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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 1 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 139,132.0 $14.0M 7.25% +55K +64.7% $100.67 -0.2%
2 PAPR INNOVATOR ETFS TRUST 210,051.0 $8.7M 4.52% +102K +94.5% $41.58 +1.0%
3 CGDV CAPITAL GROUP DIVIDEND VALUE 186,190.0 $8.6M 4.47% +29K +18.3% $46.41 +4.6%
4 PFEB INNOVATOR ETFS TRUST 192,620.0 $8.1M 4.21% +64K +50.2% $42.17 +1.5%
5 VEA VANGUARD TAX-MANAGED FDS 109,654.0 $7.5M 3.91% +14K +14.2% $68.80 +4.0%
6 SCHG SCHWAB STRATEGIC TR 189,783.0 $6.2M 3.23% +5K +3.0% $32.91 +1.5%
7 PMAR INNOVATOR ETFS TRUST 122,807.0 $5.8M 2.98% +33K +36.2% $46.84 +1.4%
8 LVHI LEGG MASON ETF INVT 132,489.0 $5.4M 2.81% +5K +4.2% $40.97 +0.3%
9 DIVO AMPLIFY ETF TR 105,672.0 $4.8M 2.51% +24K +29.8% $45.81 +1.3%
10 BND VANGUARD BD INDEX FDS 62,669.0 $4.6M 2.38% -4K -6.0% $73.50 -0.4%
11 QDPL PACER FDS TR 96,857.0 $4.3M 2.21% +29K +41.9% $43.98 +3.1%
12 CGBL CAPITAL GROUP CORE BALANCED 107,522.0 $3.9M 2.04% +11K +11.3% $36.66 +2.3%
13 SMH VANECK ETF TRUST 7,760.0 $3.9M 2.04% +1K +18.8% $506.73 +22.3%
14 PWRD TCW ETF TRUST 32,335.0 $3.6M 1.89% +8K +34.4% $112.82 +0.9%
15 JOET VIRTUS ETF TR II 85,051.0 $3.6M 1.89% +23K +36.4% $42.87 +5.1%
16 CGGR CAPITAL GROUP GROWTH ETF 80,980.0 $3.6M 1.87% +23K +39.0% $44.64 +2.6%
17 SCHV SCHWAB STRATEGIC TR 110,000.0 $3.6M 1.85% -14K -11.3% $32.47 +6.2%
18 PDEC INNOVATOR ETFS TRUST 77,939.0 $3.5M 1.81% $44.89 +1.5%
19 PNOV INNOVATOR ETFS TRUST 79,871.0 $3.5M 1.79% $43.30 +1.7%
20 COWZ PACER FDS TR 53,233.0 $3.4M 1.75% +3K +6.2% $63.51 +0.8%
Page 1 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%