Fund HoldingsCassaday & Co Wealth Management LLC

Total Portfolio Value
$4.75B
Total Bought
$547.48M
Total Sold
$219.39M
Net Transaction
+$328.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR34,0671,153,776+1,119,7097,035244,6815.16%+237,646
SELECT SECTOR SPDR TR
ST STR REAL ETF
03,268,794+3,268,7940131,8962.78%+131,896
SCHWAB STRATEGIC TR6,073,5209,244,248+3,170,728165,807253,5705.34%+87,763
WORLD GOLD TR(GLDM)3,407,7653,377,267-30,498260,524288,3176.08%+27,794
VANGUARD WORLD FD3,719,2163,671,203-48,0131,496,6871,515,36331.93%+18,676
ISHARES TR911,147921,669+10,522291,603297,7086.27%+6,105
ISHARES TR626,428635,650+9,222110,759115,1862.43%+4,427
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
4,554,5124,720,361+165,849258,970263,3965.55%+4,427
MARRIOTT INTL INC NEW(MAR)074,365+74,365023,0710.49%+23,071
SELECT SECTOR SPDR TR
ST STR TECHN ETF
023,730+23,73003,4160.07%+3,416
APPLE INC(AAPL)206,839205,799-1,04052,66755,9481.18%+3,281
BARCLAYS BANK PLC(DJP)1,351,7851,359,891+8,10647,90751,1461.08%+3,238
ISHARES TR992,5661,005,128+12,562138,632141,7732.99%+3,142
ALPHABET INC(GOOG)25,90629,663+3,7576,2989,2840.20%+2,987
ALPHABET INC(GOOG)33,69734,933+1,2368,20710,9620.23%+2,755
VANGUARD INDEX FDS8,05115,714+7,6632,6425,2690.11%+2,626
ISHARES TR1,253,1781,271,310+18,13296,14498,5652.08%+2,421
SPDR S&P 500 ETF TR(SPY)11,97714,192+2,2157,9799,6780.20%+1,699
ISHARES TR428,406422,578-5,82887,21988,8851.87%+1,666
ELI LILLY & CO(LLY)05,550+5,55005,9640.13%+5,964
VANGUARD INDEX FDS06,643+6,64302,0910.04%+2,091
AMAZON COM INC(AMZN)077,378+77,378017,8600.38%+17,860
SPDR GOLD TR(GLD)4,9377,234+2,2971,7552,8670.06%+1,112
SPDR SERIES TRUST
ST STR P500VAL
017,437+17,43709910.02%+991
VANGUARD INDEX FDS06,528+6,52801,8940.04%+1,894
SELECT SECTOR SPDR TR
ST STR FINL ETF
016,915+16,91509260.02%+926
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,721+5,72108860.02%+886
ISHARES TR1,927,9191,897,650-30,269102,951103,8202.19%+870
VANGUARD INDEX FDS7,9099,539+1,6303,7934,6540.10%+860
SELECT SECTOR SPDR TR
ST STR DISCR ETF
06,662+6,66207960.02%+796
VANGUARD INDEX FDS065,148+65,14805,7650.12%+5,765
JOHNSON & JOHNSON(JNJ)33,54933,626+776,2216,9590.15%+738
BOOKING HOLDINGS INC(BKNG)0188+18801,0070.02%+1,007
VISA INC(V)036,988+36,988012,9720.27%+12,972
SPDR SERIES TRUST
ST STR SP DIV
04,637+4,63706450.01%+645
INVESCO QQQ TR38,69338,864+17123,23023,8750.50%+645
INVESCO EXCH TRADED FD TR II020,000+20,00006220.01%+622
VANGUARD INDEX FDS04,483+4,48301,1560.02%+1,156
TORONTO DOMINION BK ONT(TD)38,20638,20603,0553,5990.08%+544
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,305+3,30505130.01%+513
VANGUARD WORLD FD
CONSUM STP ETF
02,306+2,30604870.01%+487
ETFS GOLD TR(SGOL)011,843+11,84304870.01%+487
FIRST TR EXCHANGE-TRADED FD02,050+2,05004720.01%+472
NVIDIA CORPORATION(NVDA)172,228174,789+2,56132,13432,5980.69%+464
TJX COS INC NEW(TJX)07,588+7,58801,1660.02%+1,166
LAM RESEARCH CORP(LRCX)10,59410,904+3101,4191,8670.04%+448
