Cassady Wealth & Retirement Planning, LLC - Portfolio overview

Cassady Wealth & Retirement Planning, LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 7.25%
2. PAPR - INNOVATOR ETFS TRUST, 4.52%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 4.47%

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

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