Cassady Wealth & Retirement Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Henderson, NV
CIK
0002121075
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
101
193,111
SGOV, PAPR, CGDV, PFEB
13F-HR
5/18/2026
000212107526000002
Q4 2025
97
153,369
SGOV, CGDV, SCHG, VEA
13F-HR
4/2/2026
000212107526000001