Cassilly Financial Group LLC
All 13F Filings
- Location
- Severna Park, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 148,891
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 78 | 148,891 | 13F-HR | Cassilly Financial Group LLC |
| Q2 2026 | 7/15/2026 | 75 | 137,792 | 13F-HR/A - RESTATEMENT | Cassilly Financial Group LLC |
| Q2 2026 | 7/15/2026 | 75 | 137,792 | 13F-HR | Cassilly Financial Group LLC |
| Q1 2026 | 4/10/2026 | 64 | 115,236 | 13F-HR | Cassilly Financial Group LLC |
| Q4 2025 | 1/15/2026 | 62 | 113,126 | 13F-HR | Cassilly Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.866 K | 5.3% | 1.948 K | 0 | 1.948 K |
| ETFs | 141 K | 94.7% | 9.151 K | 0 | 9.151 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
148,891
Holdings
78
QoQ value change ($000)
11,099
(8.1%)
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.