Cassady Wealth & Retirement Planning, LLC - Portfolio Stock Holdings
Cassady Wealth & Retirement Planning, LLC disclosed 105 stock positions in a recent SEC 13F filing. $215,039,934 of stock holdings were filed, with the largest holdings including SGOV, CGDV, and PAPR. This filing represented positions held on June 30, 2026, and was filed on July 24, 2026.Report Period:
June 30, 2026No. of Stocks:
105Est. Stock Holding Value:
$215,039,934Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cassady Wealth & Retirement Planning, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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