Cassaday & Co Wealth Management LLC - Portfolio overview

Cassaday & Co Wealth Management LLC has 1359 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. MGK - VANGUARD WORLD FD, 29.10%
2. GLDM - WORLD GOLD TR, 6.57%
3. SCHD - SCHWAB STRATEGIC TR, 6.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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