Arkolith/Funds/Cassia Capital Partners, LLC

Cassia Capital Partners, LLC

CIK 1844897
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Cassia Capital Partners, LLC holds a focused book of 69 stocks worth $206.3M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Ishares Msci USA Min Vol Fac. Their largest long position is Ishares Msci USA Min Vol Fac at 11% of the equity book.

Opened
4
bought for the first time
Added to
29
already held, bought more
Trimmed
31
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
61%
Top 20 holdings
75%

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

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Financials
13%
Information Technology
8%
Health Care
5%
Consumer Discretionary
3%
Utilities
3%
Communication Services
2%
Energy
1%

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 Cassia Capital Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY70 / 69$567.9B
ROYAL BANK OF CANADA70 / 69$164.9B
WELLS FARGO & COMPANY/MN70 / 69$157.7B
RAYMOND JAMES FINANCIAL INC70 / 69$84.5B
ENVESTNET ASSET MANAGEMENT INC70 / 69$73.5B
LPL Financial LLC70 / 69$63.8B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC70 / 69$17.2B
OSAIC HOLDINGS, INC.70 / 69$14.6B

Ranked by how many of Cassia Capital Partners, LLC's top 69 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

69 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI USA MIN ETF
$22.9M237.0K
11.1%
−0.8%
Reduced · −2K sh
2SPDR Gold TR
GOLD SHS
$16.9M45.8K
8.2%
+1.8%
Added · +799 sh
3Wisdomtree TR
FLOATNG RAT TREA
$13.6M269.2K
6.6%
+1.6%
Added · +4K sh
4Ishares TR
MSCI ACWI EX US
$12.5M164.2K
6.1%
−1.4%
Reduced · −2K sh
5First TR Exchange-Traded FD
US EQTY OPPT ETF
$12.1M58.7K
5.9%
−0.3%
Reduced · −170 sh
6J P Morgan Exchange Traded F
US MOMENTUM
$11.7M137.2K
5.7%
−3.0%
Reduced · −4K sh
7J P Morgan Exchange Traded F
EQUITY PREMIUM
$10.5M186.7K
5.1%
−1.9%
Reduced · −4K sh
8First TR Exchange-Traded FD
FIRST TR ENH NEW
$9.8M164.2K
4.8%
+5.0%
Added · +8K sh
9Goldman Sachs ETF TR
ULTR SHOR BD ETF
$9.5M187.4K
4.6%
−2.5%
Reduced · −5K sh
10Ishares TR
CORE S&P500 ETF
$7.4M9.9K
3.6%
−1.2%
Reduced · −120 sh
11Goldman Sachs ETF TR
FUTURE TECH LEAD
$5.2M82.4K
2.5%
−1.2%
Reduced · −1K sh
12SPDR Index SHS FDS
ST MAR DIVID ETF
$4.2M103.3K
2.1%
+0.9%
Added · +950 sh
13Ishares TR
MSCI USA MMENTM
$3.3M9.6K
1.6%
Held
14Apple Inc
COM
$3.2M11.0K
1.5%
−1.3%
Reduced · −145 sh
15Cisco Sys Inc
COM
$2.8M24.0K
1.4%
−2.9%
Reduced · −716 sh
16Nvidia Corporation
COM
$2.3M11.6K
1.1%
−1.5%
Reduced · −182 sh
17Johnson & Johnson
COM
$2.0M8.0K
1.0%
−0.8%
Reduced · −67 sh
18Eli Lilly & Co
COM
$1.9M1.6K
0.9%
−0.3%
Reduced · −5 sh
19Alphabet Inc
CAP STK CL A
$1.9M5.4K
0.9%
−4.2%
Reduced · −235 sh
20JPMorgan Chase & Co
COM
$1.9M5.8K
0.9%
−0.3%
Reduced · −21 sh
21Merck & Co Inc
COM
$1.9M14.8K
0.9%
−1.3%
Reduced · −194 sh
22Microsoft Corp
COM
$1.9M5.1K
0.9%
+0.5%
Added · +27 sh
23Broadcom Inc
COM
$1.8M4.9K
0.9%
−1.3%
Reduced · −63 sh
24Berkshire Hathaway Inc Del
CL B NEW
$1.8M3.6K
0.9%
+3.3%
Added · +115 sh
25Abbvie Inc
COM
$1.8M7.0K
0.9%
+0.5%
Added · +37 sh
26Exxon Mobil Corp
COM
$1.7M12.3K
0.8%
−0.7%
Reduced · −92 sh
27Duke Energy Corp New
COM NEW
$1.6M12.9K
0.8%
~0%
Reduced · −6 sh
28Bank Of Amer Corp
COM
$1.6M27.9K
0.8%
+0.5%
Added · +143 sh
29Amazon Com Inc
COM
$1.6M6.7K
0.8%
−1.6%
Reduced · −105 sh
30General MTRS Co
COM
$1.5M19.4K
0.7%
−0.4%
Reduced · −72 sh
31Visa Inc
COM CL A
$1.5M4.3K
0.7%
+1.2%
Added · +51 sh
32Fedex Corp
COM
$1.4M4.6K
0.7%
−1.8%
Reduced · −87 sh
33International Business Machs
COM
$1.4M5.1K
0.7%
+8.7%
Added · +408 sh
34Unitedhealth Group Inc
COM
$1.4M3.4K
0.7%
−1.2%
Reduced · −42 sh
35Walmart Inc
COM
$1.4M12.5K
0.7%
+0.1%
Added · +18 sh
36Eog Res Inc
COM
$1.3M10.4K
0.7%
−0.9%
Reduced · −100 sh
37Waste Mgmt Inc Del
COM
$1.3M5.9K
0.6%
+1.2%
Added · +73 sh
38Meta Platforms Inc
CL A
$1.3M2.3K
0.6%
+1.2%
Added · +27 sh
39Republic Svcs Inc
COM
$1.3M6.1K
0.6%
+1.7%
Added · +100 sh
40Vanguard Intl Equity Index F
ALLWRLD EX US
$1.3M15.4K
0.6%
+2.8%
Added · +422 sh
41Mastercard Incorporated
CL A
$1.3M2.5K
0.6%
+1.7%
Added · +41 sh
42Progressive Corp
COM
$1.3M5.8K
0.6%
+1.5%
Added · +86 sh
43Waste Connections Inc
COM
$1.3M7.5K
0.6%
+1.6%
Added · +121 sh
44McDonalds Corp
COM
$1.2M4.6K
0.6%
+1.3%
Added · +58 sh
45Verizon Communications Inc
COM
$1.2M29.0K
0.6%
−0.2%
Reduced · −50 sh
46Procter & Gamble Co
COM
$1.2M8.3K
0.6%
−0.1%
Reduced · −6 sh
47AT&T Inc
COM
$1.2M56.8K
0.6%
+1.4%
Added · +781 sh
48Netflix Inc.
COM
$1.1M15.5K
0.5%
+1.3%
Added · +195 sh
49Newmont Corp
COM
$1.1M11.8K
0.5%
+9.9%
Added · +1K sh
50Ishares TR
MSCI ACWI ETF
$1.1M6.9K
0.5%
+7.0%
Added · +455 sh
Showing 50 of 69 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202669$206.3M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202667$194.4M13F-HR
Q4 2025Dec 31, 2025Jan 16, 202663$184.8M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202560$183.1M13F-HR

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.