Cassilly Financial Group LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Severna Park, MD
CIK
0002090777
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
64
115,235
IEFA, VTV, VUG, IVV
13F-HR
4/10/2026
000209077726000003
Q4 2025
62
113,126
IEFA, VUG, VTV, IVV
13F-HR
1/15/2026
000209077726000002