Cassady Wealth & Retirement Planning, LLC

Q1 2026 13F-HR Holdings

Location
Henderson, NV
Holdings as of
3/31/2026
Value ($000)
$193,111,583
Num holdings
101
Date filed
5/18/2026
Form type
13F-HR
Prev filing
4/2/2026
Next filing
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type