Cassaday & Co Wealth Management LLC - Portfolio Stock Holdings
Cassaday & Co Wealth Management LLC disclosed 1500 stock positions in a recent SEC 13F filing. $5,652,615,558 of stock holdings were filed, with the largest holdings including MGK, SCZ, and SCHD. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 27, 2026.We estimate the fund has a total AUM of $7,138,784,240 and has 97 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1500Est. Stock Holding Value:
$5,652,615,558Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cassaday & Co Wealth Management LLC
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