Cassilly Financial Group LLC
All 13F Filings
- Location
- Severna Park, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 115,236
- 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 | 4/10/2026 | 64 | 115,236 | 13F-HR | Cassilly Financial Group LLC |
| Q4 2025 | 1/15/2026 | 62 | 113,126 | 13F-HR | Cassilly Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.733 K | 5.8% | 0 | 43.74 K | -43.74 K |
| ETFs | 108.5 K | 94.2% | 50.14 K | 0 | 50.14 K |
| Other | 0 | 0.0% | 0 | 4.29 K | -4.29 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
115,236
Holdings
64
QoQ value change ($000)
2,110
(1.9%)
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.