CIK 1963612
Cassaday & Co Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
351
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 351
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 3.7M | $1M+ | SH |
| IWO | ISHARES TR | 922K | $1M+ | SH |
| IWP | ISHARES TR | 2.1M | $1M+ | SH |
| GLDM | WORLD GOLD TR | 3.4M | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 4.7M | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 9.2M | $1M+ | SH |
| IVE | ISHARES TR | 1.2M | $1M+ | SH |
| IWS | ISHARES TR | 1.0M | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 3.3M | $1M+ | SH |
| IWN | ISHARES TR | 636K | $1M+ | SH |
| EEM | ISHARES TR | 1.9M | $1M+ | SH |
| SCZ | ISHARES TR | 1.3M | $1M+ | SH |
| IWD | ISHARES TR | 423K | $1M+ | SH |
| NOBL | PROSHARES TR | 650K | $1M+ | SH |
| AAPL | APPLE INC | 206K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 1.1M | $1M+ | SH |
| DJP | BARCLAYS BANK PLC | 1.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 72K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 175K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 105K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 39K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 74K | $1M+ | SH |
| EFG | ISHARES TR | 198K | $1M+ | SH |
| IJK | ISHARES TR | 207K | $1M+ | SH |
| AMZN | AMAZON COM INC | 77K | $1M+ | SH |
| IJT | ISHARES TR | 102K | $1M+ | SH |
| IJJ | ISHARES TR | 99K | $1M+ | SH |
| V | VISA INC | 37K | $1M+ | SH |
| GOOG | ALPHABET INC | 35K | $1M+ | SH |
| PEP | PEPSICO INC | 75K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 30K | $1M+ | SH |
| IJS | ISHARES TR | 79K | $1M+ | SH |
| MCD | MCDONALDS CORP | 28K | $1M+ | SH |
| NFLX | NETFLIX INC | 89K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 9K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10 | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 61K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 34K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 65K | $1M+ | SH |
| IWF | ISHARES TR | 12K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| ABBV | ABBVIE INC | 21K | $1M+ | SH |
| META | META PLATFORMS INC | 7K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 144K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| ABT | ABBOTT LABS | 35K | $1M+ | SH |