Fund HoldingsCassaday & Co Wealth Management LLC

Total Portfolio Value
$4.69B
Total Bought
$365.34M
Total Sold
$138.77M
Net Transaction
+$226.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST PORT MARK ETF
01,127,168+1,127,168052,8751.13%+52,875
SCHWAB STRATEGIC TR9,244,2489,569,026+324,778253,570293,5786.25%+40,008
WORLD GOLD TR(GLDM)3,377,2673,328,360-48,907288,317308,5066.57%+20,188
BARCLAYS BANK PLC(DJP)1,359,8911,367,099+7,20851,14665,8121.40%+14,667
ISHARES TR1,153,7761,197,963+44,187244,681252,9505.39%+8,269
ISHARES TR1,005,1281,023,739+18,611141,773149,2003.18%+7,426
ISHARES TR635,650644,789+9,139115,186122,2462.60%+7,059
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
4,720,3614,867,782+147,421263,396269,4565.74%+6,060
SELECT SECTOR SPDR TR
ST STR REAL ETF
3,268,7943,321,533+52,739131,896135,6182.89%+3,722
EXXON MOBIL CORP61,07160,119-9527,34910,2000.22%+2,850
MERCK & CO INC(MRK)8,33729,052+20,7158783,4950.07%+2,617
MARRIOTT INTL INC NEW(MAR)74,36578,050+3,68523,07125,5280.54%+2,457
ISHARES TR1,897,6501,855,580-42,070103,820105,3782.24%+1,558
COSTCO WHOLESALE CORPORATION(COST)09,645+9,64509,6110.20%+9,611
ISHARES BITCOIN TRUST ETF(IBIT)045,227+45,22701,7380.04%+1,738
ISHARES TR207,056212,240+5,18420,06021,3560.45%+1,296
JOHNSON & JOHNSON(JNJ)33,62633,611-156,9598,2160.18%+1,257
SPDR INDEX SHS FDS
ST INTL CAP ETF
023,168+23,16809780.02%+978
PEPSICO INC(PEP)74,92774,914-1310,75311,6330.25%+880
SPDR INDEX SHS FDS
ST MARKE CAP ETF
012,753+12,75308430.02%+843
CHEVRON CORPORATION(CVX)016,747+16,74703,4650.07%+3,465
SCHWAB STRATEGIC TR030,008+30,00807430.02%+743
PROSHARES TR
S&P 500 DV ARIST
650,323644,773-5,55067,67968,3521.46%+673
VANGUARD INTL EQUITY INDEX F07,961+7,96105980.01%+598
LOCKHEED MARTIN CORP(LMT)05,713+5,71303,4530.07%+3,453
VANGUARD TAX-MANAGED FDS08,176+8,17605240.01%+524
VANGUARD STAR FDS5,69911,564+5,8654308920.02%+462
ISHARES TR0102,203+102,203014,7900.32%+14,790
ISHARES TR05,365+5,36504290.01%+429
ISHARES TR422,578417,951-4,62788,88589,3041.90%+419
APPLIED MATLS INC9011,889+9882326460.01%+414
LAM RESEARCH CORP(LRCX)10,90410,632-2721,8672,2720.05%+405
NORTHROP GRUMMAN CORP(NOC)03,477+3,47702,3720.05%+2,372
SPDR INDEX SHS FDS
ST STR PO EX ETF
07,667+7,66703500.01%+350
THE CIGNA GROUP(CI)01,214+1,21403240.01%+324
SPDR GOLD TR(GLD)7,2347,370+1362,8673,1710.07%+304
ONEOK INC NEW(OKE)019,739+19,73901,7840.04%+1,784
ISHARES TR79,19278,565-6279,0069,3060.20%+300
ISHARES TR02,846+2,84602910.01%+291
VALERO ENERGY CORP(VLO)01,085+1,08502680.01%+268
CF INDUSTRIES HOLD(CF)02,001+2,00102600.01%+260
CATERPILLAR INC(CAT)2,2192,137-821,2711,5140.03%+243
NEW YORK TIMES CO MTN BE(NYT)02,860+2,86002390.01%+239
MCDONALDS CORP(MCD)027,888+27,88808,6670.18%+8,667
KEYSIGHT TECHNOLOGIES INC(KEYS)0818+81802310.00%+231
