Arkolith/Funds/Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC

CIK 1963612Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Cassaday & Co Wealth Management LLC holds a focused book of 1312 stocks worth $5.3B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Nuveen Va Qlty Muni Inc and trimmed Vanguard Long-Term Treasury. Their largest long position is Vanguard Mega Cap Growth ETF at 31% of the equity book.

Opened
100
bought for the first time
Added to
243
already held, bought more
Trimmed
364
sold some, still holds it
Sold out
145
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
73%
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

15% mapped to company sectors

ETF / fund or unclassified
85%
Financials
7%
Information Technology
4%
Consumer Discretionary
2%
Health Care
1%
Industrials
1%
Consumer Staples
0%
Utilities
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

Funds with the most overlap

Other tracked managers holding the same core names as Cassaday & Co Wealth Management LLC

Manager / fundShared namesTheir $ in those
UBS Group AG80 / 80$153.0B
MORGAN STANLEY79 / 80$600.7B
OSAIC HOLDINGS, INC.79 / 80$19.6B
WELLS FARGO & COMPANY/MN78 / 80$168.5B
Creative Planning78 / 80$42.5B
CWM, LLC78 / 80$8.5B
JPMORGAN CHASE & CO77 / 80$533.0B
PNC FINANCIAL SERVICES GROUP, INC.77 / 80$101.0B

Ranked by the share of each fund's own book sitting in the names it shares with Cassaday & Co Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

1,312 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard World FD
MEGA GRWTH IND
$1.7B18.83M
31.1%
+406%
Added · +15.1M sh
2Ishares TR
RUS 2000 GRW ETF
$373.1M947.0K
7.0%
+1.2%
Added · +12K sh
3Ishares TR
RUS MD CP GR ETF
$328.4M2.24M
6.2%
+2.7%
Added · +58K sh
4Schwab Strategic TR
US DIVIDEND EQ
$314.5M9.92M
5.9%
+3.6%
Added · +348K sh
5Ishares TR
S&P 500 VAL ETF
$285.0M1.26M
5.4%
+4.8%
Added · +57K sh
6World Gold TR
SPDR GLD MINIS
$264.8M3.33M
5.0%
+0.2%
Added · +6K sh
7Vanguard Scottsdale FDS
LONG TERM TREAS
$220.8M4.00M
4.1%
−18%
Reduced · −866K sh
8Ishares TR
RUS MDCP VAL ETF
$171.8M1.04M
3.2%
+2.0%
Added · +20K sh
9Select Sector SPDR TR
ST STR REAL ETF
$149.4M3.39M
2.8%
+2.1%
Added · +71K sh
10Ishares TR
RUS 2000 VAL ETF
$144.8M654.4K
2.7%
+1.5%
Added · +10K sh
11Ishares TR
MSCI EMG MKT ETF
$124.1M1.81M
2.3%
−2.2%
Reduced · −41K sh
12Ishares TR
EAFE SML CP ETF
$112.0M1.36M
2.1%
+8.2%
Added · +103K sh
13Ishares TR
RUS 1000 VAL ETF
$98.8M407.5K
1.9%
−2.5%
Reduced · −10K sh
14Proshares TR
S&P 500 DV ARIST
$71.7M1.28M
1.3%
+98%
Added · +632K sh
15Apple Inc
COM
$61.5M212.6K
1.2%
+4.1%
Added · +8K sh
16Barclays Bank PLC
DJUBS CMDT ETN36
$60.2M1.38M
1.1%
+0.7%
Added · +9K sh
17Ishares TR
20 YR TR BD ETF
$58.1M671.8K
1.1%
23×
Added · +642K sh
18SPDR Index SHS FDS
ST PORT MARK ETF
$57.5M1.11M
1.1%
−1.4%
Reduced · −16K sh
19Nvidia Corporation
COM
$33.4M166.8K
0.6%
+4.0%
Added · +6K sh
20Vanguard Index FDS
MCAP GR IDXVIP
$31.8M103.9K
0.6%
−0.5%
Reduced · −541 sh
21Marriott Intl Inc New
CL A
$28.9M77.9K
0.5%
−0.2%
Reduced · −150 sh
22Invesco QQQ TR
UNIT SER 1
$28.6M38.8K
0.5%
+0.8%
Added · +291 sh
23Microsoft Corp
COM
$26.5M71.0K
0.5%
+1.0%
Added · +706 sh
24Ishares TR
S&P MC 400GR ETF
$24.7M210.4K
0.5%
−0.8%
Reduced · −2K sh
25Ishares TR
EAFE GRWTH ETF
$23.5M189.2K
0.4%
−2.6%
Reduced · −5K sh
26Amazon Com Inc
COM
$18.9M79.5K
0.4%
+0.2%
Added · +184 sh
27Ishares TR
S&P SML 600 GWT
$18.1M101.2K
0.3%
−1.0%
Reduced · −1K sh
28Ishares TR
S&P MC 400VL ETF
$14.2M96.2K
0.3%
−1.0%
Reduced · −966 sh
29Alphabet Inc
CAP STK CL C
$12.6M35.7K
0.2%
+3.3%
Added · +1K sh
30Visa Inc
COM CL A
$12.4M36.0K
0.2%
−2.0%
Reduced · −735 sh
31Ishares TR
SP SMCP600VL ETF
$10.7M78.1K
0.2%
−0.6%
Reduced · −495 sh
32Alphabet Inc
CAP STK CL A
$10.2M28.4K
0.2%
−0.4%
Reduced · −120 sh
33Pepsico Inc
COM
$10.1M74.8K
0.2%
−0.1%
Reduced · −90 sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$9.1M12.2K
0.2%
+2.9%
Added · +340 sh
35Costco Wholesale Corporation
COM
$9.0M9.6K
0.2%
−0.6%
Reduced · −56 sh
36Johnson & Johnson
COM
$8.5M33.5K
0.2%
−0.4%
Reduced · −129 sh
37Exxon Mobil Corp
COM
$8.2M60.0K
0.2%
−0.1%
Reduced · −77 sh
38Berkshire Hathaway Inc Del
CL A
$7.5M10
0.1%
Held
39McDonalds Corp
COM
$7.4M27.4K
0.1%
−1.9%
Reduced · −522 sh
40JPMorgan Chase & Co
COM
$6.5M19.8K
0.1%
+1.2%
Added · +235 sh
41Eli Lilly & Co
COM
$6.4M5.4K
0.1%
−0.7%
Reduced · −40 sh
42Netflix Inc.
COM
$6.3M88.5K
0.1%
+0.6%
Added · +556 sh
43Ishares TR
RUS 1000 GRW ETF
$6.3M50.7K
0.1%
+278%
Added · +37K sh
44Vanguard Index FDS
REAL ESTATE ETF
$6.1M63.6K
0.1%
−0.1%
Reduced · −40 sh
45Ishares TR
CORE S&P500 ETF
$6.0M7.9K
0.1%
−12%
Reduced · −1K sh
46Vanguard Index FDS
TOTAL STK MKT
$5.8M15.6K
0.1%
+1.1%
Added · +179 sh
47Proshares TR
PSHS ULT MCAP400
$5.8M62.5K
0.1%
Held
48Proshares TR
ULTR RUSSL2000
$5.7M65.3K
0.1%
−18%
Reduced · −15K sh
49Abbvie Inc
COM
$5.2M20.8K
0.1%
+0.7%
Added · +145 sh
50Proshares TR
ULTRAPRO QQQ
$5.0M62.3K
0.1%
−21%
Reduced · −17K sh
Showing 50 of 1,312 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 20261,319$5.3B13F-HR
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, filed up to 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.