Cassia Capital Partners, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 184,784
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 63 | 184,784 | 13F-HR | Cassia Capital Partners, LLC |
| Q3 2025 | 10/28/2025 | 60 | 183,149 | 13F-HR | Cassia Capital Partners, LLC |
| Q2 2025 | 7/15/2025 | 56 | 166,266 | 13F-HR | Cassia Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153.9 K | 83.3% | 447 | 0 | 447 |
| ETFs | 22.32 K | 12.1% | 0 | 1.206 K | -1.206 K |
| Debt | 8.591 K | 4.6% | 2.397 K | 0 | 2.397 K |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
184,784
Holdings
63
QoQ value change ($000)
1,635
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.