Cassady Wealth & Retirement Planning, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
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
Q4 2025	97	153,369	SGOV, CGDV, SCHG, VEA	13F-HR	4/2/2026	000212107526000001