Cassia Capital Partners, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 194,428
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 67 | 194,428 | 13F-HR | Cassia Capital Partners, LLC |
| Q4 2025 | 1/16/2026 | 63 | 184,784 | 13F-HR | Cassia Capital Partners, LLC |
| Q3 2025 | 10/28/2025 | 60 | 183,149 | 13F-HR | Cassia Capital Partners, LLC |
| Q2 2025 | 7/15/2025 | 56 | 166,266 | 13F-HR | Cassia Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.8 K | 41.0% | 0 | 74.07 K | -74.07 K |
| ETFs | 104.9 K | 54.0% | 82.59 K | 0 | 82.59 K |
| Debt | 9.711 K | 5.0% | 1.12 K | 0 | 1.12 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
194,428
Holdings
67
QoQ value change ($000)
9,644
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.