Cassaday & Co Wealth Management
$4.7B Assets Reported
1,365 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 3,719,368 | $1.4B | 29.1% |
| GLDM | WORLD GOLD TR | 3,328,360 | $309M | 6.6% |
| SCHD | SCHWAB STRATEGIC TR | 9,569,026 | $294M | 6.3% |
| IWO | ISHARES TR | 935,475 | $294M | 6.3% |
| IWP | ISHARES TR | 2,184,734 | $280M | 6.0% |
| VGLT | VANGUARD SCOTTSDALE FDS | 4,867,782 | $269M | 5.7% |
| IVE | ISHARES TR | 1,197,963 | $253M | 5.4% |
| IWS | ISHARES TR | 1,023,739 | $149M | 3.2% |
| XLRE | SELECT SECTOR SPDR TR | 3,321,533 | $136M | 2.9% |
| IWN | ISHARES TR | 644,789 | $122M | 2.6% |
Track Cassaday & Co Wealth Management's 13F portfolio: $4.7B in reported holdings, 1,365 positions. Top holdings, AUM, and quarterly changes on SentiSense.