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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPQ J P MORGAN EXCHANGE TRADED F 5,647.0 $347K 0.16% -66.0 -1.2% $61.46 -4.0%
82 AMZN AMAZON COM INC Consumer Cyclical 1,426.0 $340K 0.16% +25.0 +1.8% $238.34 +7.0%
83 INNOVATOR ETFS TRUST 14,806.0 $333K 0.15% +2K +13.6% $22.51
84 KJAN INNOVATOR ETFS TRUST 7,005.0 $320K 0.15% $45.63 +1.0%
85 NEE NEXTERA ENERGY INC Utilities 3,569.0 $313K 0.15% $87.77 -5.5%
86 AVGO BROADCOM INC Technology 794.0 $300K 0.14% $377.75 -2.1%
87 MBB ISHARES TR 3,113.0 $294K 0.14% $94.52 -2.2%
88 IEFA ISHARES TR 2,803.0 $271K 0.13% -38.0 -1.3% $96.57 +2.9%
89 BERKSHIRE HATHAWAY INC DEL 540.0 $270K 0.13% +55.0 +11.3% $500.39
90 USIG ISHARES TR 4,964.0 $255K 0.12% +185.0 +3.9% $51.29 -2.7%
91 MUB ISHARES TR 2,334.0 $251K 0.12% -599.0 -20.4% $107.62 -3.1%
92 SCHO SCHWAB STRATEGIC TR 10,306.0 $249K 0.12% -79.0 -0.8% $24.14 -0.6%
93 JANT AIM ETF PRODUCTS TRUST 5,551.0 $244K 0.11% -256.0 -4.4% $44.01 +2.1%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 866.0 $244K 0.11% NEW $281.21 -17.7%
95 VB VANGUARD INDEX FDS 796.0 $241K 0.11% $303.25 -2.4%
96 FOCT FIRST TR EXCHNG TRADED FD VI 4,596.0 $240K 0.11% -212.0 -4.4% $52.29 +2.4%
97 INNOVATOR ETFS TRUST 11,530.0 $228K 0.11% NEW $19.75
98 INNOVATOR ETFS TRUST 10,694.0 $227K 0.11% NEW $21.23
99 JULT AIM ETF PRODUCTS TRUST 4,723.0 $226K 0.10% -184.0 -3.8% $47.77 +1.7%
100 APRT AIM ETF PRODUCTS TRUST 4,898.0 $225K 0.10% -208.0 -4.1% $45.87 +1.8%
Page 5 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%