 2.4%