AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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