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Cassaday & Co Wealth Management LLC

Q2 2026 13F filing

Updated 31 days ago

1,319 disclosed positions worth $5.3B

Portfolio value
$5.3B
Total holdings
1,319
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD WORLD FD

Value
$1.7B
Shares
18.83M
% Port
31.09%
E

ISHARES TR

Value
$373.1M
Shares
947.0K
% Port
7.01%
E

ISHARES TR

Value
$328.4M
Shares
2.24M
% Port
6.17%
S

SCHWAB STRATEGIC TR

Value
$314.5M
Shares
9.92M
% Port
5.91%
E

ISHARES TR

Value
$285M
Shares
1.26M
% Port
5.35%
G
6.GLD

WORLD GOLD TR

Value
$264.8M
Shares
3.33M
% Port
4.97%
V

VANGUARD SCOTTSDALE FDS

Value
$220.8M
Shares
4.00M
% Port
4.15%
E

ISHARES TR

Value
$171.8M
Shares
1.04M
% Port
3.23%
S

SELECT SECTOR SPDR TR

Value
$149.4M
Shares
3.39M
% Port
2.81%
E
10.ETHA

ISHARES TR

Value
$144.8M
Shares
654.4K
% Port
2.72%
E
11.ETHA

ISHARES TR

Value
$124.1M
Shares
1.81M
% Port
2.33%
J
12.JNJ

ISHARES TR

Value
$112M
Shares
1.36M
% Port
2.10%
E
13.ETHA

ISHARES TR

Value
$98.8M
Shares
407.5K
% Port
1.86%
K
14.KOLD

PROSHARES TR

Value
$71.7M
Shares
1.28M
% Port
1.35%
A
15.AAPL

APPLE INC

Value
$61.5M
Shares
212.6K
% Port
1.16%
J

BARCLAYS BANK PLC

Value
$60.2M
Shares
1.38M
% Port
1.13%
E
17.ETHA

ISHARES TR

Value
$58.1M
Shares
671.8K
% Port
1.09%
S

SPDR INDEX SHS FDS

Value
$57.5M
Shares
1.11M
% Port
1.08%
N
19.NVDA

NVIDIA CORPORATION

Value
$33.4M
Shares
166.8K
% Port
0.63%
V
20.VGES

VANGUARD INDEX FDS

Value
$31.8M
Shares
103.9K
% Port
0.60%
M
21.MAR

MARRIOTT INTL INC NEW

Value
$28.9M
Shares
77.9K
% Port
0.54%
Q
22.QQQ

INVESCO QQQ TR

Value
$28.6M
Shares
38.8K
% Port
0.54%
M
23.MSFT

MICROSOFT CORP

Value
$26.5M
Shares
71.0K
% Port
0.50%
E
24.ETHA

ISHARES TR

Value
$24.7M
Shares
210.4K
% Port
0.46%
E
25.ETHA

ISHARES TR

Value
$23.5M
Shares
189.2K
% Port
0.44%
A
26.AMZN

AMAZON COM INC

Value
$18.9M
Shares
79.5K
% Port
0.36%
E
27.ETHA

ISHARES TR

Value
$18.1M
Shares
101.2K
% Port
0.34%
I

ISHARES TR

Value
$14.2M
Shares
96.2K
% Port
0.27%
G

ALPHABET INC

Value
$12.6M
Shares
35.7K
% Port
0.24%
V
30.V

VISA INC

Value
$12.4M
Shares
36.0K
% Port
0.23%
E
31.ETHA

ISHARES TR

Value
$10.7M
Shares
78.1K
% Port
0.20%
G

ALPHABET INC

Value
$10.2M
Shares
28.4K
% Port
0.19%
P
33.PEP

PEPSICO INC

Value
$10.1M
Shares
74.8K
% Port
0.19%
S
34.SPY

STATE STR SPDR S&P 500 ETF T

Value
$9.1M
Shares
12.2K
% Port
0.17%
C
35.COST

COSTCO WHOLESALE CORPORATION

Value
$9M
Shares
9.6K
% Port
0.17%
J
36.JNJ

JOHNSON & JOHNSON

Value
$8.5M
Shares
33.5K
% Port
0.16%
X
37.XOM

EXXON MOBIL CORP

Value
$8.2M
Shares
60.0K
% Port
0.15%
B

BERKSHIRE HATHAWAY INC DEL

Value
$7.5M
Shares
10
% Port
0.14%
M
39.MCD

MCDONALDS CORP

Value
$7.4M
Shares
27.4K
% Port
0.14%
J

JPMORGAN CHASE & CO

Value
$6.5M
Shares
19.8K
% Port
0.12%
L
41.LLY

ELI LILLY & CO

Value
$6.4M
Shares
5.4K
% Port
0.12%
N
42.NFLX

NETFLIX INC.

Value
$6.3M
Shares
88.5K
% Port
0.12%
E
43.ETHA

ISHARES TR

Value
$6.3M
Shares
50.7K
% Port
0.12%
V
44.VGES

VANGUARD INDEX FDS

Value
$6.1M
Shares
63.6K
% Port
0.12%
E
45.ETHA

ISHARES TR

Value
$6M
Shares
7.9K
% Port
0.11%
V
46.VGES

VANGUARD INDEX FDS

Value
$5.8M
Shares
15.6K
% Port
0.11%
?
47.N/A

PROSHARES TR

Value
$5.8M
Shares
62.5K
% Port
0.11%
?
48.N/A

PROSHARES TR

Value
$5.7M
Shares
65.3K
% Port
0.11%
A
49.ABBV

ABBVIE INC

Value
$5.2M
Shares
20.8K
% Port
0.10%
K
50.KOLD

PROSHARES TR

Value
$5M
Shares
62.3K
% Port
0.09%