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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 42,525.0 $3.7M 1.70% +4K +9.1% $86.14 +1.4%
22 PDEC INNOVATOR ETFS TRUST 77,697.0 $3.6M 1.66% $45.89 +2.1%
23 PNOV INNOVATOR ETFS TRUST 79,786.0 $3.5M 1.65% $44.35 +2.2%
24 XMHQ INVESCO EXCHANGE TRADED FD T 30,315.0 $3.4M 1.59% +890.0 +3.0% $112.88 +3.2%
25 CALF PACER FDS TR 66,527.0 $3.4M 1.57% +7K +10.9% $50.61 +13.5%
26 COWZ PACER FDS TR 52,647.0 $3.3M 1.52% -586.0 -1.1% $62.20 +16.0%
27 POCT INNOVATOR ETFS TRUST 67,252.0 $3.1M 1.45% -590.0 -0.9% $46.41 +2.1%
28 PJAN INNOVATOR ETFS TRUST 62,910.0 $3.1M 1.45% $49.49 +2.0%
29 BUG GLOBAL X FDS 79,830.0 $3.0M 1.42% +10K +13.8% $38.19 +5.7%
30 PAUG INNOVATOR ETFS TRUST 62,298.0 $2.8M 1.32% $45.64 +2.0%
31 SEIX VIRTUS ETF TR II 122,878.0 $2.8M 1.32% +20K +19.6% $23.13 +0.7%
32 PJUL INNOVATOR ETFS TRUST 55,940.0 $2.7M 1.27% $48.81 +1.5%
33 GDX VANECK ETF TRUST 35,635.0 $2.7M 1.25% +4K +12.6% $75.45 +30.1%
34 CGMS CAPITAL GRP FIXED INCM ETF T 97,908.0 $2.7M 1.24% +15K +18.8% $27.33 -1.3%
35 IDEV ISHARES TR 27,899.0 $2.5M 1.16% -388.0 -1.4% $89.01 +3.4%
36 VCIT VANGUARD SCOTTSDALE FDS 27,761.0 $2.3M 1.07% +4K +19.3% $82.65 -2.6%
37 PPH VANECK ETF TRUST 18,863.0 $2.1M 0.96% +2K +10.6% $109.35 +6.5%
38 PSEP INNOVATOR ETFS TRUST 41,558.0 $1.9M 0.89% -280.0 -0.7% $46.05 +1.4%
39 PFF ISHARES TR 56,257.0 $1.7M 0.80% +7K +14.8% $30.49 -1.1%
40 QDVO AMPLIFY ETF TR 57,312.0 $1.7M 0.80% +10K +22.1% $29.84 -1.4%
Page 2 of 6  ·  104 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%