EATON CORP PLC(ETN)05,886+5,88602,1050.04%+2,105
QUANTA SVCS INC0403+40302210.00%+221
WILLIAMS COS INC(WMB)02,954+2,95402150.00%+215
DOMINION ENERGY INC(D)029,863+29,86301,8460.04%+1,846
BOEING CO(BA)04,740+4,74009430.02%+943
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,549+2,54902110.00%+211
GE VERNOVA INC(GEV)01,105+1,10509650.02%+965
HOLOGIC INC02,579+2,57901950.00%+195
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,369+2,36901940.00%+194
ENTERPRISE PRODS PARTNERS L(EPD)05,112+5,11201930.00%+193
DIMENSIONAL ETF TRUST
US TARGETED VLU
03,093+3,09301930.00%+193
XCEL ENERGY INC(XEL)02,422+2,42201920.00%+192
ISHARES INC
CORE MSCI EMKT
02,757+2,75701920.00%+192
TEXTRON INC(TXT)02,131+2,13101870.00%+187
BOOZ ALLEN HAMILTON HLDG COR02,358+2,35801840.00%+184
CONOCOPHILLIPS(COP)05,005+5,00506610.01%+661
ENTERGY CORP NEW(ETR)01,600+1,60001800.00%+180
ISHARES TR03,311+3,31101770.00%+177
DELL TECHNOLOGIES INC(DELL)01,030+1,03001690.00%+169
ISHARES TR02,610+2,61001680.00%+168
WISDOMTREE TR(WT)01,878+1,87801680.00%+168
WISDOMTREE TR(WT)02,023+2,02301650.00%+165
SOUTHWEST GAS HLDGS INC(SWX)01,876+1,87601630.00%+163
DEERE & CO(DE)01,716+1,71609670.02%+967
ISHARES TR01,029+1,02901600.00%+160
VANECK ETF TRUST
SEMICONDUCTR ETF
0409+40901570.00%+157
NXP SEMICONDUCTORS N V
COM
0796+79601570.00%+157
UBER TECHNOLOGIES INC(UBER)02,165+2,16501560.00%+156
ISHARES TR0615+61501530.00%+153
AXT INC(AXTI)02,660+2,66001520.00%+152
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
01,380+1,38001510.00%+151
CORNING INC(GLW)01,113+1,11301510.00%+151
CSX CORP(CSX)03,684+3,68401510.00%+151
GORMAN RUPP CO(GRC)02,415+2,41501500.00%+150
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
06,160+6,16001500.00%+150
WISDOMTREE TR(WT)01,368+1,36801490.00%+149
ISHARES TR
MSCI USA MMENTM
0621+62101490.00%+149
EOG RES INC(EOG)01,019+1,01901470.00%+147
WISDOMTREE TR(WT)01,672+1,67201470.00%+147
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
01,155+1,15501450.00%+145
BROADSTONE NET LEASE INC(BNL)07,919+7,91901450.00%+145
HORMEL FOODS CORP(HRL)06,349+6,34901440.00%+144
REINSURANCE GROUP AMER INC(RGA)0700+70001430.00%+143
KINSALE CAP GROUP INC(KNSL)0412+41201410.00%+141
WISDOMTREE TR(WT)02,822+2,82201400.00%+140
SPDR SERIES TRUST
ST STR P500GRW
01,416+1,41601390.00%+139
CVS HEALTH CORP(CVS)01,929+1,92901390.00%+139
OTIS WORLDWIDE CORP(OTIS)01,777+1,77701370.00%+137
AT&T INC(T)032,620+32,62009460.02%+946
GE HEALTHCARE TECHNOLOGIES I(GEHC)01,912+1,91201360.00%+136
IRON MTN INC DEL(IRM)01,324+1,32401350.00%+135
ISHARES TR012,604+12,60401,2250.03%+1,225
ROYAL BK CDA(RY)0829+82901340.00%+134
ROPER TECHNOLOGIES INC(ROP)0379+37901340.00%+134
WISDOMTREE TR(WT)03,537+3,53701340.00%+134
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