Cassaday & Co Wealth Management LLC
Cassaday & Co Wealth Management LLC reported 1,313 positions worth $5.32B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: MGK (31.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MGK | SH | $1.66B | 31.09% | 18,830,638 | — | — | |
| ▸ 2 | IWO | SH | $373.1M | 7.01% | 947,047 | — | — | |
| ▸ 3 | IWP | SH | $328.4M | 6.17% | 2,243,150 | — | — | |
| ▸ 4 | SCHD | SH | $314.5M | 5.91% | 9,917,423 | — | — | |
| ▸ 5 | IVE | SH | $285.0M | 5.35% | 1,255,289 | — | — | |
| ▸ 6 | GLDM | SH | $264.8M | 4.97% | 3,334,702 | — | — | |
| ▸ 7 | VGLT | SH | $220.8M | 4.15% | 4,001,465 | — | — | |
| ▸ 8 | IWS | SH | $171.8M | 3.23% | 1,043,989 | — | — | |
| ▸ 9 | XLRE | SH | $149.4M | 2.80% | 3,392,096 | — | — | |
| ▸ 10 | IWN | SH | $144.8M | 2.72% | 654,442 | — | — |
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Frequently Asked Questions
What stocks does Cassaday & Co Wealth Management LLC hold as of Q2 2026?
Cassaday & Co Wealth Management LLC reported 1313 positions worth $5.32B in its Q2 2026 13F filing. Largest positions: MGK (31.1%), IWO (7.0%), IWP (6.2%), SCHD (5.9%) and IVE (5.4%).
What did Cassaday & Co Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cassaday & Co Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.