Cassia Capital Partners, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 206,283
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 69 | 206,283 | 13F-HR | Cassia Capital Partners, LLC |
| Q1 2026 | 4/24/2026 | 67 | 194,428 | 13F-HR | Cassia Capital Partners, LLC |
| 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 | 83.71 K | 40.6% | 3.908 K | 0 | 3.908 K |
| ETFs | 122.6 K | 59.4% | 17.66 K | 0 | 17.66 K |
| Debt | 0 | 0.0% | 0 | 9.711 K | -9.711 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
206,283
Holdings
69
QoQ value change ($000)
11,855
(6.1%)
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.