Cassia Capital Partners, LLC

Comprehensive Analysis of Cassia Capital Partners, LLC 13F Filing

1. Portfolio Overview

Cassia Capital Partners, LLC manages a portfolio with a total market value of approximately $184.78 million as of December 31, 2025. The firm has executed a significant expansion strategy over the quarter, growing the portfolio by 53.3% (an increase of $64.27 million) from the previous quarter's $120.51 million. The portfolio consists of 63 holdings, reflecting a diversified approach that b...