Cassilly Financial Group LLC
Cassilly Financial Group LLC reported 75 positions worth $137.8M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: IEFA (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEFA | SH | $16.8M | 12.18% | 173,748 | — | — | |
| ▸ 2 | VTV | SH | $12.8M | 9.32% | 58,906 | — | — | |
| ▸ 3 | VUG | SH | $12.3M | 8.93% | 142,884 | — | — | |
| ▸ 4 | VBIL | SH | $8.6M | 6.25% | 113,821 | — | — | |
| ▸ 5 | SPYM | SH | $6.8M | 4.97% | 77,920 | — | — | |
| ▸ 6 | IVV | SH | $5.5M | 3.98% | 7,322 | — | — | |
| ▸ 7 | VB | SH | $4.4M | 3.17% | 14,401 | — | — | |
| ▸ 8 | IUSB | SH | $4.4M | 3.17% | 94,541 | — | — | |
| ▸ 9 | SCHZ | SH | $4.3M | 3.08% | 183,780 | — | — | |
| ▸ 10 | VWO | SH | $3.7M | 2.71% | 62,481 | — | — |
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Frequently Asked Questions
What stocks does Cassilly Financial Group LLC hold as of Q2 2026?
Cassilly Financial Group LLC reported 75 positions worth $137.8M in its Q2 2026 13F filing. Largest positions: IEFA (12.2%), VTV (9.3%), VUG (8.9%), VBIL (6.3%) and SPYM (5.0%).
What did Cassilly Financial Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cassilly Financial Group 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.