Cassilly Financial Group LLC

13F Portfolio Filings

Most recent 13F
Q2 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
Q2 2026 75 137,792 IEFA, VTV, VUG, VBIL RESTATEMENT 7/15/2026 000209077726000005
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
Additional filings from Cassilly Financial Group LLC that have since been restated