Cassia Capital Partners, LLC: 13F holdings
CIK 18448972026Q2
| Positions | 69 |
|---|---|
| Reported value | $206.3m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| USMV ISHARES TR | 237,046 | $22.9m | 11.1% |
| GLD SPDR GOLD TR | 45,753 | $16.9m | 8.2% |
| USFR WISDOMTREE TR | 269,160 | $13.6m | 6.6% |
| ACWX ISHARES TR | 164,223 | $12.5m | 6.1% |
| FPX FIRST TR EXCHANGE-TRADED FD | 58,652 | $12.1m | 5.9% |
| J P MORGAN EXCHANGE TRADED F | 137,154 | $11.7m | 5.7% |
| JEPI J P MORGAN EXCHANGE TRADED F | 186,743 | $10.5m | 5.1% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 164,178 | $9.8m | 4.8% |
| GSST GOLDMAN SACHS ETF TR | 187,391 | $9.5m | 4.6% |
| IVV ISHARES TR | 9,892 | $7.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844897")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.