What does Cassady Wealth & Retirement Planning, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Cassady Wealth & Retirement Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$14M139K7.3%

INNOVATOR ETFS TRUST

$9M210K4.5%

CAPITAL GROUP DIVIDEND VALUE

$9M186K4.5%

INNOVATOR ETFS TRUST

$8M193K4.2%

VANGUARD TAX-MANAGED FDS

$8M110K3.9%

SCHWAB STRATEGIC TR

$6M190K3.2%

INNOVATOR ETFS TRUST

$6M123K3.0%

LEGG MASON ETF INVT

$5M132K2.8%

AMPLIFY ETF TR

$5M106K2.5%

VANGUARD BD INDEX FDS

$5M63K2.4%

Filing history loading…