Cassaday & Co Wealth Management
$5.3B 13F equity value
1,455 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cassaday & Co Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 18,830,638 | $1.7B | 31.1% |
| IWO | ISHARES TR | 947,047 | $373M | 7.0% |
| IWP | ISHARES TR | 2,243,150 | $328M | 6.2% |
| SCHD | SCHWAB STRATEGIC TR | 9,917,423 | $314M | 5.9% |
| IVE | ISHARES TR | 1,255,289 | $285M | 5.4% |
| GLDM | WORLD GOLD TR | 3,334,702 | $265M | 5.0% |
| VGLT | VANGUARD SCOTTSDALE FDS | 4,001,465 | $221M | 4.1% |
| IWS | ISHARES TR | 1,043,989 | $172M | 3.2% |
| XLRE | SELECT SECTOR SPDR TR | 3,392,096 | $149M | 2.8% |
| IWN | ISHARES TR | 654,442 | $145M | 2.7% |
Track Cassaday & Co Wealth Management's 13F portfolio: $5.3B in reported holdings, 1,455 positions. Top holdings and quarterly changes on SentiSense.
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