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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 4 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 28,760.0 $3.7M 0.07% NEW $128.50 +5.8%
62 EDV VANGUARD WORLD FD 52,741.0 $3.4M 0.06% NEW $65.08 -10.0%
63 UYG PROSHARES TR 40,101.0 $3.4M 0.06% NEW $85.57 +14.0%
64 ABT ABBOTT LABORATORIES Healthcare 34,821.0 $3.2M 0.06% NEW $90.74 +21.6%
65 VTWO VANGUARD SCOTTSDALE FDS 25,736.0 $3.1M 0.06% NEW $121.42 +1.3%
66 YUM YUM BRANDS INC Consumer Cyclical 19,047.0 $3.0M 0.06% NEW $159.86 -9.2%
67 CSCO CISCO SYS INC Technology 25,637.0 $3.0M 0.06% NEW $117.46 -3.9%
68 AMD ADVANCED MICRO DEVICES INC Technology 5,131.0 $3.0M 0.06% NEW $580.91 -12.9%
69 GSLC GOLDMAN SACHS ETF TR 19,835.0 $2.8M 0.05% NEW $141.89 +4.1%
70 CVX CHEVRON CORPORATION Energy 16,737.0 $2.8M 0.05% NEW $165.76 +22.3%
71 VWO VANGUARD INTL EQUITY INDEX F 45,853.0 $2.7M 0.05% NEW $59.69 +1.2%
72 VHT VANGUARD WORLD FD 9,048.0 $2.7M 0.05% NEW $299.02 +5.1%
73 TSLA TESLA INC Consumer Cyclical 6,406.0 $2.7M 0.05% NEW $420.60 -19.3%
74 GLD SPDR GOLD TR Financial Services 7,217.0 $2.7M 0.05% NEW $368.38 +10.1%
75 WMT WALMART INC Consumer Defensive 23,456.0 $2.7M 0.05% NEW $113.26 +0.9%
76 EET PROSHARES TR 22,270.0 $2.6M 0.05% NEW $117.57 -5.1%
77 ICF ISHARES TR 37,831.0 $2.6M 0.05% NEW $67.63 +1.3%
78 ETN EATON CORP PLC Industrials 5,906.0 $2.5M 0.05% NEW $426.12 +6.9%
79 SOXX ISHARES TR 3,909.0 $2.5M 0.05% NEW $640.76 -12.7%
80 GD GENERAL DYNAMICS CORP Industrials 6,983.0 $2.5M 0.05% NEW $354.24 +10.4%
Page 4 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%