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Manager record

Cassaday & Co Wealth Management LLC

Mclean, VA · CIK 1963612 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.65BReported 13F valueQ3 2026 · as filed
1,269Holdings listed
+6.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $4.0B$4.0BQ2 2025332 holdingsQ3 2025: $4.3B$4.3BQ3 2025344 holdingsQ4 2025: $4.7B$4.7BQ4 2025351 holdingsQ1 2026: $4.7B$4.7BQ1 20261,368 holdingsQ2 2026: $5.3B$5.3BQ2 20261,319 holdingsQ3 2026: $5.7B$5.7BQ3 20261,269 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 27 2026 13F-HR · period Q3 2026

$5.65B · 1,269 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$5.32B · 1,319 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$4.69B · 1,368 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$4.75B · 351 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$4.34B · 344 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$4.00B · 332 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 27, 2026 · Change methodology