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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT VANGUARD WORLD FD 1,768.0 $211K 0.10% NEW $119.52 -0.5%
102 UPS UNITED PARCEL SVCS INC Industrials 1,873.0 $201K 0.09% $107.50 -4.5%
103 PUTNAM ETF TRUST 23,725.0 $188K 0.09% $7.93
104 ADMA ADMA BIOLOGICS INC Healthcare 10,026.0 $84K 0.04% $8.37 +11.5%
Page 6 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%