Cassady Wealth & Retirement Planning, LLCETFConcentrated long-term

CIK: 0002121075 | HENDERSON, NV

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	104	$215.0M	2026-07-27	SEC ↗
Q1 2026	13F-HR	101	$193.1M	2026-05-18	SEC ↗
Q4 2025	13F-HR	97	$153.4M	2026-04-02	SEC ↗