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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVDA NVIDIA CORPORATION Technology 1,702.0 $340K 0.18% -47.0 -2.7% $199.57 +2.8%
82 JEPQ J P MORGAN EXCHANGE TRADED F 5,713.0 $339K 0.17% $59.27 +1.0%
83 AVGO BROADCOM INC Technology 794.0 $331K 0.17% $417.43 -8.5%
84 MUB ISHARES TR 2,933.0 $314K 0.16% $107.13 -0.1%
85 QQQ INVESCO QQQ TR Financial Services 470.0 $314K 0.16% +9.0 +1.9% $668.13 +8.0%
86 KJAN INNOVATOR ETFS TRUST 7,005.0 $309K 0.16% $44.11 +2.1%
87 MBB ISHARES TR 3,120.0 $296K 0.15% -269.0 -7.9% $94.78 -0.4%
88 INNOVATOR ETFS TRUST 13,035.0 $288K 0.15% NEW $22.13
89 IEFA ISHARES TR 2,841.0 $271K 0.14% +28.0 +1.0% $95.55 +2.5%
90 SCHO SCHWAB STRATEGIC TR 10,385.0 $252K 0.13% -564.0 -5.2% $24.25 -0.5%
91 JANT AIM ETF PRODUCTS TRUST 5,807.0 $249K 0.13% $42.90 +1.8%
92 FOCT FIRST TR EXCHNG TRADED FD VI 4,808.0 $245K 0.13% $50.97 +1.8%
93 USIG ISHARES TR 4,779.0 $245K 0.13% +191.0 +4.2% $51.25 -0.1%
94 BERKSHIRE HATHAWAY INC DEL 485.0 $230K 0.12% $473.60
95 APRT AIM ETF PRODUCTS TRUST 5,106.0 $229K 0.12% $44.89 +1.5%
96 JULT AIM ETF PRODUCTS TRUST 4,907.0 $229K 0.12% -47.0 -0.9% $46.65 +1.9%
97 VNQ VANGUARD INDEX FDS 2,353.0 $227K 0.12% $96.33 +2.3%
98 VB VANGUARD INDEX FDS 796.0 $226K 0.12% +11.0 +1.4% $284.39 +4.2%
99 UPS UNITED PARCEL SVCS INC Industrials 1,873.0 $204K 0.11% NEW $108.80 -0.1%
100 PUTNAM ETF TRUST 23,725.0 $187K 0.10% $7.88
Page 5 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%