Cassady Wealth & Retirement Planning, LLC
All 13F Filings
- Location
- Henderson, NV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 193,112
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/18/2026 | 101 | 193,112 | 13F-HR | Cassady Wealth & Retirement Planning, LLC |
| Q4 2025 | 4/2/2026 | 97 | 153,369 | 13F-HR | Cassady Wealth & Retirement Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.84 K | 40.8% | 17.74 K | 0 | 17.74 K |
| ETFs | 114.3 K | 59.2% | 22.01 K | 0 | 22.01 K |
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Fund Snapshot
Q1 2026
Latest filed
5/18/2026
Total value ($000)
193,112
Holdings
101
QoQ value change ($000)
39,743
(25.9%)
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.