Arkolith/Funds/Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC

CIK 1963612Wealth platform
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Active Filer

Cassaday & Co Wealth Management LLC holds a focused book of 1361 stocks worth $4.7B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Schwab Intl Equity ETF and trimmed SPDR Gold Minishares Trust. Their largest long position is Vanguard Mega Cap Growth ETF at 29% of the equity book.

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Use Arkolith to show Cassaday & Co Wealth Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
1,014
new positions
Added to
85
existing
Trimmed
179
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
74%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Financials
9%
Information Technology
4%
Consumer Discretionary
2%
Health Care
1%
Industrials
1%
Consumer Staples
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,361 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard World FD
MEGA GRWTH IND
$1.4B3.72M
29.1%
+1.3%
Added · +48K sh
2World Gold TR
SPDR GLD MINIS
$308.5M3.33M
6.6%
−1.4%
Reduced · −49K sh
3Schwab Strategic TR
US DIVIDEND EQ
$293.6M9.57M
6.3%
+3.5%
Added · +325K sh
4Ishares TR
RUS 2000 GRW ETF
$293.6M935.5K
6.3%
+1.5%
Added · +14K sh
5Ishares TR
RUS MD CP GR ETF
$279.9M2.18M
6.0%
+1.9%
Added · +42K sh
6Vanguard Scottsdale FDS
LONG TERM TREAS
$269.5M4.87M
5.7%
+3.1%
Added · +147K sh
7Ishares TR
S&P 500 VAL ETF
$252.9M1.20M
5.4%
+3.8%
Added · +44K sh
8Ishares TR
RUS MDCP VAL ETF
$149.2M1.02M
3.2%
+1.9%
Added · +19K sh
9Select Sector SPDR TR
STATE STREET REA
$135.6M3.32M
2.9%
+1.6%
Added · +53K sh
10Ishares TR
RUS 2000 VAL ETF
$122.2M644.8K
2.6%
+1.4%
Added · +9K sh
11Ishares TR
MSCI EMG MKT ETF
$105.4M1.86M
2.2%
−2.2%
Reduced · −42K sh
12Ishares TR
EAFE SML CP ETF
$98.7M1.26M
2.1%
−1.0%
Reduced · −13K sh
13Ishares TR
RUS 1000 VAL ETF
$89.3M418.0K
1.9%
−1.1%
Reduced · −5K sh
14Proshares TR
S&P 500 DV ARIST
$68.4M644.8K
1.5%
−0.8%
Reduced · −6K sh
15Barclays Bank PLC
DJUBS CMDT ETN36
$65.8M1.37M
1.4%
+0.5%
Added · +7K sh
16SPDR Index SHS FDS
STATE STREET SPD
$52.9M1.13M
1.1%
−0.9%
Reduced · −10K sh
17Apple Inc
COM
$51.8M204.2K
1.1%
−0.8%
Reduced · −2K sh
18Nvidia Corporation
COM
$28.0M160.3K
0.6%
−8.3%
Reduced · −14K sh
19Vanguard Index FDS
MCAP GR IDXVIP
$26.9M104.4K
0.6%
−0.3%
Reduced · −366 sh
20Microsoft Corp
COM
$26.0M70.3K
0.6%
−1.9%
Reduced · −1K sh
21Marriott Intl Inc New
CL A
$25.5M78.0K
0.5%
+5.0%
Added · +4K sh
22Invesco QQQ TR
UNIT SER 1
$22.3M38.6K
0.5%
−0.8%
Reduced · −312 sh
23Ishares TR
EAFE GRWTH ETF
$21.6M194.2K
0.5%
−1.9%
Reduced · −4K sh
24Ishares TR
S&P MC 400GR ETF
$21.4M212.2K
0.5%
+2.5%
Added · +5K sh
25Amazon Com Inc
COM
$16.5M79.3K
0.4%
+2.5%
Added · +2K sh
26Ishares TR
S&P SML 600 GWT
$14.8M102.2K
0.3%
+0.6%
Added · +626 sh
27Ishares TR
S&P MC 400VL ETF
$12.9M97.1K
0.3%
−1.5%
Reduced · −1K sh
28Pepsico Inc
COM
$11.6M74.9K
0.2%
~0%
Reduced · −13 sh
29Visa Inc
COM CL A
$11.1M36.8K
0.2%
−0.6%
Reduced · −220 sh
30Exxon Mobil Corp
COM
$10.2M60.1K
0.2%
−1.6%
Reduced · −952 sh
31Alphabet Inc
CAP STK CL C
$9.9M34.5K
0.2%
−1.1%
Reduced · −388 sh
32Costco Wholesale Corporation
COM
$9.6M9.6K
0.2%
+3.0%
Added · +281 sh
33Ishares TR
SP SMCP600VL ETF
$9.3M78.6K
0.2%
−0.8%
Reduced · −627 sh
34McDonalds Corp
COM
$8.7M27.9K
0.2%
+1.0%
Added · +285 sh
35Netflix Inc.
COM
$8.5M87.9K
0.2%
−1.8%
Reduced · −2K sh
36Johnson & Johnson
COM
$8.2M33.6K
0.2%
~0%
Reduced · −15 sh
37Alphabet Inc
CAP STK CL A
$8.2M28.6K
0.2%
−3.7%
Reduced · −1K sh
38State STR SPDR S&P 500 ETF T
TR UNIT
$7.7M11.9K
0.2%
−16%
Reduced · −2K sh
39Berkshire Hathaway Inc Del
CL A
$7.2M10
0.2%
Held
40Ishares TR
CORE S&P500 ETF
$5.9M9.1K
0.1%
+5.8%
Added · +496 sh
41JPMorgan Chase & Co
COM
$5.8M19.6K
0.1%
−4.5%
Reduced · −930 sh
42Ishares TR
RUS 1000 GRW ETF
$5.7M13.4K
0.1%
+11%
Added · +1K sh
43Vanguard Index FDS
REAL ESTATE ETF
$5.6M63.6K
0.1%
−2.4%
Reduced · −2K sh
44Eli Lilly & Co
COM
$5.0M5.4K
0.1%
−2.5%
Reduced · −142 sh
45Vanguard Index FDS
TOTAL STK MKT
$5.0M15.4K
0.1%
−1.7%
Reduced · −264 sh
46Abbvie Inc
COM
$4.5M20.7K
0.1%
−0.3%
Reduced · −60 sh
47Proshares TR
PSHS ULT MCAP400
$4.5M62.5K
0.1%
Held
48Schwab Strategic TR
US LCAP GR ETF
$4.2M144.1K
0.1%
−0.1%
Reduced · −132 sh
49Vanguard Index FDS
GROWTH ETF
$4.2M9.5K
0.1%
+0.1%
Added · +9 sh
50Proshares TR
ULTR RUSSL2000
$4.1M80.1K
0.1%
Held
Showing 50 of 1,361 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 20261,368$4.7B13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026351$4.7B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025344$4.3B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025332$4.0B13F-HR
Q1 2025Mar 31, 2025May 5, 2025317$3.6B13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025320$3.7B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024311$3.5B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024290$3.2B13F-HR
Q1 2024Mar 31, 2024May 8, 2024296$3.1B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024267$2.9B13F-HR/A
Q3 2023Sep 30, 2023Nov 6, 2023260$2.4B13F-HR
Q2 2023Jun 30, 2023Aug 7, 2023256$2.5B13F-HR
Q1 2023Mar 31, 2023May 3, 2023252$2.3B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023253$2.2B13F-HR
Amended / restated
  • Q4 2023 · filed Feb 9, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.