Cassaday & Co Wealth Management LLC: summary

Cassaday & Co Wealth Management LLC reported 1,264 positions with a reported value of $5.65B in its 13F for Q3 2026. Compared with Q2 2026: 197 new positions, 246 exited.

Top positions

• VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
• ISHARES MSCI EAFE SMALL-CAP ETF
• SCHWAB US DIVIDEND EQUITY ETF
• ISHARES TR
• ISHARES RUSSELL MID-CAP GROWTH ETF
• iShares Trust S&P 500 VAL ETF
• SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
• VANGUARD SCOTTSDALE FDS
• ISHARES RUSSELL MID-CAP VALUE ETF
• SELECT SECTOR SPDR TR