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Portfolio (Quarterly) Guide ↗

Cassady Wealth & Retirement Planning, LLC

· CIK 0002121075
13F Portfolio $193M AUM 101 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 43 Added 27 Reduced 1 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDX VANECK ETF TRUST 31,648.0 $2.8M 1.45% +9K +39.2% $88.29 -1.2%
22 XBI SPDR SERIES TRUST 21,141.0 $2.8M 1.44% +4K +25.4% $131.33 +3.1%
23 SEIX VIRTUS ETF TR II 102,698.0 $2.4M 1.24% +44K +75.3% $23.23 +0.3%
24 CGMS CAPITAL GRP FIXED INCM ETF T 82,451.0 $2.3M 1.17% +33K +65.8% $27.44 +0.3%
25 VCIT VANGUARD SCOTTSDALE FDS 23,267.0 $1.9M 1.00% +10K +69.9% $82.85 -0.3%
26 BUG GLOBAL X FDS 70,157.0 $1.9M 0.96% +23K +48.6% $26.55 +28.4%
27 PPH VANECK ETF TRUST 17,059.0 $1.7M 0.90% +3K +20.1% $101.85 +3.2%
28 PFF ISHARES TR 49,017.0 $1.5M 0.80% +18K +57.9% $31.45 -0.8%
29 QDVO AMPLIFY ETF TR 46,941.0 $1.4M 0.71% +20K +77.1% $29.25 +2.1%
30 PFXF VANECK ETF TRUST 73,605.0 $1.4M 0.70% +32K +77.2% $18.50 +0.2%
31 SCHX SCHWAB STRATEGIC TR 46,879.0 $1.3M 0.69% +564.0 +1.2% $28.29 +4.5%
32 DDFD INNOVATOR ETFS TRUST 49,130.0 $966K 0.50% +9K +23.1% $19.67 +1.4%
33 SCHP SCHWAB STRATEGIC TR 18,461.0 $496K 0.26% +398.0 +2.2% $26.87 -1.1%
34 JAJL INNOVATOR ETFS TRUST 16,447.0 $487K 0.25% +367.0 +2.3% $29.59 +0.9%
35 BCI ABRDN ETFS 17,905.0 $453K 0.23% +4K +30.2% $25.31 -8.6%
36 SEIQ SEI EXCHANGE TRADED FUNDS 11,076.0 $427K 0.22% +209.0 +1.9% $38.56 +3.1%
37 AMZN AMAZON COM INC Consumer Cyclical 1,401.0 $371K 0.19% +61.0 +4.5% $265.06 -7.2%
38 INNOVATOR ETFS TRUST 13,466.0 $366K 0.19% +543.0 +4.2% $27.17
39 NEE NEXTERA ENERGY INC Utilities 3,569.0 $349K 0.18% +19.0 +0.5% $97.88 -11.9%
40 QQQ INVESCO QQQ TR Financial Services 470.0 $314K 0.16% +9.0 +1.9% $668.13 +9.2%
Page 2 of 3  ·  43 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 48.1%
Financial Services 27.5%
Consumer Cyclical 8.8%
Utilities 8.3%
Industrials 4.8%
Healthcare 2.4%