Cassia Capital Partners, LLC - Portfolio Stock Holdings
Cassia Capital Partners, LLC disclosed 73 stock positions in a recent SEC 13F filing. $206,552,276 of stock holdings were filed, with the largest holdings including USMV, GLD, and USFR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $251,207,843 and has 5 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:
73Est. Stock Holding Value:
$206,552,276Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cassia Capital Partners, LLC
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