Cassady Wealth & Retirement Planning Increases Portfolio Exposure in Q1 2026
Cassady Wealth & Retirement Planning's portfolio grew to $209.9 million as of June 30, 2026, highlighting significant additions and adjustments across various sectors.
As of June 30, 2026, Cassady Wealth & Retirement Planning, Llc has managed its investment portfolio with notable shifts reflecting strategic buying and selling activities during the quarter. The total portfolio value reached $209,901,156.
The investor demonstrated a clear preference for fixed income and dividend-focused strategies this period, allocating significant portions to Capital Group Fixed Income ETF Trust (CGMS) and Capital Group Dividend Value (CGDV). However, substantial growth was observed in specific equity positions. Investor Cassady Wealth & Retirement Planning significantly increased its stake in Innovator ETF Trust (PJUN) by 271.98%, adding a considerable amount of shares.
Other significant purchases included Capital Group Growth ETF (CGGR), which saw an increase of 13.71% in allocation, and Innovator ETF Trust (PMAY), boosted by 54.38%. These additions suggest confidence in specific equity sectors or individual stocks this quarter.
Furthermore, the portfolio incorporated new positions added during Q1 2026, including Vanguard Growth ETF (VGT). This expansion indicates a broader diversification effort or an increased interest in certain growth areas among Cassady Wealth & Retirement Planning.
Conversely, the investor reduced exposure to some holdings. For instance, PacER FD TR (CALF) experienced a 10.94% decrease in allocation, while Vanguard Tax-Managed Bonds ETF (VTEB) saw its weight drop by 26.46%. These exits or reductions highlight a dynamic approach to managing risk and returns.
Overall, the portfolio's changes reflect a balance between maintaining core fixed income holdings and strategically increasing positions in specific equity areas during Q1 2026.