Cassady Wealth & Retirement Planning, LLC
All 13F Filings
- Location
- Henderson, NV
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 153,369
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 4/2/2026 | 97 | 153,369 | 13F-HR | Cassady Wealth & Retirement Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.1 K | 39.8% | 61.1 K | 0 | 61.1 K |
| ETFs | 92.27 K | 60.2% | 92.27 K | 0 | 92.27 K |
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Fund Snapshot
Q4 2025
Latest filed
4/2/2026
Total value ($000)
153,369
Holdings
97
QoQ value change ($000)
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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.