ISHARES TR
CORE MSCI EAFE
07,858+7,85807030.01%+703
MASTERCARD INCORPORATED(MA)01,875+1,87501,0700.02%+1,070
TALEN ENERGY CORP(TLN)03,900+3,90001,4620.03%+1,462
VANGUARD INDEX FDS5,9316,411+4803,6324,0210.08%+389
SPDR SERIES TRUST
ST STR SP600GRWO
04,076+4,07603840.01%+384
ISHARES TR8,2058,570+3655,4925,8700.12%+378
RTX CORPORATION(RTX)10,54111,575+1,0341,7642,1230.04%+359
ROSS STORES INC(ROST)01,956+1,95603520.01%+352
SPDR SERIES TRUST
ST STR P400MID
05,762+5,76203340.01%+334
CAPITAL ONE FINL CORP(COF)10,53810,569+312,2402,5620.05%+321
EXXON MOBIL CORP62,38161,071-1,3107,0337,3490.15%+316
MICRON TECHNOLOGY INC(MU)02,244+2,24406400.01%+640
EXACT SCIENCES CORP(EXK)02,984+2,98403030.01%+303
NORTHERN LTS FD TR IV
MAIN THEMATC IN
011,868+11,86802970.01%+297
WALMART INC(WMT)027,337+27,33703,0460.06%+3,046
BROADCOM INC(AVGO)06,087+6,08702,1070.04%+2,107
ISHARES TR02,616+2,61602880.01%+288
SPDR SERIES TRUST
ST LON TREAS ETF
010,773+10,77302850.01%+285
TELOS CORP MD083,922+83,92204280.01%+428
ISHARES TR6,0008,313+2,3135328100.02%+278
ROCKET LAB CORP(RKLB)03,914+3,91402730.01%+273
AMERICAN TOWER CORP NEW(AMT)01,555+1,55502730.01%+273
VANGUARD WORLD FD
HEALTH CAR ETF
09,098+9,09802,6190.06%+2,619
ADVANCED MICRO DEVICES INC(AMD)04,912+4,91201,0520.02%+1,052
CATERPILLAR INC(CAT)02,219+2,21901,2710.03%+1,271
BLACKSKY TECHNOLOGY INC013,181+13,18102470.01%+247
MARKEL GROUP INC(MKL)0111+11102390.01%+239
ISHARES TR03,553+3,55302380.01%+238
AUTOMATIC DATA PROCESSING IN02,704+2,70406950.01%+695
APPLIED MATLS INC0901+90102320.00%+232
ISHARES TR79,36379,192-1718,7779,0060.19%+229
VANGUARD STAR FDS05,699+5,69904300.01%+430
INTERNATIONAL BUSINESS MACHS(IBM)014,461+14,46104,2830.09%+4,283
ILLUMINA INC(ILMN)01,627+1,62702130.00%+213
PAYCHEX INC(PAYX)01,894+1,89402120.00%+212
METTLER TOLEDO INTERNATIONAL(MTD)0151+15102110.00%+211
MEDTRONIC PLC(MDT)02,176+2,17602090.00%+209
MERCK & CO INC(MRK)08,337+8,33708780.02%+878
PROSHARES TR
ULTRASHRT S&P500
03,000+3,00002050.00%+205
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
012,133+12,13302050.00%+205
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
09,794+9,79402040.00%+204
PEPSICO INC(PEP)75,11874,927-19110,55010,7530.23%+204
ISHARES TR207,067207,056-1119,85620,0600.42%+204
CISCO SYS INC(CSCO)024,881+24,88101,9170.04%+1,917
VANGUARD INTL EQUITY INDEX F03,651+3,65105150.01%+515
PROSHARES TR
S&P 500 DV ARIST
654,918650,323-4,59567,50267,6791.43%+177
PROSHARES TR
ULT FTSE EUROPE
024,060+24,06002,1650.05%+2,165
NEXTERA ENERGY INC(NEE)016,374+16,37401,3150.03%+1,315
DANAHER CORPORATION(DHR)04,783+4,78301,0950.02%+1,095
SALESFORCE INC(CRM)01,855+1,85504920.01%+492
AMGEN INC(AMGN)03,592+3,59201,1760.02%+1,176
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
15,20115,482+2813,7563,9160.08%+159
ISHARES TR98,78998,594-19512,81512,9740.27%+159
GOLDMAN SACHS GROUP INC(GS)01,528+1,52801,3430.03%+1,343
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