Cassaday & Co Wealth Management LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$4.7B

Holdings

351

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (351 positions)

StockValue
MGKVANGUARD WORLD FD
$1.5B
IWOISHARES TR
$297.7M
IWPISHARES TR
$293.5M
GLDMWORLD GOLD TR
$288.3M
VGLTVANGUARD SCOTTSDALE FDS
$263.4M
SCHDSCHWAB STRATEGIC TR
$253.6M
IVEISHARES TR
$244.7M
IWSISHARES TR
$141.8M
XLRESELECT SECTOR SPDR TR
$131.9M
IWNISHARES TR
$115.2M
EEMISHARES TR
$103.8M
SCZISHARES TR
$98.6M
IWDISHARES TR
$88.9M
NOBLPROSHARES TR
$67.7M
AAPLAPPLE INC
$55.9M
SPEMSPDR INDEX SHS FDS
$53.2M
DJPBARCLAYS BANK PLC
$51.1M
MSFTMICROSOFT CORP
$34.7M
NVDANVIDIA CORPORATION
$32.6M
VOTVANGUARD INDEX FDS
$29.2M
NDQINVESCO QQQ TR
$23.9M
MARMARRIOTT INTL INC NEW
$23.1M
EFGISHARES TR
$22.5M
IJKISHARES TR
$20.1M
AMZNAMAZON COM INC
$17.9M
IJTISHARES TR
$14.3M
IJJISHARES TR
$13.0M
VVISA INC
$13.0M
GOOGALPHABET INC
$11.0M
PEPPEPSICO INC
$10.8M
SPYSPDR S&P 500 ETF TR
$9.7M
GOOGLALPHABET INC
$9.3M
IJSISHARES TR
$9.0M
MCDMCDONALDS CORP
$8.4M
NFLXNETFLIX INC
$8.4M
COSTCOSTCO WHSL CORP NEW
$8.1M
BRK-BBERKSHIRE HATHAWAY INC DEL
$7.5M
XOMEXXON MOBIL CORP
$7.3M
JNJJOHNSON & JOHNSON
$7.0M
JPMJPMORGAN CHASE & CO.
$6.6M
LLYELI LILLY & CO
$6.0M
IVVISHARES TR
$5.9M
VNQVANGUARD INDEX FDS
$5.8M
IWFISHARES TR
$5.7M
VTIVANGUARD INDEX FDS
$5.3M
ABBVABBVIE INC
$4.7M
METAMETA PLATFORMS INC
$4.7M
SCHGSCHWAB STRATEGIC TR
$4.7M
VUGVANGUARD INDEX FDS
$4.7M
ABTABBOTT LABS
$4.4M
MVVPROSHARES TR
$4.4M
IBMINTERNATIONAL BUSINESS MACHS
$4.3M
URTYPROSHARES TR
$4.3M
TQQQPROSHARES TR
$4.2M
VOOVANGUARD INDEX FDS
$4.0M
QQQMINVESCO EXCH TRADED FD TR II
$3.9M
TDTORONTO DOMINION BK ONT
$3.6M
PLTRPALANTIR TECHNOLOGIES INC
$3.5M
EDVVANGUARD WORLD FD
$3.4M
XLKSELECT SECTOR SPDR TR
$3.4M
UYGPROSHARES TR
$3.2M
ORCLORACLE CORP
$3.1M
WMTWALMART INC
$3.0M
LDOSLEIDOS HOLDINGS INC
$2.9M
YUMYUM BRANDS INC
$2.9M
UNHUNITEDHEALTH GROUP INC
$2.9M
LMTLOCKHEED MARTIN CORP
$2.9M
GQ9SPDR GOLD TR
$2.9M
TSLATESLA INC
$2.9M
EETPROSHARES TR
$2.7M
CVXCHEVRON CORP NEW
$2.7M
TLTISHARES TR
$2.6M
VHTVANGUARD WORLD FD
$2.6M
GSLCGOLDMAN SACHS ETF TR
$2.6M
COFCAPITAL ONE FINL CORP
$2.6M
VTWOVANGUARD SCOTTSDALE FDS
$2.5M
GDGENERAL DYNAMICS CORP
$2.5M
VWOVANGUARD INTL EQUITY INDEX F
$2.5M
PGPROCTER AND GAMBLE CO
$2.4M
ICFISHARES TR
$2.3M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$2.2M
ARKKARK ETF TR
$2.2M
UPVPROSHARES TR
$2.2M
VIGVANGUARD SPECIALIZED FUNDS
$2.2M
HDHOME DEPOT INC
$2.1M
VSSVANGUARD INTL EQUITY INDEX F
$2.1M
RTXRTX CORPORATION
$2.1M
AVGOBROADCOM INC
$2.1M
VVVANGUARD INDEX FDS
$2.1M
VGKVANGUARD INTL EQUITY INDEX F
$2.1M
DFACDIMENSIONAL ETF TRUST
$2.0M
NOCNORTHROP GRUMMAN CORP
$2.0M
CSCOCISCO SYS INC
$1.9M
VOVANGUARD INDEX FDS
$1.9M
ETNEATON CORP PLC
$1.9M
LRCXLAM RESEARCH CORP
$1.9M
GAINGLADSTONE INVT CORP
$1.8M
UNPUNION PAC CORP
$1.8M
DDMPROSHARES TR
$1.7M
TMOTHERMO FISHER SCIENTIFIC INC
$1.7M
Page 1 of 4Next