Cassia Capital Partners, LLC - Portfolio overview

Cassia Capital Partners, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. USMV - ISHARES TR, 11.40%
2. GLD - SPDR GOLD TR, 9.95%
3. USFR - WISDOMTREE TR, 6.86%

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

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