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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VBR VANGUARD INDEX FDS 2,684.0 $624K 0.32% -332.0 -11.0% $232.39 +3.8%
62 DDFJ INNOVATOR ETFS TRUST 30,053.0 $584K 0.30% NEW $19.44 +1.2%
63 IWM ISHARES TR 2,075.0 $577K 0.30% -28.0 -1.3% $277.97 +5.4%
64 PAAA PGIM ETF TR 10,494.0 $538K 0.28% NEW $51.29 +0.2%
65 SCHP SCHWAB STRATEGIC TR 18,461.0 $496K 0.26% +398.0 +2.2% $26.87 -1.2%
66 VWOB VANGUARD WHITEHALL FDS 7,305.0 $489K 0.25% -283.0 -3.7% $66.93 +0.4%
67 JAJL INNOVATOR ETFS TRUST 16,447.0 $487K 0.25% +367.0 +2.3% $29.59 +0.8%
68 GLD SPDR GOLD TR Financial Services 1,131.0 $479K 0.25% $423.66 -8.8%
69 EMLC VANECK ETF TRUST 18,688.0 $478K 0.25% -854.0 -4.4% $25.56 -0.2%
70 DDFF INNOVATOR ETFS TRUST 23,152.0 $456K 0.24% NEW $19.69 +0.8%
71 BCI ABRDN ETFS 17,905.0 $453K 0.23% +4K +30.2% $25.31 -7.6%
72 IAI ISHARES TR 2,498.0 $441K 0.23% $176.48 +4.4%
73 SEIQ SEI EXCHANGE TRADED FUNDS 11,076.0 $427K 0.22% +209.0 +1.9% $38.56 +1.6%
74 ACWV ISHARES INC 3,342.0 $404K 0.21% $121.02 +1.0%
75 IBB ISHARES TR 2,317.0 $391K 0.20% $168.69 +1.2%
76 VIG VANGUARD SPECIALIZED FUNDS 1,707.0 $390K 0.20% $228.71 +3.1%
77 AMZN AMAZON COM INC Consumer Cyclical 1,401.0 $371K 0.19% +61.0 +4.5% $265.06 -10.0%
78 INNOVATOR ETFS TRUST 13,466.0 $366K 0.19% +543.0 +4.2% $27.17
79 SPY STATE STR SPDR S&P 500 ETF T Financial Services 508.0 $365K 0.19% $718.66 +3.2%
80 NEE NEXTERA ENERGY INC Utilities 3,569.0 $349K 0.18% +19.0 +0.5% $97.88 -12.1%
Page 4 of 6  ·  101 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%