Cassaday & Co Wealth Management LLC
Annual return '25
+19.4%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$4.7B
Holdings
1,360
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MGK
VANGUARD WORLD FD
Held since at least Q1 2024
29.1%
02
$GLDM
WORLD GOLD TR
Held since at least Q1 2024
6.6%
03
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.3%
04
$IWO
ISHARES TR
Held since at least Q1 2024
6.3%
05
$IWP
ISHARES TR
Held since at least Q1 2024
6.0%
06
$VGLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.7%
07
$IVE
ISHARES TR
Q4 2025: New position (1.9k shares)
5.4%
08
$IWS
ISHARES TR
Held since at least Q1 2024
3.2%
09
$XLRE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.9%
10
$IWN
ISHARES TR
Held since at least Q1 2024
2.6%
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 08:15 UTC.