Cassady Wealth & Retirement Planning, LLC
Cassady Wealth & Retirement Planning, LLC reported 104 holdings worth US$215M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Cassady Wealth & Retirement Planning, LLC reported 104 holdings worth US$215M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 104
- Value as reported
- US$215M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,900 | US$839K | 0.39% |
| Microsoft Corp. | 1,576 | US$588K | 0.27% |
| Nvidia Corporation | 1,972 | US$395K | 0.18% |
| Amazon.com, Inc. | 1,426 | US$340K | 0.16% |
| Nextera Energy, Inc. | 3,569 | US$313K | 0.15% |
| Broadcom Inc. | 794 | US$300K | 0.14% |
| Berkshire Hathaway Inc. | 540 | US$270K | 0.13% |
| International Business Machines Corporation | 866 | US$244K | 0.11% |
| United Parcel Service, Inc. | 1,873 | US$201K | 0.09% |
| Adma Biologics Inc | 10,026 | US$83,918 | 0.04% |