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Portfolio (Quarterly) Guide ↗

Cassaday & Co Wealth Management LLC

· CIK 0001963612
13F Portfolio $5.3B AUM 1,319 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 10 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 USMV ISHARES TR 7,882.0 $760K 0.01% NEW $96.46 +4.5%
182 TLS TELOS CORP MD Technology 157,650.0 $725K 0.01% NEW $4.60 -3.9%
183 APOS APOLLO GLOBAL MGMT INC Financial Services 6,068.0 $718K 0.01% NEW $118.31 -78.5%
184 VTV VANGUARD INDEX FDS 3,282.0 $715K 0.01% NEW $217.93 +4.1%
185 PFE PFIZER INC Healthcare 29,619.0 $713K 0.01% NEW $24.08 +13.3%
186 SDY SPDR SERIES TRUST 4,637.0 $706K 0.01% NEW $152.18 +3.8%
187 PSCC INVESCO EXCH TRADED FD TR II 20,000.0 $705K 0.01% NEW $35.27 +5.9%
188 BINC BLACKROCK ETF TRUST II 13,475.0 $705K 0.01% NEW $52.34 -0.7%
189 OXM OXFORD INDS INC Consumer Cyclical 20,095.0 $701K 0.01% NEW $34.87 +4.6%
190 YUMC YUM CHINA HLDGS INC Consumer Cyclical 17,106.0 $699K 0.01% NEW $40.87 +14.8%
191 KWEB KRANESHARES TRUST 28,438.0 $696K 0.01% NEW $24.47 +9.6%
192 VOE VANGUARD INDEX FDS 3,514.0 $694K 0.01% NEW $197.60 +6.3%
193 PSCT INVESCO EXCH TRADED FD TR II 7,500.0 $693K 0.01% NEW $92.41 -12.3%
194 HSY HERSHEY CO Consumer Defensive 3,842.0 $674K 0.01% NEW $175.45 +3.7%
195 T AT&T INC Communication Services 32,367.0 $670K 0.01% NEW $20.70 +20.9%
196 VEU VANGUARD INTL EQUITY INDEX F 7,961.0 $667K 0.01% NEW $83.75 +1.6%
197 EME EMCOR GROUP INC Industrials 800.0 $664K 0.01% NEW $829.88 +0.1%
198 AEP AMERICAN ELEC PWR CO INC Utilities 4,829.0 $661K 0.01% NEW $136.81 -6.6%
199 VYM VANGUARD WHITEHALL FDS 4,109.0 $649K 0.01% NEW $158.03 +4.9%
200 FTEC FIDELITY COVINGTON TRUST 2,240.0 $640K 0.01% NEW $285.58 +0.6%
Page 10 of 66  ·  1,313 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
Financial Services 50.2%
Technology 19.8%
Consumer Cyclical 8.8%
Communication Services 4.6%
Healthcare 4.6%
Industrials 4.1%
Consumer Defensive 3.7%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%