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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 2,075.0 $623K 0.29% $300.45 -3.3%
62 DDFJ INNOVATOR ETFS TRUST 30,290.0 $599K 0.28% +237.0 +0.8% $19.77 +1.3%
63 MSFT MICROSOFT CORP Technology 1,576.0 $588K 0.27% -31.0 -1.9% $372.95 +34.3%
64 PAAA PGIM ETF TR 10,922.0 $560K 0.26% +428.0 +4.1% $51.27 +0.1%
65 SCHP SCHWAB STRATEGIC TR 19,708.0 $522K 0.24% +1K +6.8% $26.50 -2.6%
66 VWOB VANGUARD WHITEHALL FDS 7,700.0 $518K 0.24% +395.0 +5.4% $67.24 -2.7%
67 EMLC VANECK ETF TRUST 19,995.0 $511K 0.24% +1K +7.0% $25.56 -0.5%
68 JAJL INNOVATOR ETFS TRUST 16,257.0 $486K 0.23% -190.0 -1.2% $29.91 +0.9%
69 DDFF INNOVATOR ETFS TRUST 23,152.0 $462K 0.21% $19.96 +1.4%
70 SEIQ SEI EXCHANGE TRADED FUNDS 11,508.0 $454K 0.21% +432.0 +3.9% $39.41 +6.5%
71 IBB ISHARES TR 2,317.0 $441K 0.20% $190.19 +10.8%
72 IAI ISHARES TR 2,498.0 $438K 0.20% $175.35 +9.1%
73 SPY STATE STR SPDR S&P 500 ETF T Financial Services 583.0 $435K 0.20% +75.0 +14.8% $746.77 +2.0%
74 ACWV ISHARES INC 3,522.0 $423K 0.20% +180.0 +5.4% $120.23 +5.8%
75 GLD SPDR GOLD TR Financial Services 1,078.0 $397K 0.18% -53.0 -4.7% $368.38 +7.7%
76 NVDA NVIDIA CORPORATION Technology 1,972.0 $395K 0.18% +270.0 +15.9% $200.09 +8.7%
77 BCI ABRDN ETFS 16,684.0 $373K 0.17% -1K -6.8% $22.34 +16.6%
78 INNOVATOR ETFS TRUST 13,332.0 $366K 0.17% -134.0 -1.0% $27.46
79 QQQ INVESCO QQQ TR Financial Services 492.0 $363K 0.17% +22.0 +4.7% $736.81 -4.0%
80 VIG VANGUARD SPECIALIZED FUNDS 1,507.0 $357K 0.17% -200.0 -11.7% $236.62 +1.9%
Page 4 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%