Cassia Capital Partners, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$194.4M
Holdings
66
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USMV
ISHARES TR
Q1 2026: Increased +3.6% (6.9k → 7.2k shares)
11.4%
02
$GQ9
SPDR GOLD TR
Q1 2026: Increased +4.7% (15.8k → 16.5k shares)
9.9%
03
$USFR
WISDOMTREE TR
Held since at least Q1 2024
6.9%
04
$ACWX
ISHARES TR
Held since at least Q1 2024
5.9%
05
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
5.6%
06
$GSST
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
5.0%
07
$JMOM
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.9%
08
$FTSM
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
4.8%
09
$FPX
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
4.8%
10
$IVV
ISHARES TR
Q1 2026: Increased +26.3% (13.6k → 17.1k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.